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J.M. Smucker

844 hedge funds and large institutions have $9.65B invested in J.M. Smucker in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 267 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $162M | Put options by funds: $98.4M

15% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 95

1.26% more ownership

Funds ownership: 81.14%82.4% (+1.3%)

0% more funds holding

Funds holding: 843844 (+1)

7% less capital invested

Capital invested by funds: $10.4B → $9.65B (-$775M)

17% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 320

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
844
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
267
Reduced
320
Closed
95
Calls
$162M
Puts
$98.4M
Net Calls
+$64M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
426
VanEck Associates
New York
$510K -$10.2K -89 -2%
Macquarie Group
427
Macquarie Group
Australia
$510K +$526K +4,577 +109%
WANY
428
Wealthspire Advisors (New York)
New York
$505K -$99.8K -868 -16%
NB
429
Norinchukin Bank
Japan
$505K +$36.9K +321 +8%
SMC
430
Smith, Moore & Co
Missouri
$503K -$21.3K -185 -4%
FC
431
FORA Capital
Florida
$501K +$524K +4,552 New
PAM
432
Palisade Asset Management
Minnesota
$500K -$8.05K -70 -2%
RP
433
Rowlandmiller & Partners
Georgia
$499K -$4.6K -40 -0.9%
KB
434
Kimelman & Baird
New York
$496K
AWS
435
Atria Wealth Solutions
New York
$495K +$19.9K +173 +4%
SVWAG
436
Sound View Wealth Advisors Group
Georgia
$492K +$5.75K +50 +1%
OAC
437
OMERS Administration Corp
Ontario, Canada
$490K +$87.3K +759 +21%
GXJ
438
Global X Japan
Japan
$489K +$95.7K +832 +23%
CG
439
Caprock Group
Idaho
$475K -$125K -1,084 -20%
JWCA
440
J.W. Cole Advisors
Florida
$465K -$187K -1,624 -28%
OIA
441
OneDigital Investment Advisors
Kansas
$462K -$28.1K -244 -5%
SDIC
442
South Dakota Investment Council
South Dakota
$461K
BAM
443
BTS Asset Management
Massachusetts
$459K +$479K +4,164 New
PA
444
Parallel Advisors
California
$442K -$65.4K -569 -12%
HWM
445
HB Wealth Management
Georgia
$442K -$58.1K -505 -11%
NSIM
446
North Star Investment Management
Illinois
$436K -$6.56K -57 -1%
MMM
447
Mendel Money Management
Illinois
$433K +$13.5K +117 +3%
MFA
448
Mayflower Financial Advisors
Massachusetts
$433K -$156K -1,355 -26%
PFS
449
Prospera Financial Services
Texas
$428K -$74.5K -648 -14%
PCA
450
Peddock Capital Advisors
Massachusetts
$426K -$39.5K -343 -8%

SJM Hedge Fund Activity: Q4 2024 in Review

844 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2024, worth a combined $9.65B — down 7.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SJM positions and 95 closed out — a net gain of 14 holders — while 267 added to existing stakes and 320 trimmed.

The largest buyer was Ilex Capital Partners, opening a new position worth an estimated $110M. The largest seller was Boston Partners, cutting an estimated $257M.

  • 844 institutional investors held J.M. Smucker (SJM) as of Q4 2024, up from 843 in Q3 2024.
  • Funds reported $9.65B of J.M. Smucker stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 109 funds opened new J.M. Smucker positions in Q4 2024 and 95 closed out, a net change of +14 holders.
  • The largest J.M. Smucker buyer in Q4 2024 was Ilex Capital Partners, an estimated $110M added.
  • The largest J.M. Smucker seller in Q4 2024 was Boston Partners, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.