We are live on ! Find out more
SJM icon

J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
451
Petrus Trust Company
Texas
$460K -$40.1K -354 -8%
PCA
452
Peddock Capital Advisors
Massachusetts
$459K -$56.5K -499 -11%
SDIC
453
South Dakota Investment Council
South Dakota
$457K +$474K +4,188 New
AW
454
Atlas Wealth
Ohio
$454K +$235K +2,079 +100%
CFM
455
Catalyst Funds Management
Australia
$447K +$373K +3,300 +413%
ACM
456
Alethea Capital Management
Washington
$446K +$463K +4,093 New
IAIM
457
International Assets Investment Management
Florida
$443K +$163K +1,441 +55%
Group One Trading
458
Group One Trading
Illinois
$443K +$406K +3,589 +752%
Brown Advisory
459
Brown Advisory
Maryland
$443K -$179K -1,583 -28%
NSIM
460
North Star Investment Management
Illinois
$440K +$113 +1 +0%
Public Sector Pension Investment Board (PSP Investments)
461
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$438K +$179K +1,586 +65%
SW
462
SlateStone Wealth
Florida
$435K +$17.4K +154 +4%
SCM
463
Semanteon Capital Management
Massachusetts
$434K +$451K +3,983 New
HWM
464
HB Wealth Management
Georgia
$434K +$97.9K +865 +28%
MCC
465
Money Concepts Capital
Florida
$430K -$1.81K -16 -0.4%
FWM
466
Forza Wealth Management
Florida
$430K -$22.6K -200 -5%
CG
467
Caprock Group
Idaho
$429K +$27.8K +246 +7%
SPC
468
Sigma Planning Corp
Michigan
$427K -$311K -2,750 -41%
ISL
469
Ingalls & Snyder LLC
New York
$421K
FHB
470
First Hawaiian Bank
Hawaii
$417K -$2.49K -22 -0.6%
IA
471
IFP Advisors
Florida
$416K +$33.3K +294 +8%
Aviva
472
Aviva
United Kingdom
$415K -$1.25K -11 -0.3%
MMM
473
Mendel Money Management
Illinois
$413K +$4.07K +36 +1%
NB
474
Norinchukin Bank
Japan
$406K +$9.28K +82 +2%
OAC
475
OMERS Administration Corp
Ontario, Canada
$402K +$417K +3,687 New

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.