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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
Two Sigma Investments
26
Two Sigma Investments
New York
$87.8M +$14.9M +129,870 +19%
UBS AM
27
UBS AM
Illinois
$85.3M -$426K -3,700 -0.5%
First Trust Advisors
28
First Trust Advisors
Illinois
$74.7M -$12.4M -108,219 -14%
TIA
29
Tandem Investment Advisors
South Carolina
$73.6M +$123K +1,071 +0.2%
Bank of America
30
Bank of America
North Carolina
$66.5M -$24M -208,380 -26%
Amundi
31
Amundi
France
$66.3M +$23.9M +207,477 +49%
Legal & General Group
32
Legal & General Group
United Kingdom
$66M -$17.5M -152,568 -20%
Ameriprise
33
Ameriprise
Minnesota
$61.7M -$67M -582,700 -51%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$61.2M -$2.73M -23,696 -4%
SCA
35
STALEY CAPITAL ADVISERS
Pennsylvania
$55.9M +$1.05M +9,150 +2%
VF
36
Vest Financial
Virginia
$53.4M +$8.18M +71,140 +17%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$52.4M -$1.13M -9,804 -2%
Wells Fargo
38
Wells Fargo
California
$48M -$4.48M -38,959 -8%
JP Morgan Chase
39
JP Morgan Chase
New York
$46.6M -$32.3M -280,799 -40%
Goldman Sachs
40
Goldman Sachs
New York
$44.7M -$15.2M -132,230 -25%
Nomura Asset Management
41
Nomura Asset Management
Japan
$40.6M +$3.7M +32,163 +10%
ECM
42
ExodusPoint Capital Management
New York
$39.6M +$1.99M +17,302 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$35.7M +$1.3M +11,339 +4%
Barclays
44
Barclays
United Kingdom
$33.8M -$297K -2,586 -0.8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$33.1M -$1.76M -15,300 -5%
Raymond James Financial
46
Raymond James Financial
Florida
$33M +$34.5M +299,563 New
DLA
47
Douglas Lane & Associates
New York
$29.9M +$1.95M +16,963 +7%
CCM
48
Candlestick Capital Management
Connecticut
$29.5M -$17.4M -151,584 -36%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$27.4M -$6.79M -59,008 -19%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$26.8M -$56.3M -489,099 -67%

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.