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J.M. Smucker
SJM

Overview Fund Activity

894 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 292 increasing their positions, 336 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
127
Increased
292
Reduced
336
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$289M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$126M
3
Millennium Management
Millennium Management
New York
+$124M
4
Man Group
Man Group
United Kingdom
+$97.8M
5
Lazard Asset Management
Lazard Asset Management
New York
+$91.4M

Top Sellers

1
CP
Coho Partners
Pennsylvania
-$117M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$111M
3
Wells Fargo
Wells Fargo
California
-$82.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$63M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$456K +$72.2K +571 +19%
CIBC Private Wealth Group
477
CIBC Private Wealth Group
Georgia
$451K -$123K -974 -21%
EF
478
Empirical Finance
Pennsylvania
$451K -$19.5K -154 -4%
CCA
479
Conestoga Capital Advisors
Pennsylvania
$447K +$2.53K +20 +0.6%
MSR
480
Main Street Research
Connecticut
$447K – – –
SAM
481
S.A. Mason
Michigan
$445K -$25.3K -200 -5%
IIA
482
ICW Investment Advisors
Arizona
$441K -$3.54K -28 -0.8%
MCC
483
Money Concepts Capital
Florida
$441K +$40.9K +324 +10%
KPWS
484
Kestra Private Wealth Services
Texas
$440K +$632 +5 +0.1%
BL
485
Balentine LLC
Georgia
$434K -$151K -1,196 -26%
P
486
&Partners
Tennessee
$433K +$433K +3,351 New
MGP
487
Metis Global Partners
California
$432K -$38.2K -302 -8%
NA
488
NewEdge Advisors
Louisiana
$428K -$34.4K -272 -7%
CBNLCF
489
Cognios Beta Neutral Large Cap Fund
Kansas
$426K +$426K +3,372 New
MMM
490
Mendel Money Management
Illinois
$425K +$112K +885 +36%
LIM
491
Longfellow Investment Management
Massachusetts
$425K +$197K +1,561 +87%
NMIMC
492
Northwestern Mutual Investment Management Company
Wisconsin
$425K +$17.2K +136 +4%
CHJWM
493
Carlton Hofferkamp & Jenks Wealth Management
Texas
$421K – – –
SCM
494
Schnieders Capital Management
California
$420K +$420K +3,321 New
CFS
495
Commonwealth Financial Services
West Virginia
$418K +$205K +1,620 +96%
TNBTD
496
Trustmark National Bank Trust Department
Mississippi
$413K -$43K -340 -9%
ISWM
497
Independent Solutions Wealth Management
New York
$408K -$18.3K -145 -4%
VA
498
Valmark Advisers
Ohio
$407K +$8.59K +68 +2%
BA
499
Bristlecone Advisors
Washington
$401K -$810K -6,413 -67%
RBC
500
Romano Brothers & Co
Illinois
$400K -$28.4K -225 -7%
18 19
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