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
BPA
476
Beacon Pointe Advisors
California
$400K -$15.4K -136 -4%
BEAM
477
Baker Ellis Asset Management
Washington
$399K -$413K -3,650 -50%
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$399K +$19.9K +176 +5%
MAS
479
Meeder Advisory Services
Ohio
$398K +$127K +1,125 +44%
GXJ
480
Global X Japan
Japan
$393K +$47.3K +418 +13%
SAM
481
S.A. Mason
Michigan
$391K +$5.66K +50 +1%
EF
482
Empirical Finance
Pennsylvania
$388K -$15K -133 -4%
MSR
483
Main Street Research
Connecticut
$386K
ACP
484
Aviance Capital Partners
Florida
$385K -$41K -362 -9%
PFS
485
Physicians Financial Services
North Carolina
$382K -$13.6K -120 -3%
BBVA
486
Banco Bilbao Vizcaya Argentaria
Spain
$382K -$2.02M -17,863 -84%
SC
487
Schulhoff & Co
Ohio
$379K -$308K -2,721 -44%
SIMG
488
Sonora Investment Management Group
Arizona
$378K
BCMO
489
Buckingham Capital Management (Ohio)
Ohio
$377K
MA
490
Mutual Advisors
Nebraska
$376K +$115K +1,018 +47%
TPCW
491
TD Private Client Wealth
New York
$374K -$27.7K -245 -7%
CHJWM
492
Carlton Hofferkamp & Jenks Wealth Management
Texas
$374K -$11.3K -100 -3%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$373K -$8.82K -78 -2%
BAMF
494
BI Asset Management Fondsmaeglerselskab
Denmark
$373K -$393K -3,469 -50%
LIM
495
Longfellow Investment Management
Massachusetts
$370K +$2.6K +23 +0.7%
VSQM
496
V-Square Quantitative Management
Illinois
$369K +$65.1K +575 +20%
NMIMC
497
Northwestern Mutual Investment Management Company
Wisconsin
$369K +$1.36K +12 +0.4%
MWM
498
Modern Wealth Management
Kansas
$368K +$19K +168 +5%
AC
499
Armistice Capital
New York
$368K +$382K +3,377 New
CFB
500
Cullen/Frost Bankers
Texas
$368K +$164K +1,450 +75%

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.