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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
ACP
476
Aviance Capital Partners
Florida
$375K +$18.6K +162 +5%
ECM
477
Everence Capital Management
Indiana
$373K -$258K -2,240 -40%
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$372K +$805 +7 +0.2%
ISL
479
Ingalls & Snyder LLC
New York
$371K -$56.4K -490 -13%
SW
480
SlateStone Wealth
Florida
$366K -$77.1K -670 -17%
SIMG
481
Sonora Investment Management Group
Arizona
$364K
AC
482
Allstate Corporation
Illinois
$361K +$377K +3,279 New
NICM
483
Neo Ivy Capital Management
New York
$361K +$377K +3,279 New
LIM
484
Longfellow Investment Management
Massachusetts
$354K -$23.6K -205 -6%
DFCM
485
Dark Forest Capital Management
Puerto Rico
$350K -$29.8K -259 -8%
CWM
486
Congress Wealth Management
Massachusetts
$345K +$92.1K +801 +34%
Fiera Capital (Canada)
487
Fiera Capital (Canada)
Quebec, Canada
$342K -$92K -800 -20%
BFS
488
Bradley Foster & Sargent
Connecticut
$341K -$12.5K -109 -3%
PFS
489
Physicians Financial Services
North Carolina
$337K -$14.4K -125 -4%
WB
490
WesBanco Bank
West Virginia
$335K -$115K -1,000 -25%
CA
491
CoreCap Advisors
Michigan
$331K -$5.98K -52 -2%
FNFDCM
492
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$331K -$138K -1,200 -29%
AT
493
Avalon Trust
New Mexico
$330K
AIP
494
Arrowpoint Investment Partners
Singapore
$330K +$345K +3,000 New
FFM
495
Forum Financial Management
Illinois
$330K +$107K +928 +45%
BEAM
496
Baker Ellis Asset Management
Washington
$330K -$42K -365 -11%
HCM
497
Hengehold Capital Management
Ohio
$327K +$3.8K +33 +1%
CFS
498
Commonwealth Financial Services
West Virginia
$322K -$10.4K -90 -3%
MCCP
499
Mission Creek Capital Partners
California
$321K
CHJWM
500
Carlton Hofferkamp & Jenks Wealth Management
Texas
$312K -$16.3K -142 -5%

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.