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J.M. Smucker

917 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 314 increasing their positions, 331 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-22
Holders Change %
-2.34%
% of All Funds
14.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
76
Increased
314
Reduced
331
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OP
501
ORG Partners
Indiana
$507K +$507K +3,421 New
HWM
502
HB Wealth Management
Georgia
$505K +$70.7K +479 +16%
Bessemer Group
503
Bessemer Group
New Jersey
$505K +$51.3K +347 +11%
EF
504
Empirical Finance
Pennsylvania
$502K +$53.6K +363 +12%
ISL
505
Ingalls & Snyder LLC
New York
$500K
V
506
Veritable
Delaware
$499K +$76.8K +520 +18%
NMIMC
507
Northwestern Mutual Investment Management Company
Wisconsin
$497K +$1.77K +12 +0.4%
CIM
508
Contravisory Investment Management
Massachusetts
$496K +$9.6K +65 +2%
ISWM
509
Independent Solutions Wealth Management
New York
$496K -$36.6K -248 -7%
UB
510
UMB Bank
Missouri
$488K +$1.03K +7 +0.2%
HCM
511
Hengehold Capital Management
Ohio
$487K +$15.7K +106 +3%
KPWS
512
Kestra Private Wealth Services
Texas
$486K +$8.71K +59 +2%
CHJWM
513
Carlton Hofferkamp & Jenks Wealth Management
Texas
$486K -$14.2K -95 -3%
RGF
514
Retirement Guys Formula
Ohio
$484K
SRC
515
Shufro Rose & Co
New York
$479K -$62K -420 -11%
VA
516
Valmark Advisers
Ohio
$475K -$7.38K -50 -2%
MGP
517
Metis Global Partners
California
$474K -$19.2K -130 -4%
MOS
518
MGO One Seven
Ohio
$469K -$31.8K -215 -6%
CCA
519
Conestoga Capital Advisors
Pennsylvania
$468K -$36.9K -250 -7%
DIM
520
Delta Investment Management
California
$468K
RAM
521
Readystate Asset Management
Illinois
$467K +$467K +3,160 New
KLCM
522
KG&L Capital Management
Louisiana
$465K
GWM
523
Geneos Wealth Management
Colorado
$462K -$108K -730 -19%
WFI
524
West Family Investments
California
$459K +$183K +1,241 +66%
VCA
525
Verdence Capital Advisors
Maryland
$456K -$11.1K -75 -2%