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J.M. Smucker
SJM

Overview Fund Activity

877 hedge funds and large institutions have $10.7B invested in J.M. Smucker in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 254 increasing their positions, 361 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-17
Holders Change %
-1.9%
% of All Funds
12.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
87
Increased
254
Reduced
361
Closed
98
Calls
$164M
Puts
$148M
Net Calls
+$16.5M
Net Calls Change
+$106M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$365M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$166M
3
Holocene Advisors
Holocene Advisors
New York
$137M
4
ICP
Ilex Capital Partners
United Kingdom
$48.2M
5
CIP
Champlain Investment Partners
Vermont
$184M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$194M
2
BlackRock
BlackRock
New York
$1.15B
3
Lazard Asset Management
Lazard Asset Management
New York
$20.2M
4
Man Group
Man Group
United Kingdom
$23.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
501
Mount Yale Investment Advisors
Colorado
$397K +$397K +3,157 New
KLCM
502
KG&L Capital Management
Louisiana
$394K – – –
HWM
503
HB Wealth Management
Georgia
$392K -$125K -996 -24%
CDH
504
Charles D. Hyman
$390K – – –
RBC
505
Romano Brothers & Co
Illinois
$389K -$9.44K -75 -2%
Focus Partners Wealth
506
Focus Partners Wealth
Massachusetts
$384K +$11.1K +88 +3%
ISWM
507
Independent Solutions Wealth Management
New York
$381K -$25.8K -205 -6%
FMC
508
First Merchants Corp
Indiana
$380K -$987K -7,838 -72%
SIMG
509
Sonora Investment Management Group
Arizona
$378K – – –
AT
510
Avalon Trust
New Mexico
$378K – – –
CHJWM
511
Carlton Hofferkamp & Jenks Wealth Management
Texas
$374K – – –
TWM
512
Trueblood Wealth Management
Ohio
$374K -$7.18K -57 -2%
TCOV
513
Trust Company of Vermont
Vermont
$370K -$7.3K -58 -2%
BFS
514
Bradley Foster & Sargent
Connecticut
$367K +$126 +1 +0%
PNC
515
Park National Corp
Ohio
$367K -$1.13K -9 -0.3%
IWC
516
Integrated Wealth Concepts
Massachusetts
$365K +$24.4K +194 +7%
DIM
517
Delta Investment Management
California
$365K -$11.5K -91 -3%
TNBTD
518
Trustmark National Bank Trust Department
Mississippi
$364K -$47.5K -377 -12%
MM
519
MQS Management
New York
$362K +$362K +2,873 New
RIM
520
Rakuten Investment Management
Japan
$359K +$326K +2,593 +990%
VSQM
521
V-Square Quantitative Management
Illinois
$354K – – –
KCM
522
Kornitzer Capital Management
Kansas
$349K -$629 -5 -0.2%
KCM
523
Kendall Capital Management
Maryland
$349K – – –
KPWS
524
Kestra Private Wealth Services
Texas
$347K -$91.4K -726 -21%
EGM
525
Engineers Gate Manager
New York
$347K +$347K +2,756 New
19 20
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