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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
VL
501
Vima LLC
Michigan
$365K +$48.8K +431 +15%
MGP
502
Metis Global Partners
California
$364K -$6.56K -58 -2%
WB
503
WesBanco Bank
West Virginia
$361K -$12.3K -109 -3%
Simplex Trading
504
Simplex Trading
Illinois
$358K +$372K +3,284 New
HI
505
Harbour Investments
Wisconsin
$352K -$5.77K -51 -2%
P
506
Pitcairn
Pennsylvania
$350K -$118K -1,041 -24%
MCCP
507
Mission Creek Capital Partners
California
$341K -$362K -3,199 -51%
MYIA
508
Mount Yale Investment Advisors
Colorado
$339K -$5.43K -48 -2%
CDH
509
Charles D. Hyman
$338K
SF
510
Summit Financial
New Jersey
$337K +$350K +3,090 New
FB
511
Fulton Bank
Pennsylvania
$335K -$12.3K -109 -3%
BAM
512
Brave Asset Management
New Jersey
$334K -$39.3K -347 -10%
CFS
513
Commonwealth Financial Services
West Virginia
$333K -$31K -274 -8%
PCMF
514
Private Capital Management (Florida)
Florida
$331K +$344K +3,038 New
AT
515
Avalon Trust
New Mexico
$327K
KCM
516
Kanawha Capital Management
Virginia
$327K +$56.6K +500 +20%
MG
517
Mather Group
Illinois
$325K +$22.6K +200 +8%
BFS
518
Bradley Foster & Sargent
Connecticut
$321K +$2.83K +25 +0.9%
SAM
519
Strategy Asset Managers
California
$320K +$246K +2,170 New
TNBTD
520
Trustmark National Bank Trust Department
Mississippi
$318K +$2.83K +25 +0.9%
CAS
521
CTC Alternative Strategies
Illinois
$316K +$328K +2,900 New
IIA
522
ICW Investment Advisors
Arizona
$316K -$36.5K -323 -10%
RBC
523
Romano Brothers & Co
Illinois
$315K -$22.9K -202 -7%
IWC
524
Integrated Wealth Concepts
Massachusetts
$314K -$2.04K -18 -0.6%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$314K +$238K +2,101 +271%

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.