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J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
501
Kornitzer Capital Management
Kansas
$332K -$4.12K -35 -1%
IWC
502
Integrated Wealth Concepts
Massachusetts
$332K -$16.8K -143 -5%
MSS
503
Mitchell Sinkler & Starr
Pennsylvania
$330K +$35.3K +300 +12%
CP
504
Coho Partners
Pennsylvania
$329K
WG
505
Welch Group
Alabama
$324K -$518K -4,400 -62%
CL
506
Choreo LLC
Illinois
$319K +$52.3K +444 +20%
PNC
507
Park National Corp
Ohio
$318K -$13.2K -112 -4%
TCOV
508
Trust Company of Vermont
Vermont
$318K -$6.71K -57 -2%
MPM
509
MBB Public Markets
Illinois
$316K -$571K -4,850 -65%
GS
510
GTS Securities
New York
$315K -$336K -2,850 -52%
CT
511
Chicago Trust
Illinois
$303K -$4.95K -42 -2%
KCM
512
Kanawha Capital Management
Virginia
$303K -$58.9K -500 -17%
HCM
513
Hodges Capital Management
Texas
$303K +$295K +2,500 New
FCH
514
Freestone Capital Holdings
Washington
$302K +$11.8K +100 +4%
SHFA
515
SS&H Financial Advisors
Michigan
$297K
SWP
516
Significant Wealth Partners
Illinois
$293K +$31.2K +265 +12%
TWM
517
Trueblood Wealth Management
Ohio
$290K +$3.89K +33 +1%
JGC
518
J. Goldman & Co
New York
$288K +$280K +2,378 New
TC
519
TownSquare Capital
Utah
$286K +$35.1K +298 +14%
SC
520
SouthState Corp
Florida
$284K
CWM
521
Congress Wealth Management
Massachusetts
$283K +$275K +2,333 New
EFG
522
Everhart Financial Group
Ohio
$282K +$46.9K +398 +21%
WI
523
Wedgewood Investors
Pennsylvania
$281K +$118 +1 +0%
MIP
524
Marietta Investment Partners
Wisconsin
$281K
FL
525
FreeGulliver LLC
Louisiana
$280K +$1.89K +16 +0.7%