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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
MNBTD
526
Moody National Bank Trust Division
Texas
$267K +$73.6K +640 +36%
IAIM
527
International Assets Investment Management
Florida
$263K -$23.6M -204,841 -99%
TWM
528
Trueblood Wealth Management
Ohio
$260K -$3.8K -33 -1%
PNC
529
Park National Corp
Ohio
$260K -$30.8K -268 -10%
CM
530
Columbus Macro
Pennsylvania
$259K +$271K +2,355 New
GC
531
GatePass Capital
Ohio
$258K +$269K +2,342 New
BP
532
Ballentine Partners
Massachusetts
$256K -$444K -3,859 -62%
WI
533
Wedgewood Investors
Pennsylvania
$256K
MIP
534
Marietta Investment Partners
Wisconsin
$255K
CB
535
Cadence Bank
Mississippi
$255K
ETC
536
Exchange Traded Concepts
Oklahoma
$255K +$6.21K +54 +2%
KNW
537
Kesler Norman & Wride
Utah
$254K -$156K -1,353 -37%
FL
538
FreeGulliver LLC
Louisiana
$253K -$1.84K -16 -0.7%
NFC
539
Northeast Financial Consultants
Connecticut
$253K +$34.5K +300 +15%
P
540
Pitcairn
Pennsylvania
$253K -$56.8K -494 -18%
MLL
541
Moody Lynn & Lieberson
Massachusetts
$252K
EFG
542
Everhart Financial Group
Ohio
$252K -$5.41K -47 -2%
VI
543
Vestcor Inc
New Brunswick, Canada
$251K
OAM
544
Oxford Asset Management
United Kingdom
$248K +$259K +2,253 New
S
545
SignatureFD
Georgia
$248K -$87K -756 -25%
RPC
546
Rossmore Private Capital
Connecticut
$248K
FFBTD
547
First Financial Bank - Trust Division
Ohio
$246K -$460 -4 -0.2%
UCFA
548
United Capital Financial Advisors
Texas
$244K -$81.6K -709 -24%
JAG
549
Journey Advisory Group
Kentucky
$244K
IWM
550
Integris Wealth Management
California
$242K

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.