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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
FCH
551
Freestone Capital Holdings
Washington
$261K -$25K -221 -8%
CCA
552
Conestoga Capital Advisors
Pennsylvania
$260K -$97.3K -860 -27%
VA
553
Valmark Advisers
Ohio
$260K -$175K -1,551 -39%
TPI
554
Trust Point Inc
Wisconsin
$259K -$249K -2,198 -48%
TWM
555
Trueblood Wealth Management
Ohio
$258K -$68.3K -604 -20%
SC
556
SouthState Corp
Florida
$256K
KCM
557
Kendall Capital Management
Maryland
$254K -$49.8K -440 -16%
MIP
558
Marietta Investment Partners
Wisconsin
$253K
WI
559
Wedgewood Investors
Pennsylvania
$253K +$263K +2,320 New
RWM
560
Revisor Wealth Management
Ohio
$253K -$151K -1,331 -36%
CB
561
Cadence Bank
Mississippi
$253K
HCM
562
Hengehold Capital Management
Ohio
$252K -$192K -1,695 -42%
FL
563
FreeGulliver LLC
Louisiana
$251K +$11.3K +100 +5%
AWM
564
Apollon Wealth Management
South Carolina
$251K -$30.1K -266 -10%
MLL
565
Moody Lynn & Lieberson
Massachusetts
$250K
ISWM
566
Independent Solutions Wealth Management
New York
$249K -$84.4K -746 -25%
JFGIW
567
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K +$226K +2,000 +719%
TC
568
Truvestments Capital
Florida
$248K -$16.2K -143 -6%
TIAA Trust, National Association
569
TIAA Trust, National Association
North Carolina
$247K -$226 -2 -0.1%
FFBTD
570
First Financial Bank - Trust Division
Ohio
$246K -$1.13K -10 -0.4%
RPC
571
Rossmore Private Capital
Connecticut
$245K
JAG
572
Journey Advisory Group
Kentucky
$244K -$50.7K -448 -17%
GIM
573
Greylin Investment Management
Virginia
$243K +$252K +2,231 New
FMC
574
First Merchants Corp
Indiana
$242K -$90.5K -800 -26%
CT
575
Coastline Trust
Rhode Island
$242K

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.