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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
MWM
551
Meridian Wealth Management
Kentucky
$239K -$4.03K -35 -2%
CHP
552
Cable Hill Partners
Oregon
$237K +$7.13K +62 +3%
O
553
Ossiam
France
$236K +$38.6K +336 +19%
WCM
554
Wallace Capital Management
Texas
$235K +$11.5K +100 +5%
CL
555
Choreo LLC
Illinois
$234K -$57.5K -500 -19%
AWM
556
Apollon Wealth Management
South Carolina
$234K -$7.13K -62 -3%
LIM
557
Letson Investment Management
Georgia
$233K
CTA
558
Colonial Trust Advisors
South Carolina
$231K
MFC
559
Mechanics Financial Corp
Ohio
$231K
EWA
560
EP Wealth Advisors
California
$229K +$24.5K +213 +11%
AW
561
Atlas Wealth
Ohio
$229K
SIA
562
Schechter Investment Advisors
Michigan
$229K -$332K -2,884 -58%
TNBTD
563
Trustmark National Bank Trust Department
Mississippi
$229K +$2.3K +20 +1%
SC
564
Savant Capital
Illinois
$228K -$7.02K -61 -3%
TSS
565
Two Sigma Securities
New York
$228K -$534K -4,646 -69%
RGC
566
Roberts, Glore & Co
Illinois
$227K -$5.75K -50 -2%
CAM
567
Columbia Asset Management
Michigan
$227K +$237K +2,057 New
MGIA
568
Moneta Group Investment Advisors
Missouri
$225K -$11.3K -98 -5%
PFPT
569
Pinnacle Financial Partners (Tennessee)
Tennessee
$224K +$7.13K +62 +3%
JFGIW
570
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K
ST
571
Somerset Trust
Pennsylvania
$221K +$231K +2,009 New
BDA
572
Borer Denton & Associates
Pennsylvania
$220K
RG
573
Rathbones Group
United Kingdom
$220K
RFC
574
Regions Financial Corp
Alabama
$220K -$345 -3 -0.1%
SG
575
StoneX Group
New York
$219K -$7.36K -64 -3%

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.