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J.M. Smucker
SJM

Overview Fund Activity

894 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 292 increasing their positions, 336 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
127
Increased
292
Reduced
336
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$289M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$126M
3
Millennium Management
Millennium Management
New York
+$124M
4
Man Group
Man Group
United Kingdom
+$97.8M
5
Lazard Asset Management
Lazard Asset Management
New York
+$91.4M

Top Sellers

1
CP
Coho Partners
Pennsylvania
-$117M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$111M
3
Wells Fargo
Wells Fargo
California
-$82.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$63M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
576
Meeder Advisory Services
Ohio
$285K +$52.1K +412 +22%
CTA
577
Colonial Trust Advisors
South Carolina
$285K – – –
RPC
578
Rossmore Private Capital
Connecticut
$284K – – –
SHFA
579
SS&H Financial Advisors
Michigan
$284K – – –
FAM
580
Formidable Asset Management
Ohio
$283K -$5.06K -40 -2%
PWP
581
Phillips Wealth Planners
Mississippi
$280K -$36.6K -283 -12%
SAG
582
SageView Advisory Group
California
$279K +$279K +2,097 New
IWM
583
Integris Wealth Management
California
$278K – – –
RGC
584
Roberts, Glore & Co
Illinois
$277K -$6.32K -50 -2%
SAM
585
Shell Asset Management
Netherlands
$276K – – –
CWM
586
Congress Wealth Management
Massachusetts
$275K +$17.8K +141 +7%
LIM
587
Letson Investment Management
Georgia
$268K +$268K +2,120 New
GC
588
Gratus Capital
Georgia
$267K -$25.3K -200 -9%
FNT
589
First National Trust
Pennsylvania
$267K +$12.5K +99 +5%
MFC
590
Mechanics Financial Corp
Ohio
$265K – – –
PJSIMP
591
P.J. Schmidt Investment Management (PJS)
Wisconsin
$264K -$1.58K -12 -0.6%
HH
592
Hilltop Holdings
Texas
$262K – – –
MWM
593
Meridian Wealth Management
Kentucky
$262K +$126 +1 +0%
KBFS
594
Kohmann Bosshard Financial Services
Ohio
$261K – – –
KA
595
Kintegral Advisory
New York
$261K -$1.64K -13 -0.6%
FFM
596
Forum Financial Management
Illinois
$261K -$109K -864 -30%
PFP
597
Pinnacle Financial Partners
Tennessee
$260K +$15.8K +125 +6%
I
598
InceptionR
California
$258K +$258K +2,045 New
RFC
599
Regions Financial Corp
Alabama
$257K -$3.03K -24 -1%
AW
600
Atlas Wealth
Ohio
$255K – – –
22 23
24
25 26