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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
SMA
576
Sage Mountain Advisors
Georgia
$227K +$221K +1,872 New
EWA
577
EP Wealth Advisors
California
$226K +$220K +1,867 New
AF
578
Allworth Financial
California
$225K -$57.4K -487 -21%
TPI
579
Trust Point Inc
Wisconsin
$225K -$61.6K -523 -22%
GG
580
Gleason Group
Kentucky
$223K -$942 -8 -0.4%
AAIS
581
ABN AMRO Investment Solutions
$222K +$216K +1,837 New
VBCG
582
Valley Brook Capital Group
Pennsylvania
$222K -$76.6K -650 -26%
FRA
583
Frank Rimerman Advisors
California
$222K +$216K +1,833 New
NL
584
NWAM LLC
Washington
$221K +$215K +1,828 New
KBFS
585
Kohmann Bosshard Financial Services
Ohio
$220K -$47.1K -400 -18%
DP
586
Dearborn Partners
Illinois
$220K -$67.6K -574 -24%
O
587
Ossiam
France
$218K +$17.8K +151 +9%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$217K +$211K +1,789 New
CCA
589
Cobblestone Capital Advisors
New York
$216K +$210K +1,785 New
MNBTD
590
Moody National Bank Trust Division
Texas
$216K +$210K +1,785 New
MG
591
Mather Group
Illinois
$216K -$94.4K -801 -31%
DAM
592
Delta Asset Management
Tennessee
$215K
MWP
593
Moller Wealth Partners
$215K +$209K +1,778 New
AIA
594
Affinity Investment Advisors
California
$214K +$209K +1,770 New
KGC
595
Kennon-Green & Company
Ohio
$214K +$208K +1,766 New
MWM
596
Mission Wealth Management
California
$213K +$208K +1,763 New
Nomura Holdings
597
Nomura Holdings
Japan
$213K -$897K -7,611 -81%
RMDI
598
R.M. Davis Inc
Maine
$212K -$44.3K -376 -18%
SFO
599
Stokes Family Office
Louisiana
$211K +$205K +1,741 New
4WM
600
44 Wealth Management
Oregon
$210K +$210K +1,784 New