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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
PI
576
PFG Investments
New York
$215K +$460 +4 +0.2%
IWC
577
Integrated Wealth Concepts
Massachusetts
$215K -$90.6K -788 -29%
IC
578
IEQ Capital
California
$213K -$386K -3,358 -63%
TC
579
TownSquare Capital
Utah
$211K -$51.2K -445 -19%
SMA
580
Sage Mountain Advisors
Georgia
$210K +$4.26K +37 +2%
SC
581
SouthState Corp
Florida
$205K -$56.4K -490 -21%
GG
582
Gleason Group
Kentucky
$204K +$1.96K +17 +0.9%
CCA
583
Conestoga Capital Advisors
Pennsylvania
$203K +$13.2K +115 +7%
FDCDDQ
584
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K +$111K +962 +110%
NL
585
NWAM LLC
Washington
$201K -$115 -1 -0.1%
KA
586
Klingman & Associates
New York
$201K -$8.86K -77 -4%
SFI
587
SPC Financial Inc
Maryland
$200K -$11.5K -100 -5%
KBFS
588
Kohmann Bosshard Financial Services
Ohio
$200K
ACA
589
Atlas Capital Advisors
Wyoming
$196K +$197K +1,711 +2,516%
DAM
590
Delta Asset Management
Tennessee
$196K
MG
591
Mather Group
Illinois
$177K -$19.8K -172 -10%
ATC
592
Adirondack Trust Company
New York
$175K
MSA
593
MUFG Securities Americas
New York
$173K +$181K +1,571 New
CPBTD
594
Central Pacific Bank - Trust Division
Hawaii
$165K
ST
595
Smithfield Trust
Pennsylvania
$163K
CT
596
Coastline Trust
Rhode Island
$162K -$86.3K -750 -34%
HI
597
Horizon Investments
North Carolina
$161K +$1.96K +17 +1%
BLC
598
Brown, Lisle/Cummings
Rhode Island
$161K
S
599
Sachetta
Massachusetts
$153K +$1.26K +11 +0.8%
SAM
600
Smartleaf Asset Management
Massachusetts
$151K -$25.5K -222 -14%

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.