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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
13.11%
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 %
GWM
601
Geneos Wealth Management
Colorado
$254K -$42.5K -336 -14%
NFC
602
Northeast Financial Consultants
Connecticut
$253K – – –
BDA
603
Borer Denton & Associates
Pennsylvania
$253K – – –
RG
604
Rathbones Group
United Kingdom
$253K – – –
CSPIA
605
Cary Street Partners Investment Advisory
Virginia
$249K -$87.7K -694 -26%
BSW
606
Buckingham Strategic Wealth
Missouri
$247K -$6.45K -51 -3%
UCFA
607
United Capital Financial Advisors
Texas
$247K +$247K +1,953 New
NL
608
NWAM LLC
Washington
$247K +$247K +1,952 New
MIM
609
Morningstar Investment Management
Illinois
$244K +$7.07K +56 +3%
SP
610
Symmetry Partners
Connecticut
$243K – – –
CAM
611
Congress Asset Management
Massachusetts
$242K -$25.3K -200 -9%
KWM
612
Kingsview Wealth Management
Oregon
$242K -$29.3K -232 -11%
CIC
613
Carnegie Investment Counsel
Ohio
$240K -$19K -150 -7%
LNWWM
614
Laird Norton Wetherby Wealth Management
California
$239K -$2.4K -19 -1%
ICG
615
InterOcean Capital Group
Tennessee
$239K -$295K -2,331 -55%
BAM
616
Blueshift Asset Management
New Jersey
$238K -$169K -1,335 -42%
JC
617
Jentner Corp
Ohio
$237K +$237K +1,877 New
AWM
618
Apollon Wealth Management
South Carolina
$237K +$237K +1,875 New
OC
619
Oppenheimer & Co
New York
$235K -$3.29K -26 -1%
UB
620
UMB Bank
Missouri
$234K -$73.6K -582 -24%
BONH
621
Bank of New Hampshire
New Hampshire
$233K -$847K -6,700 -78%
GIA
622
Gateway Investment Advisers
Ohio
$232K -$8.59K -68 -4%
SB
623
Strategic Blueprint
Georgia
$232K +$4.55K +36 +2%
PMAM
624
Penn Mutual Asset Management
Pennsylvania
$231K +$231K +1,825 New
GA
625
Geller Advisors
New York
$231K +$231K +1,824 New
23 24
25
26 27