SJM icon

J.M. Smucker
SJM

Overview Fund Activity

877 hedge funds and large institutions have $10.7B invested in J.M. Smucker in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 254 increasing their positions, 361 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-17
Holders Change %
-1.9%
% of All Funds
12.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
87
Increased
254
Reduced
361
Closed
98
Calls
$164M
Puts
$148M
Net Calls
+$16.5M
Net Calls Change
+$106M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$365M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$166M
3
Holocene Advisors
3
Holocene Advisors
New York
$137M
4
ICP
4
Ilex Capital Partners
United Kingdom
$48.2M
5
CIP
5
Champlain Investment Partners
Vermont
$184M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$194M
2
BlackRock
2
BlackRock
New York
$1.15B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$20.2M
4
Man Group
4
Man Group
United Kingdom
$23.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
601
Cullen/Frost Bankers
Texas
$242K -$576K -4,575 -70%
CAM
602
Congress Asset Management
Massachusetts
$241K – – –
OC
603
Oppenheimer & Co
New York
$241K +$7.18K +57 +3%
PFP
604
Pinnacle Financial Partners
Tennessee
$239K -$19.6K -156 -8%
CCG
605
Cypress Capital Group
Florida
$239K +$15.7K +125 +7%
JC
606
Jentner Corp
Ohio
$238K +$1.76K +14 +0.7%
CSPIA
607
Cary Street Partners Investment Advisory
Virginia
$235K -$12.8K -102 -5%
SB
608
Strategic Blueprint
Georgia
$234K +$3.53K +28 +2%
WFI
609
West Family Investments
California
$234K +$234K +1,858 New
PI
610
PFG Investments
New York
$233K +$233K +1,850 New
KWM
611
KFG Wealth Management
Indiana
$233K +$233K +1,850 New
KWM
612
Kingsview Wealth Management
Oregon
$232K -$9.19K -73 -4%
WG
613
Wealth Group
North Carolina
$231K +$231K +1,832 New
GIA
614
Gateway Investment Advisers
Ohio
$230K -$1.26K -10 -0.5%
BSW
615
Buckingham Strategic Wealth
Missouri
$230K -$16.5K -131 -7%
PMAM
616
Penn Mutual Asset Management
Pennsylvania
$230K – – –
UCFA
617
United Capital Financial Advisors
Texas
$229K -$16.6K -132 -7%
SCM
618
Schnieders Capital Management
California
$229K -$189K -1,503 -45%
TWP
619
Tyche Wealth Partners
Texas
$229K +$126 +1 +0.1%
NL
620
NWAM LLC
Washington
$228K +$6.25K +55 +3%
CWM
621
Congress Wealth Management
Massachusetts
$228K -$46.6K -370 -17%
GG
622
Gleason Group
Kentucky
$227K +$2.01K +16 +0.9%
KA
623
Klingman & Associates
New York
$227K -$378 -3 -0.2%
CIC
624
Carnegie Investment Counsel
Ohio
$226K -$12.6K -100 -5%
CCA
625
Cobblestone Capital Advisors
New York
$225K +$225K +1,785 New
23 24
25
26 27