We are live on ! Find out more
SJM icon

J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
601
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$8.37K +74 +4%
PI
602
PFG Investments
New York
$214K +$12.3K +109 +6%
MIM
603
Morningstar Investment Management
Illinois
$211K
SP
604
Symmetry Partners
Connecticut
$211K
EFG
605
Everhart Financial Group
Ohio
$211K +$35.9K +317 +20%
EF
606
Empowered Funds
Pennsylvania
$209K -$38.1K -337 -15%
CAM
607
Congress Asset Management
Massachusetts
$209K
BRWA
608
B. Riley Wealth Advisors
Florida
$209K -$35.6K -315 -14%
JC
609
Jentner Corp
Ohio
$208K +$1.81K +16 +0.8%
TC
610
TwinBeech Capital
New York
$207K -$1.44M -12,733 -87%
STA
611
Summit Trail Advisors
New York
$205K +$212K +1,876 New
SP
612
Systematic Portfolios
New York
$203K +$211K +1,866 New
GIA
613
Guyasuta Investment Advisors
Pennsylvania
$203K
AWM
614
Axxcess Wealth Management
California
$202K -$175K -1,550 -46%
GG
615
Gleason Group
Kentucky
$201K +$4.75K +42 +2%
PJSIMP
616
P.J. Schmidt Investment Management (PJS)
Wisconsin
$201K -$18.2K -161 -8%
CCI
617
Credit Capital Investments
New Jersey
$201K +$208K +1,839 New
QCG
618
Quadrant Capital Group
Ohio
$196K -$71.7K -634 -26%
Walleye Trading
619
Walleye Trading
New York
$194K -$1.59M -14,048 -89%
ACA
620
Atlas Capital Advisors
Wyoming
$194K +$194K +1,711 +2,516%
DAM
621
Delta Asset Management
Tennessee
$194K -$453 -4 -0.2%
O
622
Ossiam
France
$180K -$347K -3,065 -65%
S
623
Sachetta
Massachusetts
$179K -$27.2K -240 -14%
HI
624
Horizon Investments
North Carolina
$178K +$1.81K +16 +1%
FFA
625
Farther Finance Advisors
California
$176K +$10.4K +92 +6%

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.