We are live on ! Find out more
SJM icon

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
CCA
601
Conestoga Capital Advisors
Pennsylvania
$210K -$76.6K -650 -27%
FNT
602
First National Trust
Pennsylvania
$209K -$44.6K -379 -18%
OC
603
Oppenheimer & Co
New York
$207K +$202K +1,712 New
OWP
604
Obermeyer Wealth Partners
Colorado
$206K +$200K +1,700 New
BRWA
605
B. Riley Wealth Advisors
Florida
$204K -$23.6K -200 -10%
NSAM
606
North Star Asset Management
Wisconsin
$203K +$197K +1,675 New
SIA
607
Soltis Investment Advisors
Utah
$202K +$197K +1,671 New
PA
608
Profund Advisors
Maryland
$202K +$197K +1,670 New
SAM
609
Smartleaf Asset Management
Massachusetts
$194K +$72.8K +618 +63%
ATC
610
Adirondack Trust Company
New York
$192K
UB
611
UMB Bank
Missouri
$188K -$353 -3 -0.2%
GWSG
612
GPS Wealth Strategies Group
Colorado
$184K +$7.3K +62 +4%
CPBTD
613
Central Pacific Bank - Trust Division
Hawaii
$182K
ST
614
Smithfield Trust
Pennsylvania
$181K
CF
615
Centaurus Financial
California
$181K +$2.24K +19 +1%
QCG
616
Quadrant Capital Group
Ohio
$180K -$36.8K -312 -17%
BLC
617
Brown, Lisle/Cummings
Rhode Island
$177K
HI
618
Horizon Investments
North Carolina
$175K -$21.9K -186 -11%
S
619
Sachetta
Massachusetts
$167K -$14.5K -123 -8%
HAS
620
HBW Advisory Services
California
$158K -$8.01K -68 -5%
PTC
621
Private Trust Company
Ohio
$153K -$31.9K -271 -18%
GWM
622
Geneos Wealth Management
Colorado
$151K +$30.4K +258 +26%
HBW
623
Hazlett, Burt & Watson
West Virginia
$146K
WBC
624
Westpac Banking Corp
Australia
$146K
BAMF
625
BI Asset Management Fondsmaeglerselskab
Denmark
$134K -$272K -2,312 -68%