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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
FFA
601
Farther Finance Advisors
California
$151K -$77.9K -677 -33%
CF
602
Centaurus Financial
California
$137K -$28.4K -247 -17%
LSA
603
Leonteq Securities AG
Switzerland
$136K +$142K +1,233 New
MCM
604
Manchester Capital Management
Vermont
$135K +$33.8K +294 +32%
GWSG
605
GPS Wealth Strategies Group
Colorado
$135K -$34.5K -300 -20%
GWM
606
Geneos Wealth Management
Colorado
$132K -$5.18K -45 -4%
HBW
607
Hazlett, Burt & Watson
West Virginia
$132K
CFGS
608
Concourse Financial Group Securities
Alabama
$127K +$107K +927 +290%
KC
609
Knuff & Co
California
$117K
QCG
610
Quadrant Capital Group
Ohio
$116K -$49.7K -432 -29%
Acadian Asset Management
611
Acadian Asset Management
Massachusetts
$111K
GM
612
GeoWealth Management
Illinois
$106K +$14.5K +126 +15%
CBT
613
Crews Bank & Trust
Florida
$105K +$110K +954 New
WT
614
Whittier Trust
California
$101K
AA
615
AlphaMark Advisors
Kentucky
$100K
YDMI
616
Y.D. More Investments
Israel
$97.8K -$920 -8 -0.9%
FCAS
617
First Command Advisory Services
Texas
$94.8K +$99K +861 New
JEST
618
JTC Employer Solutions Trustee
Jersey
$94K
SIS
619
Sound Income Strategies
Florida
$93.1K +$7.82K +68 +9%
PTC
620
Private Trust Company
Ohio
$92.7K -$48.8K -424 -33%
GSWM
621
Golden State Wealth Management
California
$91.9K +$95.9K +834 New
FDW
622
Fourth Dimension Wealth
Ohio
$90.6K +$94.7K +823 New
PS
623
Principal Securities
Iowa
$90.2K -$2.07K -18 -2%
SIA
624
Sit Investment Associates
Minnesota
$86K
DJSG
625
D.J. St. Germain
Massachusetts
$76.8K +$28.8K +250 +56%

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.