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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
13.1%
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 %
TWP
626
Tyche Wealth Partners
Texas
$230K +$230K +1,816 New
KA
627
Klingman & Associates
New York
$228K +$7.71K +61 +3%
GG
628
Gleason Group
Kentucky
$226K +$2.15K +17 +1%
DAM
629
Delta Asset Management
Tennessee
$225K +$506 +4 +0.2%
KGC
630
Kennon-Green & Company
Ohio
$225K -$116K -915 -34%
ACA
631
Atlas Capital Advisors
Wyoming
$225K -$81.2K -642 -27%
MWP
632
Moller Wealth Partners
$225K – – –
VFA
633
Valeo Financial Advisors
Indiana
$225K +$225K +1,777 New
CCG
634
Cypress Capital Group
Florida
$224K -$10.5K -83 -4%
AIA
635
Affinity Investment Advisors
California
$224K +$224K +1,770 New
WI
636
Wahed Invest
New York
$221K +$24.9K +197 +13%
S
637
Sachetta
Massachusetts
$220K +$220K +1,745 New
TC
638
Trilogy Capital
California
$218K -$35.8K -283 -14%
CIA
639
Choate Investment Advisors
Massachusetts
$217K +$217K +1,718 New
OWP
640
Obermeyer Wealth Partners
Colorado
$215K – – –
CRB
641
Chad R. Baker
$215K – – –
NSAM
642
North Star Asset Management
Wisconsin
$215K +$215K +1,700 New
VCG
643
Vantage Consulting Group
Virginia
$213K +$213K +1,682 New
Simplex Trading
644
Simplex Trading
Illinois
$211K -$235K -1,863 -53%
FT
645
Fiduciary Trust
Massachusetts
$211K +$3.67K +29 +2%
RDWM
646
Red Door Wealth Management
Tennessee
$210K +$210K +1,662 New
BCM
647
Brookstone Capital Management
Illinois
$210K +$210K +1,660 New
HWMG
648
Hurlow Wealth Management Group
Indiana
$209K -$253 -2 -0.1%
SIA
649
Soltis Investment Advisors
Utah
$209K -$1.14K -9 -0.5%
SF
650
Summit Financial
New Jersey
$205K +$205K +1,625 New
24 25
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