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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
ATC
626
Adirondack Trust Company
New York
$173K
UB
627
UMB Bank
Missouri
$169K -$16K -141 -8%
PTC
628
Private Trust Company
Ohio
$168K +$13.4K +118 +8%
CPBTD
629
Central Pacific Bank - Trust Division
Hawaii
$164K -$113K -1,000 -40%
ST
630
Smithfield Trust
Pennsylvania
$163K
CF
631
Centaurus Financial
California
$161K -$1.81K -16 -1%
GWSG
632
GPS Wealth Strategies Group
Colorado
$159K -$11.3K -100 -6%
BLC
633
Brown, Lisle/Cummings
Rhode Island
$159K +$165K +1,458 New
HAS
634
HBW Advisory Services
California
$149K -$17.7K -156 -10%
SIA
635
Sit Investment Associates
Minnesota
$143K -$12.4K -110 -8%
WBC
636
Westpac Banking Corp
Australia
$131K
HBW
637
Hazlett, Burt & Watson
West Virginia
$131K +$113K +1,000 +493%
SIS
638
Sound Income Strategies
Florida
$118K +$41.5K +367 +51%
BTI
639
Blue Trust Inc
Georgia
$117K +$21.6K +191 +26%
ME
640
McIlrath & Eck
Washington
$112K +$113 +1 +0.1%
KC
641
Knuff & Co
California
$109K
GWM
642
Geneos Wealth Management
Colorado
$108K +$26.9K +238 +32%
SAM
643
Smartleaf Asset Management
Massachusetts
$107K +$38.7K +342 +53%
WT
644
Whittier Trust
California
$105K
MCM
645
Manchester Capital Management
Vermont
$101K +$339 +3 +0.3%
AA
646
AlphaMark Advisors
Kentucky
$99K
JEST
647
JTC Employer Solutions Trustee
Jersey
$94K
FHA
648
First Horizon Advisors
Tennessee
$92.5K +$6.34K +56 +7%
AWM
649
Avior Wealth Management
Nebraska
$90.9K +$26.9K +238 +40%
PAI
650
Pittenger & Anderson Inc
Nebraska
$87.2K

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.