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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
13.11%
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 %
BWP
651
BSW Wealth Partners
Colorado
$204K +$204K +1,612 New
Fisher Asset Management
652
Fisher Asset Management
Washington
$203K +$203K +1,610 New
GIA
653
Guyasuta Investment Advisors
Pennsylvania
$203K -$506K -4,000 -71%
SFG
654
SevenBridge Financial Group
Pennsylvania
$202K +$202K +1,602 New
TFO
655
Tarbox Family Office
California
$202K +$202K +1,601 New
PP
656
PDS Planning
Ohio
$202K +$202K +1,597 New
DA
657
Doliver Advisors
Texas
$201K +$201K +1,592 New
CF
658
Centaurus Financial
California
$199K -$120K -944 -38%
FFA
659
Farther Finance Advisors
California
$197K +$58.5K +463 +42%
HI
660
Horizon Investments
North Carolina
$196K +$10.6K +84 +6%
HAS
661
HBW Advisory Services
California
$193K -$9.61K -76 -5%
BBHC
662
Brown Brothers Harriman & Co
New York
$191K -$71.3K -564 -27%
ATC
663
Adirondack Trust Company
New York
$191K -$2.28K -19 -1%
ST
664
Smithfield Trust
Pennsylvania
$187K -$12.6K -100 -6%
GI
665
GAMMA Investing
California
$186K +$186K +1,416 New
PTC
666
Private Trust Company
Ohio
$183K +$3.16K +25 +2%
MAWCM
667
Mine & Arao Wealth Creation & Management
California
$177K +$1.39K +11 +0.8%
UM
668
UniSuper Management
Australia
$171K +$70.4K +557 +70%
FDCDDQ
669
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K – – –
AA
670
AlphaCentric Advisors
Puerto Rico
$164K -$22.5K -178 -12%
TWM
671
Tradition Wealth Management
Minnesota
$154K +$10.5K +83 +7%
C
672
Covestor
United Kingdom
$138K +$11.6K +92 +9%
ME
673
McIlrath & Eck
Washington
$134K +$126 +1 +0.1%
KC
674
Knuff & Co
California
$127K – – –
WT
675
Whittier Trust
California
$122K -$41.5K -328 -25%
25 26
27
28 29