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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
OLVIG
651
Oliver Lagore Vanvalin Investment Group
Michigan
$85.2K +$28.3K +250 +47%
CT
652
Caldwell Trust
Florida
$84.8K -$8.6K -76 -9%
TFF
653
The Family Firm
Maryland
$80.8K +$83.8K +741 New
HT
654
Headlands Technologies
Illinois
$78.3K -$374K -3,302 -82%
SHIM
655
Stone House Investment Management
Pennsylvania
$77.6K -$8.71K -77 -10%
BONH
656
Bank of New Hampshire
New Hampshire
$76.9K -$3.39K -30 -4%
CB
657
Chris Bulman
California
$76.3K +$79.2K +700 New
PB
658
Pinnacle Bancorp
Nebraska
$75.5K +$2.83K +25 +4%
MHR
659
Matthew Hamilton Rosenberg
$73.3K
PFBT
660
Parkside Financial Bank & Trust
Missouri
$72.5K +$15.7K +139 +26%
CNBTD
661
Citizens National Bank Trust Department
Mississippi
$72.4K
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$66.1K -$33K -292 -33%
GRP
663
Global Retirement Partners
California
$65.2K +$1.02K +9 +2%
TFA
664
Transamerica Financial Advisors
Florida
$63K
BC
665
Barrett & Company
Rhode Island
$61.4K -$3.17K -28 -5%
SIC
666
Salem Investment Counselors
North Carolina
$61.1K
CCA
667
Criterion Capital Advisors
Tennessee
$58.9K
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.9K
SIM
669
Sentry Investment Management
Wisconsin
$54K +$56K +495 New
JFA
670
JNBA Financial Advisors
Minnesota
$53K
PS
671
Principal Securities
Iowa
$53K +$1.36K +12 +3%
LC
672
Lindbrook Capital
California
$52.6K +$23.4K +207 +75%
Bank Julius Baer & Co
673
Bank Julius Baer & Co
Switzerland
$50.4K -$5.32K -47 -10%
GFPC
674
Global Financial Private Client
Florida
$49.6K
DJSG
675
D.J. St. Germain
Massachusetts
$48.7K

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.