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J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
651
NBT Bank
New York
$72.8K +$70.8K +601 New
LS
652
Livforsakringsbolaget Skandia
Sweden
$72.6K +$70.7K +600 New
BC
653
Barrett & Company
Rhode Island
$68.5K +$236 +2 +0.4%
SIC
654
Salem Investment Counselors
North Carolina
$67.8K
MPWT
655
MassMutual Private Wealth & Trust
Connecticut
$65.3K -$7.89K -67 -11%
PB
656
Pinnacle Bancorp
Nebraska
$63.8K -$19.4K -165 -24%
CT
657
Caldwell Trust
Florida
$63.6K -$29.8K -253 -33%
SIM
658
Sentry Investment Management
Wisconsin
$60K
CCA
659
Criterion Capital Advisors
Tennessee
$58.9K
JFA
660
JNBA Financial Advisors
Minnesota
$58.9K
WPW
661
Waldron Private Wealth
Pennsylvania
$58.4K +$56.8K +482 New
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57.7K
AWM
663
Avior Wealth Management
Nebraska
$54.6K -$45.1K -383 -46%
DJSG
664
D.J. St. Germain
Massachusetts
$54.1K
FFC
665
First Financial Corp
Indiana
$53.6K
GKIM
666
GW&K Investment Management
Massachusetts
$53K +$942 +8 +2%
VC
667
Vestor Capital
Illinois
$53K +$52K +441 New
BBHC
668
Brown Brothers Harriman & Co
New York
$52.1K
FFL
669
Financial Freedom LLC
Ohio
$51.9K +$236 +2 +0.5%
RIL
670
Rothschild Investment LLC
Illinois
$50K +$3.65K +31 +8%
OLVIG
671
Oliver Lagore Vanvalin Investment Group
Michigan
$48.4K -$44.9K -381 -49%
RA
672
Ransom Advisory
Rhode Island
$48.4K
PCTC
673
Perkins Coie Trust Company
Washington
$47.5K
LC
674
Lindbrook Capital
California
$47K -$11.1K -94 -20%
CT
675
Colonial Trust
South Carolina
$47K