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J.M. Smucker

844 hedge funds and large institutions have $9.65B invested in J.M. Smucker in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 267 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $162M | Put options by funds: $98.4M

15% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 95

1.26% more ownership

Funds ownership: 81.14%82.4% (+1.3%)

0% more funds holding

Funds holding: 843844 (+1)

7% less capital invested

Capital invested by funds: $10.4B → $9.65B (-$775M)

17% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 320

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
844
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
267
Reduced
320
Closed
95
Calls
$162M
Puts
$98.4M
Net Calls
+$64M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
651
Trivant Custom Portfolio Group
California
$52.3K +$14.4K +125 +36%
VWM
652
Venturi Wealth Management
Texas
$52.2K +$26.6K +231 +95%
HCP
653
Hexagon Capital Partners
Arkansas
$52K +$53K +461 +4,191%
ME
654
McIlrath & Eck
Washington
$49.4K -$66.3K -576 -56%
VC
655
Vestor Capital
Illinois
$49K
GKIM
656
GW&K Investment Management
Massachusetts
$48K
FFL
657
Financial Freedom LLC
Ohio
$47.4K +$115 +1 +0.2%
SIM
658
Sentry Investment Management
Wisconsin
$47K -$7.94K -69 -14%
SSB
659
Sandy Spring Bank
Maryland
$46.8K +$45.5K +396 +1,366%
MFG
660
Menard Financial Group
Texas
$46.4K +$48.4K +421 New
RIL
661
Rothschild Investment LLC
Illinois
$45.3K -$230 -2 -0.5%
FFC
662
First Financial Corp
Indiana
$44K -$4.95K -43 -10%
OLVIG
663
Oliver Lagore Vanvalin Investment Group
Michigan
$44K
RA
664
Ransom Advisory
Rhode Island
$44K
PCTC
665
Perkins Coie Trust Company
Washington
$43.2K
MHR
666
Matthew Hamilton Rosenberg
$40.7K -$33.7K -293 -44%
RDFA
667
Ritter Daniher Financial Advisory
Ohio
$40.2K
AWM
668
Avior Wealth Management
Nebraska
$39.3K -$10.8K -94 -21%
SIM
669
Studio Investment Management
Illinois
$39.2K +$5.06K +44 +14%
HFS
670
Hantz Financial Services
Michigan
$39K +$40.4K +351 New
MMG
671
Monetary Management Group
Missouri
$38.5K
VHAM
672
Van Hulzen Asset Management
California
$38.5K +$40.3K +350 New
EWA
673
EverSource Wealth Advisors
Alabama
$38.4K +$9.78K +85 +32%
EB
674
Eastern Bank
Massachusetts
$36.5K
KFI
675
Key Financial Inc
Pennsylvania
$33.9K -$2.42K -21 -6%

SJM Hedge Fund Activity: Q4 2024 in Review

844 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2024, worth a combined $9.65B — down 7.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SJM positions and 95 closed out — a net gain of 14 holders — while 267 added to existing stakes and 320 trimmed.

The largest buyer was Ilex Capital Partners, opening a new position worth an estimated $110M. The largest seller was Boston Partners, cutting an estimated $257M.

  • 844 institutional investors held J.M. Smucker (SJM) as of Q4 2024, up from 843 in Q3 2024.
  • Funds reported $9.65B of J.M. Smucker stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 109 funds opened new J.M. Smucker positions in Q4 2024 and 95 closed out, a net change of +14 holders.
  • The largest J.M. Smucker buyer in Q4 2024 was Ilex Capital Partners, an estimated $110M added.
  • The largest J.M. Smucker seller in Q4 2024 was Boston Partners, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.