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J.M. Smucker

917 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 314 increasing their positions, 331 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-22
Holders Change %
-2.34%
% of All Funds
14.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
76
Increased
314
Reduced
331
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
676
Mission Wealth Management
California
$231K -$69.1K -468 -23%
EWM
677
Endurance Wealth Management
Rhode Island
$230K
WANY
678
Wealthspire Advisors (New York)
New York
$228K +$2.95K +20 +1%
FCA
679
FinTrust Capital Advisors
South Carolina
$228K
SWM
680
SeaCrest Wealth Management
New York
$226K +$2.36K +16 +1%
KFGK
681
Keystone Financial Group (Kentucky)
Kentucky
$226K +$226K +1,531 New
MMA
682
Miracle Mile Advisors
California
$226K -$21.9K -148 -9%
FAM
683
Fenimore Asset Management
New York
$226K
EI
684
Ellevest Inc
New York
$225K +$102K +688 +82%
SF
685
Summit Financial
New Jersey
$225K +$225K +1,524 New
AA
686
AlphaCentric Advisors
Puerto Rico
$225K +$225K +1,524 New
ASC
687
Atalanta Sosnoff Capital
New York
$224K
HI
688
Horizon Investments
North Carolina
$223K -$39.3K -266 -15%
SFI
689
SPC Financial Inc
Maryland
$220K +$29.5K +200 +16%
BCM
690
Brookstone Capital Management
Illinois
$218K -$30.9K -209 -12%
WI
691
Wahed Invest
New York
$217K +$21.7K +147 +11%
ZF
692
Zhang Financial
Michigan
$215K +$2.36K +16 +1%
OWP
693
Obermeyer Wealth Partners
Colorado
$214K
AIA
694
Affinity Investment Advisors
California
$214K
WSFS
695
Wilmington Savings Fund Society
Delaware
$212K
SB
696
Sunflower Bank
Texas
$212K
PTC
697
Private Trust Company
Ohio
$211K +$54.9K +372 +35%
QCG
698
Quadrant Capital Group
Ohio
$208K +$4.14K +28 +2%
TAM
699
Tocqueville Asset Management
New York
$207K
KWM
700
KFG Wealth Management
Indiana
$206K +$206K +1,395 New