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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 %
ASN
676
Advisory Services Network
Georgia
$119K -$189K -1,493 -61%
AA
677
AlphaMark Advisors
Kentucky
$116K – – –
SIA
678
Sit Investment Associates
Minnesota
$114K – – –
BTI
679
Blue Trust Inc
Georgia
$114K +$15.8K +129 +16%
CFGS
680
Concourse Financial Group Securities
Alabama
$114K +$38.8K +307 +52%
JEST
681
JTC Employer Solutions Trustee
Jersey
$108K – – –
MSWM
682
McGlone Suttner Wealth Management
Wisconsin
$106K +$106K +840 New
PAI
683
Pittenger & Anderson Inc
Nebraska
$101K – – –
SHIM
684
Stone House Investment Management
Pennsylvania
$99.3K -$2.15K -17 -2%
TPCW
685
TD Private Client Wealth
New York
$97.3K +$47.3K +374 +94%
SIS
686
Sound Income Strategies
Florida
$90.3K +$86.7K +686 +2,450%
CNBTD
687
Citizens National Bank Trust Department
Mississippi
$83.9K – – –
MHR
688
Matthew Hamilton Rosenberg
$83.8K – – –
SWM
689
Spire Wealth Management
Virginia
$82.7K -$904 -7 -1%
MPWT
690
MassMutual Private Wealth & Trust
Connecticut
$77K +$60.4K +478 +365%
BSB
691
Bangor Savings Bank
Maine
$76.3K -$2.28K -18 -3%
GRP
692
Global Retirement Partners
California
$76.2K +$4.23K +33 +6%
PVH
693
Psagot Value Holdings
Israel
$75K +$73.8K +590 +5,900%
BC
694
Barrett & Company
Rhode Island
$74.4K +$253 +2 +0.3%
TFA
695
Transamerica Financial Advisors
Florida
$74K -$13K -102 -15%
CSWM
696
Cassady Schiller Wealth Management
Ohio
$72.7K +$57.8K +406 +387%
RIM
697
Rockbridge Investment Management
New York
$71.5K +$71.5K +566 New
SIC
698
Salem Investment Counselors
North Carolina
$70.8K – – –
SA
699
SRH Advisors
Kansas
$70.1K -$139K -1,100 -66%
FHA
700
First Horizon Advisors
Tennessee
$69.4K +$1.77K +14 +3%
26 27
28
29 30