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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
Group One Trading
676
Group One Trading
Illinois
$44.3K -$436K -3,700 -91%
RDFA
677
Ritter Daniher Financial Advisory
Ohio
$44.2K
AAP
678
Arax Advisory Partners
Colorado
$42.5K +$5.54K +47 +15%
MMG
679
Monetary Management Group
Missouri
$42.4K
TCPG
680
Trivant Custom Portfolio Group
California
$42.4K +$41.2K +350 New
AF
681
Advisornet Financial
Minnesota
$40.6K +$34K +289 +628%
EB
682
Eastern Bank
Massachusetts
$40.1K +$39K +331 New
KFI
683
Key Financial Inc
Pennsylvania
$39.8K
CCA
684
Catalyst Capital Advisors
New York
$38.9K +$37.8K +321 New
CFGS
685
Concourse Financial Group Securities
Alabama
$38.8K -$4.59K -39 -11%
SIM
686
Studio Investment Management
Illinois
$37.8K +$9.07K +77 +33%
BCV
687
Banque Cantonale Vaudoise
Switzerland
$37K -$280K -2,375 -89%
IRC
688
Investors Research Corp
Georgia
$34.1K
HIA
689
Harbor Investment Advisory
Maryland
$33.1K -$118 -1 -0.4%
EWA
690
EverSource Wealth Advisors
Alabama
$32K -$1.18K -10 -4%
VCM
691
Versant Capital Management
Arizona
$30.9K +$28.7K +244 +2,218%
GFPC
692
Global Financial Private Client
Florida
$30.9K -$23.6K -200 -44%
BAMCO Inc
693
BAMCO Inc
New York
$30.4K
VNA
694
Valley National Advisers
Pennsylvania
$30K -$2.94K -25 -9%
UIA
695
Ulland Investment Advisors
Minnesota
$30K +$236 +2 +0.8%
VWM
696
Venturi Wealth Management
Texas
$29.4K +$26.6K +226 +1,329%
TF
697
Tompkins Financial
New York
$28.5K
CH
698
Cromwell Holdings
Wyoming
$28K +$9.43K +80 +53%
AIC
699
Archer Investment Corporation
Indiana
$26.7K +$236 +2 +0.9%
SWP
700
SIMA Wealth Partners
Virginia
$26K