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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
AAP
676
Arax Advisory Partners
Colorado
$33.3K -$5.64K -49 -14%
KG
677
Kieckhefer Group
Wisconsin
$33K +$34.5K +300 New
AF
678
Advisornet Financial
Minnesota
$32.5K -$4.6K -40 -12%
IRC
679
Investors Research Corp
Georgia
$31.1K
HIA
680
Harbor Investment Advisory
Maryland
$30.9K +$920 +8 +3%
PCM
681
Penserra Capital Management
California
$29K +$30.7K +267 +8,900%
MRP
682
Measured Risk Portfolios
California
$29K +$30.3K +263 New
GFPC
683
Global Financial Private Client
Florida
$28.6K +$575 +5 +2%
UIA
684
Ulland Investment Advisors
Minnesota
$28K +$230 +2 +0.8%
BAMCO Inc
685
BAMCO Inc
New York
$27.6K
KTC
686
Kentucky Trust Company
Kentucky
$27.5K +$28.8K +250 New
MDA
687
Minot DeBlois Advisors
Massachusetts
$27.5K +$28.8K +250 New
MSWA
688
Marshall & Sterling Wealth Advisors
New York
$27K +$28.3K +246 New
VNA
689
Valley National Advisers
Pennsylvania
$27K
TF
690
Tompkins Financial
New York
$25.9K
CAL
691
Capital Advisors Ltd
Ohio
$25K +$17.4K +151 +189%
CT
692
Colonial Trust
South Carolina
$24.8K -$18.7K -163 -42%
CH
693
Cromwell Holdings
Wyoming
$24.6K -$920 -8 -3%
National Pension Service
694
National Pension Service
South Korea
$24.1K +$25.2K +219 New
AssetMark Inc
695
AssetMark Inc
California
$24K +$8.86K +77 +55%
AIC
696
Archer Investment Corporation
Indiana
$24K -$345 -3 -1%
MA
697
MCF Advisors
Kentucky
$22.6K
DSC
698
Duncker Streett & Co
Missouri
$22.2K
ATC
699
Advantage Trust Company
Kansas
$22K
ECM
700
Estabrook Capital Management
New York
$22K

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.