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J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
701
Studio Investment Management
Illinois
$25.6K +$26.6K +235 New
SS
702
Sunbelt Securities
Texas
$23.9K +$226 +2 +0.9%
AIC
703
Archer Investment Corporation
Indiana
$23.8K +$12K +106 +94%
SWP
704
SIMA Wealth Partners
Virginia
$23.4K +$24.3K +215 New
HPC
705
HM Payson & Co
Maine
$22.9K +$1.13K +10 +5%
MA
706
MCF Advisors
Kentucky
$22.4K
DSC
707
Duncker Streett & Co
Missouri
$22K
ATC
708
Advantage Trust Company
Kansas
$21.8K
DI
709
DAGCO Inc
Ohio
$21.8K
ECM
710
Estabrook Capital Management
New York
$21.8K
TSMHT
711
Thurston Springer Miller Herd & Titak
Indiana
$21.5K +$22.3K +197 New
AGWCA
712
Annis Gardner Whiting Capital Advisors
Florida
$20.2K
NS
713
NBC Securities
Alabama
$20K -$113 -1 -0.5%
CFO
714
CVA Family Office
Colorado
$20K +$19.6K +173 +1,730%
OSNBOA
715
Old Second National Bank of Aurora
Illinois
$19.6K -$2.49K -22 -11%
PMFA
716
Plante Moran Financial Advisors
Michigan
$19.3K +$2.94K +26 +17%
CIAS
717
CBIZ Investment Advisory Services
Ohio
$18.9K
GEA
718
Glen Eagle Advisors
New Jersey
$18.1K +$113 +1 +0.6%
DF
719
Dunhill Financial
United Kingdom
$17.1K +$16.7K +148 +1,850%
DIP
720
DT Investment Partners
Pennsylvania
$16.7K
CH
721
Cromwell Holdings
Wyoming
$16.5K +$17.1K +151 New
AA
722
Addison Advisors
Vermont
$16.4K -$20.8K -184 -55%
CAC
723
Core Alternative Capital
Georgia
$16.4K
LSA
724
Leonteq Securities AG
Switzerland
$14.6K +$15.2K +134 New
MFT
725
Moisand Fitzgerald Tamayo
Florida
$14.5K

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.