We are live on ! Find out more
SJM icon

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
HPC
701
HM Payson & Co
Maine
$22K
SWP
702
SIMA Wealth Partners
Virginia
$20.8K -$2.99K -26 -12%
OSNBOA
703
Old Second National Bank of Aurora
Illinois
$19.8K
VWM
704
Vermillion Wealth Management
Minnesota
$19.2K +$20.1K +175 New
CIAS
705
CBIZ Investment Advisory Services
Ohio
$19.1K -$1.61K -14 -7%
DWM
706
Darwin Wealth Management
Florida
$18.5K
CSC
707
Caldwell Sutter Capital
California
$17.7K +$4.14K +36 +29%
AGWCA
708
Annis Gardner Whiting Capital Advisors
Florida
$17.5K -$2.99K -26 -14%
CSWM
709
Cassady Schiller Wealth Management
Ohio
$17.5K
TC
710
Truvestments Capital
Florida
$17.4K +$5.06K +44 +39%
WA
711
WPG Advisers
Maryland
$17.2K +$17.9K +156 New
DIP
712
DT Investment Partners
Pennsylvania
$16.8K
PMFA
713
Plante Moran Financial Advisors
Michigan
$16.6K
CIAM
714
Caitong International Asset Management
Hong Kong
$16.6K +$17.4K +151 New
FWA
715
Flagship Wealth Advisors
Massachusetts
$16.6K +$17.4K +151 New
AA
716
Addison Advisors
Vermont
$16.5K
CAC
717
Core Alternative Capital
Georgia
$16.5K
QC
718
Quent Capital
New York
$16.5K +$345 +3 +2%
ADL
719
Asset Dedication LLC
California
$16.5K +$17.3K +150 New
LFG
720
Larson Financial Group
Missouri
$15.6K +$5.98K +52 +58%
AWM
721
Accredited Wealth Management
Kentucky
$15.4K +$16.1K +140 New
MFT
722
Moisand Fitzgerald Tamayo
Florida
$15K
BOJHT
723
Bank of Jackson Hole Trust
Wyoming
$14.8K +$15.4K +134 New
CCC
724
Chelsea Counsel Company
California
$14.3K
SWM
725
Sanctuary Wealth Management
Idaho
$13.9K

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.