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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
N
51
Nuveen
North Carolina
$25.8M -$923K -8,159 -3%
ACM
52
Advisors Capital Management
New Jersey
$24.5M +$3.11M +27,510 +14%
UBS Group
53
UBS Group
Switzerland
$23.7M +$3.69M +32,654 +18%
APG Asset Management
54
APG Asset Management
Netherlands
$23.4M -$14.8M -131,000 -36%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$22.4M -$1.98M -17,535 -8%
Mitsubishi UFJ Asset Management
56
Mitsubishi UFJ Asset Management
Japan
$22.1M +$3.49M +30,852 +18%
Lazard Asset Management
57
Lazard Asset Management
New York
$21.7M +$4.43M +39,173 +24%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$21.7M -$67.7K -598 -0.3%
Squarepoint
59
Squarepoint
New York
$21.6M +$21.3M +188,138 +1,846%
AllianceBernstein
60
AllianceBernstein
Tennessee
$20.8M -$2.56M -22,625 -11%
BA
61
Bridgewater Associates
Connecticut
$20.7M +$449K +3,967 +2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$20.6M +$1.82M +16,117 +9%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$20M -$7.27M -64,212 -26%
WorldQuant Millennium Advisors
64
WorldQuant Millennium Advisors
New York
$19.9M +$20.6M +182,461 New
HSBC Holdings
65
HSBC Holdings
United Kingdom
$19.6M -$4.11M -36,288 -17%
CSS
66
Cubist Systematic Strategies
Connecticut
$19.3M +$20M +176,742 New
Jane Street
67
Jane Street
New York
$18.6M +$14.7M +129,582 +313%
ACM
68
Aquatic Capital Management
Illinois
$18.5M +$19.2M +169,300 New
GI
69
GAMCO Investors
Connecticut
$17.5M -$2.13M -18,810 -10%
Assenagon Asset Management
70
Assenagon Asset Management
Luxembourg
$17.4M +$17.8M +157,523 +6,703%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$17.1M -$2.34M -20,678 -12%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$17M +$597K +5,279 +4%
LIP
73
Lighthouse Investment Partners
Florida
$16.4M -$22.3M -197,274 -57%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$16.2M +$405K +3,578 +2%
Stifel Financial
75
Stifel Financial
Missouri
$16.2M +$221K +1,956 +1%

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.