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
ACM
51
Advisors Capital Management
New Jersey
$26.1M +$726K +6,309 +3%
Renaissance Technologies
52
Renaissance Technologies
New York
$24.1M -$14.5M -126,400 -37%
N
53
Nuveen
North Carolina
$24M -$1.5M -13,056 -6%
WorldQuant Millennium Advisors
54
WorldQuant Millennium Advisors
New York
$23.9M +$2.4M +20,837 +11%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$23.6M +$1.37M +11,952 +6%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$23.2M +$13.8M +119,570 +132%
AllianceBernstein
57
AllianceBernstein
Tennessee
$22.9M +$9.26M +80,511 +63%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$22.8M +$4.22M +36,663 +22%
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$22.7M -$9.29M -80,749 -28%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$253K +2,197 +1%
Verition Fund Management
61
Verition Fund Management
Connecticut
$21.6M +$2.26M +19,614 +11%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$21.5M -$717K -6,232 -3%
Prudential Financial
63
Prudential Financial
New Jersey
$19.9M +$12.9M +112,055 +164%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$19.5M -$1.94M -16,849 -9%
Victory Capital Management
65
Victory Capital Management
Texas
$19M +$2.39M +20,748 +14%
Man Group
66
Man Group
United Kingdom
$18M +$15.3M +133,011 +435%
Lazard Asset Management
67
Lazard Asset Management
New York
$17.9M +$293K +2,545 +2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$17.9M +$2.17M +18,877 +13%
GI
69
GAMCO Investors
Connecticut
$17M -$904K -7,861 -5%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$16.7M +$276K +2,402 +2%
Stifel Financial
71
Stifel Financial
Missouri
$16.2M -$2.53M -22,028 -13%
AQR Capital Management
72
AQR Capital Management
Connecticut
$16.1M -$18M -156,750 -52%
TI
73
Trexquant Investment
Connecticut
$15.9M +$16.6M +144,265 New
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$15.7M +$320K +2,782 +2%
STCG
75
Speece Thorson Capital Group
Minnesota
$15.6M +$3.21M +27,883 +25%

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.