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J.M. Smucker

833 hedge funds and large institutions have $10.9B invested in J.M. Smucker in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 268 increasing their positions, 301 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

41% more call options, than puts

Call options by funds: $139M | Put options by funds: $98.7M

13% more capital invested

Capital invested by funds: $9.65B → $10.9B (+$1.28B)

4.32% more ownership

Funds ownership: 82.4%86.71% (+4.3%)

1% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 100

1% less funds holding

Funds holding: 844833 (-11)

11% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 301

Holders
833
Holders Change
-11
Holders Change %
-1.3%
% of All Funds
11.17%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
99
Increased
268
Reduced
301
Closed
100
Calls
$139M
Puts
$98.7M
Net Calls
+$40.2M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Advisors Capital Management
New Jersey
$30.1M +$1.89M +17,539 +7%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$27.5M +$2.21M +20,483 +10%
N
53
Nuveen
North Carolina
$26.9M +$1.01M +9,309 +4%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$26.6M -$1.97M -18,277 -8%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$26.3M +$2.92M +27,049 +14%
TD Asset Management
56
TD Asset Management
Ontario, Canada
$26M -$3.17M -29,351 -12%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$409K +3,787 +2%
IP
58
Interval Partners
New York
$21.8M +$19.9M +184,229 New
HSBC Holdings
59
HSBC Holdings
United Kingdom
$21.3M -$2.91M -26,919 -13%
Stifel Financial
60
Stifel Financial
Missouri
$20.5M +$2.73M +25,267 +17%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$20.2M -$653K -6,047 -3%
LIP
62
Lighthouse Investment Partners
Florida
$19.7M +$18M +166,398 New
Two Sigma Investments
63
Two Sigma Investments
New York
$18.7M -$69M -639,299 -80%
Lazard Asset Management
64
Lazard Asset Management
New York
$18.5M -$659K -6,106 -4%
Citigroup
65
Citigroup
New York
$18.5M +$5.18M +48,005 +44%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$18.4M +$388K +3,593 +2%
GI
67
GAMCO Investors
Connecticut
$17.8M -$459K -4,251 -3%
GF
68
Gabelli Funds
New York
$16.8M +$556K +5,150 +4%
STCG
69
Speece Thorson Capital Group
Minnesota
$16.5M -$259K -2,398 -2%
Swedbank
70
Swedbank
Sweden
$16.2M
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$16.1M -$744K -6,891 -5%
BA
72
Bridgewater Associates
Connecticut
$16.1M +$7.11M +65,875 +94%
Principal Financial Group
73
Principal Financial Group
Iowa
$15.5M -$292K -2,708 -2%
Universal-Beteiligungs- und Servicegesellschaft
74
Universal-Beteiligungs- und Servicegesellschaft
Germany
$15M +$1.44M +13,347 +12%
AllianceBernstein
75
AllianceBernstein
Tennessee
$14.9M -$8.92M -82,627 -40%

SJM Hedge Fund Activity: Q1 2025 in Review

833 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2025, worth a combined $10.9B — up 13% from $9.65B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of SJM and 99 opened new positions — a net loss of 1 holder — while 301 trimmed existing stakes and 268 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $167M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $145M sold.

  • 833 institutional investors held J.M. Smucker (SJM) as of Q1 2025, down from 844 in Q4 2024.
  • Funds reported $10.9B of J.M. Smucker stock for Q1 2025, up 13% quarter-over-quarter.
  • 99 funds opened new J.M. Smucker positions in Q1 2025 and 100 closed out, a net change of -1 holder.
  • The largest J.M. Smucker buyer in Q1 2025 was Balyasny Asset Management, an estimated $167M added.
  • The largest J.M. Smucker seller in Q1 2025 was Champlain Investment Partners, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2025.