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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
CCC
726
Chelsea Counsel Company
California
$14.2K
ATPW
727
Ashton Thomas Private Wealth
Arizona
$14.2K +$14.7K +130 New
QC
728
Quent Capital
New York
$14.1K +$12.7K +112 +659%
EL
729
EMFO LLC
Florida
$14K
AssetMark Inc
730
AssetMark Inc
California
$13.6K
PSB
731
Piscataqua Savings Bank
New Hampshire
$13.6K
RWPA
732
Richard W. Paul & Associates
Michigan
$13.6K
NFSG
733
Newbridge Financial Services Group
Florida
$13.6K +$226 +2 +2%
AWM
734
Atticus Wealth Management
Florida
$13.5K
GLR
735
Great Lakes Retirement
Ohio
$13.4K +$13.9K +123 New
MCM
736
MV Capital Management
Maryland
$12.9K +$905 +8 +7%
TIM
737
Tortoise Investment Management
New York
$12.6K -$5.66K -50 -30%
CSC
738
Caldwell Sutter Capital
California
$12.6K +$7.36K +65 +130%
TWD
739
True Wealth Design
Ohio
$12.3K
NECFA
740
New England Capital Financial Advisors
Connecticut
$12.2K +$113 +1 +0.9%
SR
741
Syntax Research
Florida
$12.2K
C
742
Covestor
United Kingdom
$12K -$107K -948 -90%
SL
743
Salomon & Ludwin
Virginia
$11.8K -$4.3K -38 -26%
SN
744
Sittner & Nelson
Oregon
$11.7K
PCMC
745
Planning Capital Management Corporation
Pennsylvania
$11.4K
WWM
746
Wolff Wiese Magana
California
$11.4K
BSB
747
Bangor Savings Bank
Maine
$11.3K
NMM
748
Naples Money Management
Florida
$11.1K
CFFP
749
Center for Financial Planning
Michigan
$10.9K -$2.15K -19 -16%
BCM
750
Birch Capital Management
Texas
$10.9K

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.