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J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
726
Sanctuary Wealth Management
Idaho
$15.3K +$14.8K +126 New
CSC
727
Caldwell Sutter Capital
California
$15.2K +$1.18K +10 +9%
RWPA
728
Richard W. Paul & Associates
Michigan
$15.1K
PSB
729
Piscataqua Savings Bank
New Hampshire
$15.1K
AWM
730
Atticus Wealth Management
Florida
$14.5K -$471 -4 -3%
JWA
731
JFS Wealth Advisors
Pennsylvania
$14K +$2.59K +22 +23%
C
732
Covestor
United Kingdom
$14K +$1.18K +10 +9%
MCM
733
MV Capital Management
Maryland
$13.9K -$353 -3 -3%
TIM
734
Tortoise Investment Management
New York
$13.9K -$118 -1 -0.9%
TWD
735
True Wealth Design
Ohio
$13.8K +$118 +1 +0.9%
TC
736
Truvestments Capital
Florida
$13.8K -$255K -2,161 -95%
NECFA
737
New England Capital Financial Advisors
Connecticut
$13.7K +$118 +1 +0.9%
SR
738
Syntax Research
Florida
$13.6K
SN
739
Sittner & Nelson
Oregon
$12.7K -$236 -2 -2%
WWM
740
Wolff Wiese Magana
California
$12.7K
SL
741
Salomon & Ludwin
Virginia
$12.4K -$707 -6 -6%
PCMC
742
Planning Capital Management Corporation
Pennsylvania
$12.2K -$471 -4 -4%
CFFP
743
Center for Financial Planning
Michigan
$12.1K
EFP
744
EnRich Financial Partners
Wisconsin
$12.1K
LWANC
745
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.1K
NMM
746
Naples Money Management
Florida
$12.1K
ABWM
747
Alpine Bank Wealth Management
Colorado
$12.1K +$11.8K +100 New
NRG
748
Nemes Rush Group
Michigan
$11.6K
BSB
749
Bangor Savings Bank
Maine
$11K -$1.53K -13 -13%
HWM
750
Hemington Wealth Management
Virginia
$11K +$11.5K +98 New