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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
PSB
726
Piscataqua Savings Bank
New Hampshire
$13.8K
RWPA
727
Richard W. Paul & Associates
Michigan
$13.8K
DRP
728
Decker Retirement Planning
Utah
$13.8K +$14.4K +125 New
AWM
729
Atticus Wealth Management
Florida
$13.2K
BAM
730
Bellevue Asset Management
Washington
$13.1K +$5.06K +44 +59%
C
731
Covestor
United Kingdom
$13K +$230 +2 +2%
TIM
732
Tortoise Investment Management
New York
$12.6K
NECFA
733
New England Capital Financial Advisors
Connecticut
$12.6K +$115 +1 +0.9%
SWM
734
Spire Wealth Management
Virginia
$12.6K +$3.91K +34 +43%
GEA
735
Glen Eagle Advisors
New Jersey
$12.4K -$6.21K -54 -32%
MCM
736
MV Capital Management
Maryland
$12.3K -$345 -3 -3%
SR
737
Syntax Research
Florida
$12.3K
TWD
738
True Wealth Design
Ohio
$11.8K -$805 -7 -6%
SS
739
SBI Securities
Japan
$11.7K +$12.2K +106 New
SN
740
Sittner & Nelson
Oregon
$11.6K
WWM
741
Wolff Wiese Magana
California
$11.6K
JWA
742
JFS Wealth Advisors
Pennsylvania
$11.5K -$1.38K -12 -10%
CFFP
743
Center for Financial Planning
Michigan
$11K
EFP
744
EnRich Financial Partners
Wisconsin
$11K
LWANC
745
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
VWA
746
VSM Wealth Advisory
Maryland
$11K +$11.5K +100 New
APW
747
Aventura Private Wealth
Florida
$11K +$11.5K +100 New
HWM
748
Hemington Wealth Management
Virginia
$11K +$460 +4 +4%
TPCW
749
TD Private Client Wealth
New York
$10.9K -$422K -3,669 -97%
BSB
750
Bangor Savings Bank
Maine
$10K

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.