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J.M. Smucker
SJM

Overview Fund Activity

894 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 292 increasing their positions, 336 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
127
Increased
292
Reduced
336
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$477M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$160M
3
Millennium Management
Millennium Management
New York
$146M
4
Man Group
Man Group
United Kingdom
$97.8M
5
Lazard Asset Management
Lazard Asset Management
New York
$98.5M

Top Sellers

1
CP
Coho Partners
Pennsylvania
$1.18M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.8M
3
Wells Fargo
Wells Fargo
California
$80.5M
4
Two Sigma Investments
Two Sigma Investments
New York
$23.5M
5
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
751
Advantage Trust Company
Kansas
$25.3K +$25.3K +200 New
WTG
752
West Tower Group
Virginia
$25.2K +$25.2K +199 New
First Manhattan
753
First Manhattan
New York
$23.6K -$1.77K -14 -7%
TCWA
754
Turtle Creek Wealth Advisors
Texas
$23.6K +$23.6K +187 New
NS
755
NBC Securities
Alabama
$23K +$124 +1 +0.5%
TFIPS
756
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K +$21.5K +170 New
DIP
757
DT Investment Partners
Pennsylvania
$20.3K – – –
Bank Julius Baer & Co
758
Bank Julius Baer & Co
Switzerland
$20.2K -$253 -2 -1%
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$20.1K – – –
SA
760
Scarborough Advisors
Maryland
$19.6K +$19.6K +155 New
PMFA
761
Plante Moran Financial Advisors
Michigan
$19.1K -$36.6K -290 -66%
CAC
762
Core Alternative Capital
Georgia
$19K -$196K -1,550 -91%
BWM
763
BKM Wealth Management
Wisconsin
$17.7K +$17.7K +140 New
AssetMark Inc
764
AssetMark Inc
California
$17.2K +$1.39K +11 +9%
MFT
765
Moisand Fitzgerald Tamayo
Florida
$16.8K -$19.7K -156 -54%
CCC
766
Chelsea Counsel Company
California
$16.4K – – –
EL
767
EMFO LLC
Florida
$16.2K – – –
NECFA
768
New England Capital Financial Advisors
Connecticut
$15.8K +$2.02K +16 +15%
RWPA
769
Richard W. Paul & Associates
Michigan
$15.8K – – –
BAM
770
Bellevue Asset Management
Washington
$15.8K – – –
PSB
771
Piscataqua Savings Bank
New Hampshire
$15.8K – – –
AWM
772
Atticus Wealth Management
Florida
$15.7K – – –
BWP
773
Baldwin Wealth Partners
Massachusetts
$15.7K – – –
GEA
774
Glen Eagle Advisors
New Jersey
$15.5K -$16.9K -134 -52%
NFSG
775
Newbridge Financial Services Group
Florida
$15.5K +$127 +1 +0.8%
29 30
31
32 33