We are live on ! Find out more
SJM icon

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
PCM
751
Peregrine Capital Management
Minnesota
$9.91K
TSMHT
752
Thurston Springer Miller Herd & Titak
Indiana
$9.8K -$12.4K -108 -55%
IBOK
753
Independence Bank of Kentucky
Kentucky
$9.14K
BCA
754
Bray Capital Advisors
Florida
$8.81K
BA
755
Bellwether Advisors
Nebraska
$7.71K +$8.05K +70 New
BTD
756
BankPlus Trust Department
Mississippi
$7.05K +$7.36K +64 New
CWP
757
Clark Wealth Partners
Illinois
$7.05K +$7.36K +64 New
RWM
758
Ruedi Wealth Management
Illinois
$6.94K
TCG
759
Transcendent Capital Group
Oklahoma
$6.94K
SIS
760
Strategic Investment Solutions
Illinois
$6.51K +$5.87K +51 New
PGAM
761
Princeton Global Asset Management
New Jersey
$6.5K
WA
762
Whipplewood Advisors
Colorado
$6.17K +$6.44K +56 New
A
763
AlphaQuest
New York
$6.06K -$935K -8,133 -99%
FA
764
Financial Avengers
California
$6.04K +$115 +1 +2%
BIA
765
Bell Investment Advisors
California
$5.84K +$805 +7 +15%
GJIA
766
Glass Jacobson Investment Advisors
Maryland
$5.73K
MTIC
767
Missouri Trust & Investment Company
Missouri
$5.51K +$5.75K +50 New
SC
768
Steph & Co
Wisconsin
$5.4K
WTFG
769
Wood Tarver Financial Group
Idaho
$5K +$5.41K +47 New
ACM
770
Anfield Capital Management
California
$4.74K
CAM
771
Creekmur Asset Management
Illinois
$4.63K
GBT
772
Grove Bank & Trust
Florida
$4.51K +$2.07K +18 +78%
OP
773
ORG Partners
Indiana
$4.43K
ZB
774
Zions Bancorporation
Utah
$4.41K +$1.03K +9 +29%
MA
775
Montag & Associates
Georgia
$4.39K +$115 +1 +3%

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.