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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
FA
776
Financial Avengers
California
$5.87K +$113 +1 +2%
AAG
777
Armstrong Advisory Group
Massachusetts
$5.78K
GJIA
778
Glass Jacobson Investment Advisors
Maryland
$5.67K
LIA
779
Lynx Investment Advisory
District of Columbia
$5.48K +$5.66K +50 New
SC
780
Steph & Co
Wisconsin
$5.34K
FCA
781
FinTrust Capital Advisors
South Carolina
$5.02K +$679 +6 +15%
AF
782
Advisornet Financial
Minnesota
$5.02K +$5.21K +46 New
CMP
783
Coston McIsaac & Partners
Maine
$5K -$113 -1 -2%
ACM
784
Anfield Capital Management
California
$4.69K +$4.87K +43 New
CAM
785
Creekmur Asset Management
Illinois
$4.58K +$4.75K +42 New
WWP
786
WR Wealth Planners
Missouri
$4.38K
MA
787
Montag & Associates
Georgia
$4.27K
CB
788
Community Bank
New York
$4.14K
BEI
789
Benjamin Edwards Inc
Missouri
$4K
BGAI
790
Bruce G. Allen Investments
Colorado
$3.92K -$4.75K -42 -54%
CSB
791
City State Bank
Iowa
$3.92K -$1.36K -12 -25%
BCMLT
792
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.49K
CP
793
Camelot Portfolios
Ohio
$3.46K +$3.62K +32 New
VWWMG
794
Vermillion & White Wealth Management Group
Pennsylvania
$3.38K
HWA
795
Heritage Wealth Advisors
Virginia
$3.27K
SSB
796
Sandy Spring Bank
Maryland
$3.18K
MSG
797
Main Street Group
Virginia
$2.93K
FGA
798
Fortis Group Advisors
New Jersey
$2.83K
CA
799
Continuum Advisory
Idaho
$2.73K -$1.02K -9 -26%
PWMG
800
Private Wealth Management Group
New Jersey
$2.72K -$226 -2 -7%

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.