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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
CFO
776
CVA Family Office
Colorado
$4.18K -$19K -165 -81%
CB
777
Community Bank
New York
$4.18K
CMP
778
Coston McIsaac & Partners
Maine
$4K -$690 -6 -14%
RCM
779
Raleigh Capital Management
North Carolina
$3.85K -$4.6K -40 -53%
BGAI
780
Bruce G. Allen Investments
Colorado
$3.85K -$115 -1 -3%
FPF
781
First Pacific Financial
Washington
$3.63K -$4.37K -38 -54%
BCMLT
782
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.54K
VWWMG
783
Vermillion & White Wealth Management Group
Pennsylvania
$3.41K
HWA
784
Heritage Wealth Advisors
Virginia
$3.3K
CA
785
Continuum Advisory
Idaho
$3.3K +$115 +1 +3%
HIW
786
Holos Integrated Wealth
Pennsylvania
$3.19K +$3.34K +29 New
CAS
787
Coppell Advisory Solutions
Texas
$3.19K
BIG
788
Brooklyn Investment Group
New York
$3.08K +$460 +4 +17%
DF
789
Dunhill Financial
United Kingdom
$3.05K -$16.1K -140 -83%
MSG
790
Main Street Group
Virginia
$2.97K
AWM
791
Abound Wealth Management
Tennessee
$2.9K +$1.84K +16 +160%
FGA
792
Fortis Group Advisors
New Jersey
$2.86K
IHWM
793
Iron Horse Wealth Management
Iowa
$2.86K +$1.5K +13 +100%
PWMG
794
Private Wealth Management Group
New Jersey
$2.55K -$230 -2 -8%
PFG
795
Putney Financial Group
California
$2.53K +$2.65K +23 New
RAM
796
Riggs Asset Management
Pennsylvania
$2.53K
TH
797
TCTC Holdings
Texas
$2.42K
SO
798
Sierra Ocean
California
$2.42K +$2.53K +22 New
TCM
799
Tradewinds Capital Management
Washington
$2.39K
NWWA
800
New Wave Wealth Advisors
Arkansas
$2.21K +$2.3K +20 New

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.