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

Top Sellers

1
CP
1
Coho Partners
Pennsylvania
$1.18M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.8M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$23.5M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
801
Bruce G. Allen Investments
Colorado
$10.6K +$10.6K +84 New
TSWM
802
Tyler-Stone Wealth Management
Ohio
$10.1K – – –
PWMG
803
Prestige Wealth Management Group
New Jersey
$8.97K -$2.02K -16 -18%
RWM
804
Ruedi Wealth Management
Illinois
$7.96K – – –
TCG
805
Transcendent Capital Group
Oklahoma
$7.96K +$7.96K +63 New
BWL
806
Bogart Wealth LLC
Virginia
$7.71K – – –
EWM
807
Evermay Wealth Management
Virginia
$7.58K – – –
BIA
808
Bell Investment Advisors
California
$7.33K -$5.44K -43 -43%
AAG
809
Armstrong Advisory Group
Massachusetts
$6.7K -$2.91K -23 -30%
GJIA
810
Glass Jacobson Investment Advisors
Maryland
$6.57K -$50.6K -400 -88%
FGA
811
Fortis Group Advisors
New Jersey
$6.57K +$3.29K +26 +100%
SIS
812
Strategic Investment Solutions
Illinois
$6.51K +$6.51K +51 New
GWMIA
813
Global Wealth Management Investment Advisory
Florida
$6.32K – – –
CCM
814
Chilton Capital Management
Texas
$6.32K +$6.32K +50 New
SC
815
Steph & Co
Wisconsin
$6.19K – – –
QL
816
Quarry LP
New York
$6.19K +$6.19K +49 New
CMP
817
Coston McIsaac & Partners
Maine
$6K – – –
PWM
818
Partnership Wealth Management
Maryland
$5.92K +$5.92K +45 New
AAP
819
Arax Advisory Partners
Colorado
$5.44K +$4.55K +36 +514%
RTL
820
Red Tortoise LLC
Georgia
$5.43K +$5.43K +43 New
PFA
821
Pathway Financial Advisers
Indiana
$5.19K -$4.05K -32 -44%
FCA
822
FinTrust Capital Advisors
South Carolina
$5.06K – – –
CIA
823
Cape Investment Advisory
Georgia
$4.93K +$4.93K +39 New
MA
824
Montag & Associates
Georgia
$4.86K -$116K -904 -96%
CB
825
Community Bank
New York
$4.8K – – –
31 32
33
34 35