We are live on ! Find out more
SJM icon

J.M. Smucker
SJM

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: 883 → 851 (-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: 3 → 1 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$118M
2
Two Sigma Investments
Two Sigma Investments
New York
+$88.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$75M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$64M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$61.5M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$137M
2
BlackRock
BlackRock
New York
-$111M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$58.3M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$52.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$50.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
801
First Personal Financial Services
North Carolina
$2.55K – – –
RAM
802
Riggs Asset Management
Pennsylvania
$2.51K – – –
TH
803
TCTC Holdings
Texas
$2.4K – – –
TCM
804
Tradewinds Capital Management
Washington
$2.37K +$2.49K +22 New
WAS
805
Winch Advisory Services
Wisconsin
$2.22K – – –
TWC
806
TD Waterhouse Canada
Ontario, Canada
$2.21K – – –
LFG
807
Larson Financial Group
Missouri
$2.21K +$2.26K +20 New
EDRH
808
Edmond de Rothschild Holding
Switzerland
$2.18K – – –
PO
809
Private Ocean
California
$2.18K +$339 +3 +18%
CTWM
810
Cherry Tree Wealth Management
Minnesota
$2.18K +$2.26K +20 New
FFO
811
Fortitude Family Office
Arizona
$2.07K – – –
VWM
812
Venturi Wealth Management
Texas
$1.85K -$29.4K -260 -94%
RFG
813
RFP Financial Group
Georgia
$1.64K -$2.72K -24 -62%
IHWM
814
Iron Horse Wealth Management
Iowa
$1.42K – – –
DPW
815
DiNuzzo Private Wealth
Pennsylvania
$1.42K +$226 +2 +18%
CPG
816
Cornerstone Planning Group
New Jersey
$1.37K -$339 -3 -20%
VWA
817
Valued Wealth Advisors
Utah
$1.33K – – –
KWAG
818
Kiely Wealth Advisory Group
North Carolina
$1.33K – – –
BWAM
819
Boyd Watterson Asset Management
Ohio
$1.31K – – –
GJWM
820
Gilliland Jeter Wealth Management
Arkansas
$1.31K – – –
NCM
821
Northwest Capital Management
Oregon
$1.31K – – –
IFAM
822
Institutional & Family Asset Management
Colorado
$1.31K +$1.36K +12 New
CHA
823
Carmichael Hill & Associates
Maryland
$1.2K – – –
VCM
824
Versant Capital Management
Arizona
$1.2K -$453 -4 -27%
AWM
825
Abound Wealth Management
Tennessee
$1.1K – – –
31 32
33
34 35

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.