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J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
801
Financial Network Wealth Advisors
Utah
$2.3K +$1.18K +10 +111%
NFA
802
Northwest Financial Advisors
Virginia
$2.06K +$2K +17 New
OWP
803
ORG Wealth Partners
Texas
$1.94K +$1.89K +16 New
CPA
804
Capital Performance Advisors
California
$1.82K +$1.77K +15 New
MRCM
805
M&R Capital Management
New Jersey
$1.73K +$1.65K +14 New
IAIM
806
International Assets Investment Management
Florida
$1.71K +$23.9M +203,136 +4,996%
DPW
807
DiNuzzo Private Wealth
Pennsylvania
$1.7K +$118 +1 +8%
SIC
808
SJS Investment Consulting
Ohio
$1.57K +$707 +6 +86%
IHWM
809
Iron Horse Wealth Management
Iowa
$1.57K
BWAM
810
Boyd Watterson Asset Management
Ohio
$1.45K
GJWM
811
Gilliland Jeter Wealth Management
Arkansas
$1.45K
NCM
812
Northwest Capital Management
Oregon
$1.45K
HCP
813
Hexagon Capital Partners
Arkansas
$1.33K +$1.3K +11 New
CPG
814
Cornerstone Planning Group
New Jersey
$1.3K -$118 -1 -8%
KWAG
815
Kiely Wealth Advisory Group
North Carolina
$1.27K
AWM
816
Abound Wealth Management
Tennessee
$1.22K
TFM
817
TFC Financial Management
Massachusetts
$1.21K +$118 +1 +11%
TFA
818
Transamerica Financial Advisors
Florida
$1K -$66.4K -564 -99%
TFGT
819
TS Financial Group (TSFG)
Illinois
$1K
FFWM
820
Future Financial Wealth Management
Ohio
$870 +$825 +7 New
WPA
821
West Paces Advisors
Georgia
$848
VWA
822
Valued Wealth Advisors
Utah
$761 -$707 -6 -50%
PWMG
823
Prestige Wealth Management Group
New Jersey
$727
WWP
824
WR Wealth Planners
Missouri
$623 -$4.12K -35 -88%
CAM
825
ClariVest Asset Management
California
$543