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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
CTWM
801
Cherry Tree Wealth Management
Minnesota
$2.2K
CSB
802
City State Bank
Iowa
$2.2K -$1.84K -16 -44%
EDRH
803
Edmond de Rothschild Holding
Switzerland
$2.2K
TWC
804
TD Waterhouse Canada
Ontario, Canada
$2.2K
FFO
805
Fortitude Family Office
Arizona
$2.09K
MSWM
806
Mowery & Schoenfeld Wealth Management
Illinois
$1.98K +$2.07K +18 New
OWP
807
ORG Wealth Partners
Texas
$1.76K
DPW
808
DiNuzzo Private Wealth
Pennsylvania
$1.54K
BWAM
809
Boyd Watterson Asset Management
Ohio
$1.32K
NCM
810
Northwest Capital Management
Oregon
$1.32K
CPG
811
Cornerstone Planning Group
New Jersey
$1.24K +$115 +1 +9%
HWA
812
HHM Wealth Advisors
Tennessee
$1.21K +$1.26K +11 New
MWA
813
Medallion Wealth Advisors
Connecticut
$1.18K +$1.15K +10 New
KWAG
814
Kiely Wealth Advisory Group
North Carolina
$1.16K
BCPWM
815
Bradley & Co Private Wealth Management
Florida
$1.1K +$1.15K +10 New
MMCM
816
Murphy & Mullick Capital Management
New York
$1.1K +$1.15K +10 New
TFA
817
Transamerica Financial Advisors
Florida
$1K -$575 -5 -71%
TFGT
818
TS Financial Group (TSFG)
Illinois
$1K
SIC
819
SJS Investment Consulting
Ohio
$992 -$460 -4 -31%
PWA
820
Physician Wealth Advisors
Utah
$992 +$1.03K +9 New
CPCPP
821
Canada Post Corporation Pension Plan
Canada
$881 +$920 +8 New
FFWM
822
Future Financial Wealth Management
Ohio
$797
WPA
823
West Paces Advisors
Georgia
$661 -$115 -1 -14%
PWMG
824
Prestige Wealth Management Group
New Jersey
$661
BT
825
Banque Transatlantique
France
$657 +$690 +6 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.