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J.M. Smucker
SJM

Overview Fund Activity

879 hedge funds and large institutions have $10.2B invested in J.M. Smucker in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 284 increasing their positions, 339 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-38
Holders Change %
-4.14%
% of All Funds
14.01%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
87
Increased
284
Reduced
339
Closed
115
Calls
$119M
Puts
$147M
Net Calls
-$28.3M
Net Calls Change
-$49.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$179M
2
Renaissance Technologies
Renaissance Technologies
New York
$134M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$34M
4
Bank of America
Bank of America
North Carolina
$95.3M
5
Barclays
Barclays
United Kingdom
$58.6M

Top Sellers

1
DC
Davenport & Co
Virginia
$4.97M
2
First Trust Advisors
First Trust Advisors
Illinois
$65.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$175M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.59B
5
BlackRock
BlackRock
New York
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
826
Capital Analysts LLC
Pennsylvania
$4K +$4K +34 New
BEI
827
Benjamin Edwards Inc
Missouri
$4K +$4K +35 New
SFG
828
Steward Financial Group
Texas
$4K +$4K +38 New
HWA
829
Heritage Wealth Advisors
Virginia
$3.69K – – –
ITIM
830
Indiana Trust & Investment Management
Indiana
$3.69K +$3.69K +30 New
SIS
831
Sound Income Strategies
Florida
$3.44K – – –
FA
832
Financial Avengers
California
$3.42K – – –
FGA
833
Fortis Group Advisors
New Jersey
$3.2K +$3.2K +26 New
WBC
834
West Branch Capital
Massachusetts
$3.07K – – –
CAL
835
Capital Advisors Ltd
Ohio
$3K -$1.92K -16 -39%
RFG
836
RFP Financial Group
Georgia
$2.95K – – –
FPFS
837
First Personal Financial Services
North Carolina
$2.87K – – –
RAM
838
Riggs Asset Management
Pennsylvania
$2.83K – – –
TH
839
TCTC Holdings
Texas
$2.7K – – –
EDRH
840
Edmond de Rothschild Holding
Switzerland
$2.46K – – –
PO
841
Private Ocean
California
$2.09K – – –
CSB
842
City State Bank
Iowa
$2K -$8.5K -85 -81%
MCM
843
Magnolia Capital Management
New York
$2K – – –
WAS
844
Winch Advisory Services
Wisconsin
$2K – – –
AWM
845
Abound Wealth Management
Tennessee
$1.98K -$865 -7 -30%
BHWM
846
Beaird Harris Wealth Management
Texas
$1.84K – – –
CHA
847
Carmichael Hill & Associates
Maryland
$1.72K – – –
IHWM
848
Iron Horse Wealth Management
Iowa
$1.6K – – –
SIC
849
SJS Investment Consulting
Ohio
$1.48K -$1.11K -9 -43%
NCM
850
Northwest Capital Management
Oregon
$1.48K – – –
32 33
34
35 36