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J.M. Smucker
SJM

Overview Fund Activity

877 hedge funds and large institutions have $10.7B invested in J.M. Smucker in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 254 increasing their positions, 361 reducing their positions, and 98 closing their positions.

Holders
877
Holders Change
-17
Holders Change %
-1.9%
% of All Funds
12.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
87
Increased
254
Reduced
361
Closed
98
Calls
$164M
Puts
$148M
Net Calls
+$16.5M
Net Calls Change
+$106M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$365M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$166M
3
Holocene Advisors
3
Holocene Advisors
New York
$137M
4
ICP
4
Ilex Capital Partners
United Kingdom
$48.2M
5
CIP
5
Champlain Investment Partners
Vermont
$184M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$194M
2
BlackRock
2
BlackRock
New York
$1.15B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$20.2M
4
Man Group
4
Man Group
United Kingdom
$23.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
FPFS
826
First Personal Financial Services
North Carolina
$2.94K 23 – –
RAM
827
Riggs Asset Management
Pennsylvania
$2.9K 23 – –
TH
828
TCTC Holdings
Texas
$2.77K 22 – –
WAS
829
Winch Advisory Services
Wisconsin
$2.54K 20 – –
EDRH
830
Edmond de Rothschild Holding
Switzerland
$2.52K 20 – –
TWC
831
TD Waterhouse Canada
Ontario, Canada
$2.46K 20 – –
FFO
832
Fortitude Family Office
Arizona
$2.39K 19 – –
QC
833
Quent Capital
New York
$2.14K 17 – –
PO
834
Private Ocean
California
$2.14K 17 – –
A
835
AlphaQuest
New York
$2.14K 17 +17 New
CA
836
Centerpoint Advisors
Massachusetts
$2K 12 – –
VCM
837
Versant Capital Management
Arizona
$1.89K 15 – –
GI
838
Gradient Investments
Minnesota
$1.89K 15 +11 +275%
IHWM
839
Iron Horse Wealth Management
Iowa
$1.64K 13 – –
CPG
840
Cornerstone Planning Group
New Jersey
$1.61K 15 +3 +25%
VWA
841
Valued Wealth Advisors
Utah
$1.52K 12 +12 New
NCM
842
Northwest Capital Management
Oregon
$1.51K 12 – –
BWAM
843
Boyd Watterson Asset Management
Ohio
$1.51K 12 – –
GJWM
844
Gilliland Jeter Wealth Management
Arkansas
$1.51K 12 +12 New
CHA
845
Carmichael Hill & Associates
Maryland
$1.39K 11 -3 -21%
DPW
846
DiNuzzo Private Wealth
Pennsylvania
$1.39K 11 – –
KWAG
847
Kiely Wealth Advisory Group
North Carolina
$1.28K 11 – –
AWM
848
Abound Wealth Management
Tennessee
$1.27K 10 -6 -38%
BCPWM
849
Bradley & Co Private Wealth Management
Florida
$1.26K 10 – –
TFM
850
TFC Financial Management
Massachusetts
$1.26K 10 +1 +11%
32 33
34
35 36