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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
BCPWM
826
Bradley & Co Private Wealth Management
Florida
$1.09K – – –
TFGT
827
TS Financial Group (TSFG)
Illinois
$1K – – –
PCM
828
Penserra Capital Management
California
$1K +$339 +3 +100%
SFCL
829
Strengthening Families & Communities LLC
Massachusetts
$1K +$566 +5 New
TFM
830
TFC Financial Management
Massachusetts
$982 -$113 -1 -10%
TAM
831
Tucker Asset Management
Colorado
$981 – – –
FNWA
832
Financial Network Wealth Advisors
Utah
$981 +$1.02K +9 New
SIC
833
SJS Investment Consulting
Ohio
$764 – – –
CCM
834
Chilton Capital Management
Texas
$764 +$792 +7 New
FW
835
Fairway Wealth
Ohio
$763 +$792 +7 New
WPA
836
West Paces Advisors
Georgia
$763 +$792 +7 New
PWMG
837
Prestige Wealth Management Group
New Jersey
$655 -$2.72K -24 -80%
ECM
838
Everence Capital Management
Indiana
$647 – – –
UWS
839
Unique Wealth Strategies
Illinois
$629 +$566 +5 New
CAM
840
ClariVest Asset Management
California
$543 +$566 +5 New
CWC
841
Carolinas Wealth Consulting
North Carolina
$437 – – –
FFA
842
Frazier Financial Advisors
Ohio
$437 – – –
BL
843
BFSG LLC
California
$296 – – –
FP
844
Financial Perspectives
Minnesota
$218 – – –
HCM
845
Hollencrest Capital Management
California
$218 – – –
OC
846
Oakworth Capital
Alabama
$218 – – –
SWA
847
SOA Wealth Advisors
New York
$119 – – –
TCM
848
TD Capital Management
Tennessee
$112 – – –
WA
849
WestEnd Advisors
North Carolina
$109 – – –
DWM
850
Dogwood Wealth Management
Kansas
$1 – – –
32 33
34
35 36

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.