We are live on ! Find out more
SJM icon

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
WWP
826
WR Wealth Planners
Missouri
$569
CWC
827
Carolinas Wealth Consulting
North Carolina
$441
BFPW
828
BOK Financial Private Wealth
Colorado
$441 +$460 +4 New
FFA
829
Frazier Financial Advisors
Ohio
$440
PWM
830
Parkworth Wealth Management
California
$330 +$345 +3 New
BL
831
BFSG LLC
California
$305
SL
832
Salomon & Ludwin
Virginia
$220 -$11.5K -100 -98%
FP
833
Financial Perspectives
Minnesota
$220
FWM
834
FSA Wealth Management
Massachusetts
$220
OC
835
Oakworth Capital
Alabama
$220
SS
836
Sunbelt Securities
Texas
$220
PWA
837
Principia Wealth Advisory
Texas
$220 +$230 +2 New
WW
838
Winnow Wealth
Texas
$207 +$230 +2 New
SWA
839
SOA Wealth Advisors
New York
$122
WAS
840
Winch Advisory Services
Wisconsin
$119
TCM
841
TD Capital Management
Tennessee
$113
WA
842
WestEnd Advisors
North Carolina
$110
T
843
Transce3nd
Texas
$110 +$115 +1 New
JCM
844
Junto Capital Management
New York
-$61.3M -505,876 Closed
Point72 Asset Management
845
Point72 Asset Management
Connecticut
-$51.8M -427,699 Closed
LIP
846
Lighthouse Investment Partners
Florida
-$20.4M -168,770 Closed
APG Asset Management
847
APG Asset Management
Netherlands
-$12.6M -116,337 Closed
AAA
848
Adams Asset Advisors
Texas
-$4.69M -38,688 Closed
Twin Tree Management
849
Twin Tree Management
Texas
-$2.67M -23,199 Closed
HW
850
Hedeker Wealth
Illinois
-$1.76M -14,567 Closed

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.