SJM icon

J.M. Smucker
SJM

Overview Fund Activity

917 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 314 increasing their positions, 331 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-22
Holders Change %
-2.34%
% of All Funds
14.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
76
Increased
314
Reduced
331
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M

Top Buyers

1
BlackRock
BlackRock
New York
$1.48B
2
Two Sigma Investments
Two Sigma Investments
New York
$100M
3
Amundi
Amundi
France
$112M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$86.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$270M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$23.1M
2
Citadel Advisors
Citadel Advisors
Florida
$1.08M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.3M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Bank of America
Bank of America
North Carolina
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
851
WR Wealth Planners
Missouri
$8.43K +$2.96K +20 +54%
IBOK
852
Independence Bank of Kentucky
Kentucky
$7.38K – – –
NRG
853
Nemes Rush Group
Michigan
$7.38K +$7.38K +50 New
GWMIA
854
Global Wealth Management Investment Advisory
Florida
$7.38K +$7.38K +50 New
TIM
855
Thompson Investment Management
Wisconsin
$7.38K – – –
PI
856
PEAK6 Investments
Illinois
$7.38K +$7.38K +50 New
SC
857
Steph & Co
Wisconsin
$7.24K – – –
JMF
858
Johnson Midwest Financial
Iowa
$7.14K – – –
CMP
859
Coston McIsaac & Partners
Maine
$7K -$429 -3 -6%
CHC
860
City Holding Co
West Virginia
$6.79K +$6.79K +46 New
FCAG
861
First Capital Advisors Group
New Jersey
$6.65K +$6.65K +45 New
CAL
862
Capital Advisors Ltd
Ohio
$6K -$9.95K -68 -62%
Loomis, Sayles & Company
863
Loomis, Sayles & Company
Massachusetts
$6K -$5.53K -35 -48%
EARNEST Partners
864
EARNEST Partners
Georgia
$5.76K – – –
GKIM
865
GW&K Investment Management
Massachusetts
$5K +$5K +34 New
TWC
866
TD Waterhouse Canada
Ontario, Canada
$4.96K – – –
HWA
867
Heritage Wealth Advisors
Virginia
$4.43K +$4.43K +30 New
CAS
868
Coppell Advisory Solutions
Texas
$4.25K +$4.25K +29 New
SIS
869
Sound Income Strategies
Florida
$4.14K +$4.14K +28 New
FA
870
Financial Avengers
California
$4.08K +$146 +1 +4%
TAIM
871
TD Ameritrade Investment Management
Nebraska
$4K -$157K -943 -98%
CWC
872
Carolinas Wealth Consulting
North Carolina
$3.86K – – –
WBC
873
West Branch Capital
Massachusetts
$3.69K – – –
RFG
874
RFP Financial Group
Georgia
$3.54K – – –
FPFS
875
First Personal Financial Services
North Carolina
$3.45K – – –
33 34
35
36 37