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J.M. Smucker
SJM

Overview Fund Activity

894 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 292 increasing their positions, 336 reducing their positions, and 102 closing their positions.

Holders
894
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.11%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
127
Increased
292
Reduced
336
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$477M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$160M
3
Millennium Management
3
Millennium Management
New York
$146M
4
Man Group
4
Man Group
United Kingdom
$97.8M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$98.5M

Top Sellers

1
CP
1
Coho Partners
Pennsylvania
$1.18M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$68.8M
3
Wells Fargo
3
Wells Fargo
California
$80.5M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$23.5M
5
DekaBank Deutsche Girozentrale
5
DekaBank Deutsche Girozentrale
Germany
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
851
Northwest Financial Advisors
Virginia
$2.15K 17 +17 New
AWM
852
Abound Wealth Management
Tennessee
$2.03K 16 – –
OP
853
ORG Partners
Indiana
$2.02K 16 -93 -85%
CA
854
Centerpoint Advisors
Massachusetts
$2K 12 – –
BHWM
855
Beaird Harris Wealth Management
Texas
$1.9K 15 – –
VCM
856
Versant Capital Management
Arizona
$1.9K 15 +4 +36%
CHA
857
Carmichael Hill & Associates
Maryland
$1.77K 14 – –
IHWM
858
Iron Horse Wealth Management
Iowa
$1.64K 13 – –
CPG
859
Cornerstone Planning Group
New Jersey
$1.53K 12 +11 +1,100%
BWAM
860
Boyd Watterson Asset Management
Ohio
$1.52K 12 – –
NCM
861
Northwest Capital Management
Oregon
$1.52K 12 – –
KWAG
862
Kiely Wealth Advisory Group
North Carolina
$1.49K 11 +11 New
DPW
863
DiNuzzo Private Wealth
Pennsylvania
$1.39K 11 +11 New
BCPWM
864
Bradley & Co Private Wealth Management
Florida
$1.26K 10 – –
TFM
865
TFC Financial Management
Massachusetts
$1.14K 9 +4 +80%
TAM
866
Tucker Asset Management
Colorado
$1.14K 9 – –
CJ
867
Caitlin John
Michigan
$1.02K 8 +8 New
AW
868
Avion Wealth
Texas
$1K 9 +1 +13%
TFGT
869
TS Financial Group (TSFG)
Illinois
$1K 7 +7 New
SIC
870
SJS Investment Consulting
Ohio
$885 7 -5 -42%
DF
871
Dunhill Financial
United Kingdom
$868 7 +7 New
FRA
872
Frank Rimerman Advisors
California
$758 6 +6 New
LFG
873
Larson Financial Group
Missouri
$675 5 – –
AT
874
Arlington Trust
Alabama
$632 5 – –
AF
875
Advisornet Financial
Minnesota
$632 5 +5 New
33 34
35
36 37