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J.M. Smucker
SJM

899 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 292 increasing their positions, 338 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

25% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 102

9% more capital invested

Capital invested by funds: $10.3B → $11.2B (+$971M)

2.08% more ownership

Funds ownership: 81.66% → 83.73% (+2.1%)

2% more funds holding

Funds holding: 883 → 899 (+16)

14% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 338

39% less call options, than puts

Call options by funds: $143M | Put options by funds: $232M

Holders
899
Holders Change
+16
Holders Change %
+1.81%
% 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
128
Increased
292
Reduced
338
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$265M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$116M
3
Millennium Management
Millennium Management
New York
+$114M
4
Man Group
Man Group
United Kingdom
+$89.7M
5
Lazard Asset Management
Lazard Asset Management
New York
+$83.8M

Top Sellers

Rank Fund Capital Flow
1
CP
Coho Partners
Pennsylvania
-$107M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$102M
3
Wells Fargo
Wells Fargo
California
-$75.5M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$58M
5
Two Sigma Investments
Two Sigma Investments
New York
-$57.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
851
Winch Advisory Services
Wisconsin
$2.53K – – –
EDRH
852
Edmond de Rothschild Holding
Switzerland
$2.53K – – –
FFO
853
Fortitude Family Office
Arizona
$2.4K +$2.2K +19 New
QC
854
Quent Capital
New York
$2.15K -$5.21K -45 -73%
PO
855
Private Ocean
California
$2.15K – – –
NFA
856
Northwest Financial Advisors
Virginia
$2.15K +$1.97K +17 New
AWM
857
Abound Wealth Management
Tennessee
$2.03K – – –
OP
858
ORG Partners
Indiana
$2.02K -$10.8K -93 -85%
CA
859
Centerpoint Advisors
Massachusetts
$2K – – –
BHWM
860
Beaird Harris Wealth Management
Texas
$1.9K – – –
VCM
861
Versant Capital Management
Arizona
$1.9K +$463 +4 +36%
CHA
862
Carmichael Hill & Associates
Maryland
$1.77K – – –
IHWM
863
Iron Horse Wealth Management
Iowa
$1.64K – – –
CPG
864
Cornerstone Planning Group
New Jersey
$1.53K +$1.27K +11 +1,100%
BWAM
865
Boyd Watterson Asset Management
Ohio
$1.52K – – –
NCM
866
Northwest Capital Management
Oregon
$1.52K – – –
KWAG
867
Kiely Wealth Advisory Group
North Carolina
$1.49K +$1.27K +11 New
DPW
868
DiNuzzo Private Wealth
Pennsylvania
$1.39K +$1.27K +11 New
BCPWM
869
Bradley & Co Private Wealth Management
Florida
$1.26K – – –
TFM
870
TFC Financial Management
Massachusetts
$1.14K +$463 +4 +80%
TAM
871
Tucker Asset Management
Colorado
$1.14K – – –
CJ
872
Caitlin John
Michigan
$1.02K +$927 +8 New
AW
873
Avion Wealth
Texas
$1K +$116 +1 +13%
TFGT
874
TS Financial Group (TSFG)
Illinois
$1K +$811 +7 New
SIC
875
SJS Investment Consulting
Ohio
$885 -$579 -5 -42%
33 34
35
36 37

SJM Hedge Fund Activity: Q4 2023 in Review

899 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2023, worth a combined $11.2B — up 9.5% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SJM positions and 102 closed out — a net gain of 26 holders — while 292 added to existing stakes and 338 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Coho Partners, cutting an estimated $107M.

  • 899 institutional investors held J.M. Smucker (SJM) as of Q4 2023, up from 883 in Q3 2023.
  • Funds reported $11.2B of J.M. Smucker stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 128 funds opened new J.M. Smucker positions in Q4 2023 and 102 closed out, a net change of +26 holders.
  • The largest J.M. Smucker buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest J.M. Smucker seller in Q4 2023 was Coho Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2023.