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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
PGIM
851
Pacific Global Investment Management
California
-$1.66M -13,730 Closed
Los Angeles Capital Management
852
Los Angeles Capital Management
California
-$1.21M -10,026 Closed
Wellington Management Group
853
Wellington Management Group
Massachusetts
-$1.18M -9,769 Closed
ZIG
854
Zurich Insurance Group
Switzerland
-$1.17M -9,700 Closed
Teacher Retirement System of Texas
855
Teacher Retirement System of Texas
Texas
-$1.02M -8,415 Closed
GC
856
Guidance Capital
Kentucky
-$952K -7,824 Closed
DWM
857
Dynasty Wealth Management
Florida
-$826K -6,817 Closed
ET
858
Entropy Technologies
New York
-$796K -6,573 Closed
QIM
859
Quantitative Investment Management
Virginia
-$776K -6,409 Closed
FTDI
860
First Trust Direct Indexing
Massachusetts
-$750K -6,197 Closed
ACM
861
AlphaStar Capital Management
North Carolina
-$598K -4,938 Closed
WA
862
Wambolt & Associates
Colorado
-$507K -4,186 Closed
QCM
863
QRG Capital Management
Illinois
-$495K -4,086 Closed
FHB
864
First Hawaiian Bank
Hawaii
-$492K -4,066 Closed
OQS
865
Occudo Quantitative Strategies
Florida
-$474K -3,910 Closed
IMCOOI
866
Investment Management Corp of Ontario (IMCO)
Canada
-$435K -3,593 Closed
BCMO
867
Buckingham Capital Management (Ohio)
Ohio
-$419K -3,460 Closed
MYIA
868
Mount Yale Investment Advisors
Colorado
-$395K -3,260 Closed
FB
869
Fulton Bank
Pennsylvania
-$385K -3,178 Closed
CCIA
870
Campbell & Co Investment Adviser
Maryland
-$384K -3,174 Closed
JF
871
Jump Financial
Illinois
-$363K -2,995 Closed
ONB
872
Old National Bancorp
Indiana
-$344K -2,837 Closed
CRC
873
Curi RMB Capital
Illinois
-$335K -2,770 Closed
MPM
874
MBB Public Markets
Illinois
-$316K -2,610 Closed
GS
875
GTS Securities
New York
-$315K -2,598 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.