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J.M. Smucker
SJM

922 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 315 increasing their positions, 331 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $36.4M

2.41% more ownership

Funds ownership: 78.12% → 80.53% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 331

2% less funds holding

Funds holding: 943 → 922 (-21)

7% less capital invested

Capital invested by funds: $13B → $12.1B (-$862M)

18% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 94

Holders
922
Holders Change
-21
Holders Change %
-2.23%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
77
Increased
315
Reduced
331
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$90.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$71.8M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$70.1M
4
Amundi
Amundi
France
+$70M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$49.2M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$152M
2
Citadel Advisors
Citadel Advisors
Florida
-$113M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$107M
4
Holocene Advisors
Holocene Advisors
New York
-$104M
5
Bank of America
Bank of America
North Carolina
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
876
TD Ameritrade Investment Management
Nebraska
$4K -$144K -943 -98%
CWC
877
Carolinas Wealth Consulting
North Carolina
$3.86K – – –
WBC
878
West Branch Capital
Massachusetts
$3.69K – – –
RFG
879
RFP Financial Group
Georgia
$3.54K – – –
FPFS
880
First Personal Financial Services
North Carolina
$3.45K – – –
AWM
881
Abound Wealth Management
Tennessee
$3.42K +$1.98K +13 +130%
RAM
882
Riggs Asset Management
Pennsylvania
$3.4K – – –
TH
883
TCTC Holdings
Texas
$3.25K – – –
SIC
884
SJS Investment Consulting
Ohio
$3.1K -$763 -5 -19%
GBT
885
Grove Bank & Trust
Florida
$3.1K – – –
MCM
886
Magnolia Capital Management
New York
$3K – – –
WAS
887
Winch Advisory Services
Wisconsin
$3K – – –
SF
888
Safeguard Financial
Wisconsin
$3K +$3.97K +26 New
EDRH
889
Edmond de Rothschild Holding
Switzerland
$2.95K – – –
VCM
890
Versant Capital Management
Arizona
$2.95K +$305 +2 +11%
BWM
891
BerganKDV Wealth Management
Minnesota
$2.81K -$305 -2 -10%
TF
892
TimeScale Financial
Massachusetts
$2.66K – – –
PO
893
Private Ocean
California
$2.51K – – –
BHWM
894
Beaird Harris Wealth Management
Texas
$2.22K – – –
CHA
895
Carmichael Hill & Associates
Maryland
$2.07K – – –
DI
896
Disciplined Investments
Oklahoma
$2.07K -$1.07K -7 -33%
VNA
897
Valley National Advisers
Pennsylvania
$2K +$763 +5 +250%
IHWM
898
Iron Horse Wealth Management
Iowa
$1.92K – – –
IPW
899
Impact Partnership Wealth
Georgia
$1.92K +$1.98K +13 New
BWAM
900
Boyd Watterson Asset Management
Ohio
$1.77K – – –
34 35
36
37 38

SJM Hedge Fund Activity: Q2 2023 in Review

922 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2023, worth a combined $12.1B — down 6.6% from $13B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of SJM and 77 opened new positions — a net loss of 17 holders — while 331 trimmed existing stakes and 315 added.

The largest buyer was BlackRock, adding an estimated $90.5M. The largest seller was LSV Asset Management, cutting an estimated $152M.

  • 922 institutional investors held J.M. Smucker (SJM) as of Q2 2023, down from 943 in Q1 2023.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 77 funds opened new J.M. Smucker positions in Q2 2023 and 94 closed out, a net change of -17 holders.
  • The largest J.M. Smucker buyer in Q2 2023 was BlackRock, an estimated $90.5M added.
  • The largest J.M. Smucker seller in Q2 2023 was LSV Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2023.