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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 %
AF
876
Advisornet Financial
Minnesota
$632 5 +5 New
HCP
877
Hexagon Capital Partners
Arkansas
$506 4 -32 -89%
CWC
878
Carolinas Wealth Consulting
North Carolina
$506 4 – –
GI
879
Gradient Investments
Minnesota
$506 4 – –
FFA
880
Frazier Financial Advisors
Ohio
$506 4 +4 New
TWP
881
TFO Wealth Partners
Ohio
$379 3 – –
LFA
882
LGT Financial Advisors
Texas
$379 3 +1 +50%
BL
883
BFSG LLC
California
$337 3 +3 New
OC
884
Oakworth Capital
Alabama
$253 2 – –
FP
885
Financial Perspectives
Minnesota
$253 2 – –
WA
886
WestEnd Advisors
North Carolina
$253 2 – –
HCM
887
Hollencrest Capital Management
California
$253 2 +1 +100%
SWA
888
SOA Wealth Advisors
New York
$135 1 – –
TVAMP
889
Tennessee Valley Asset Management Partners
Tennessee
$133 1 +1 New
TCM
890
TD Capital Management
Tennessee
$129 1 – –
DWM
891
Dogwood Wealth Management
Kansas
– – – –
DP
892
DDD Partners
Washington
– – -115,347 Closed
HF
893
HRT Financial
New York
– – -101,670 Closed
CF
894
Cantor Fitzgerald
New York
– – -77,408 Closed
BGIM
895
Brandywine Global Investment Management
Pennsylvania
– – -51,941 Closed
DA
896
Duality Advisers
Florida
– – -39,546 Closed
FC
897
FORA Capital
Florida
– – -36,789 Closed
KV
898
Kickstand Ventures
New York
– – -33,120 Closed
VF
899
Virtu Financial
New York
– – -31,833 Closed
Kayne Anderson Rudnick Investment Management
900
Kayne Anderson Rudnick Investment Management
California
– – -30,536 Closed
34 35
36
37 38