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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
HCM
876
Hodges Capital Management
Texas
-$303K -2,500 Closed
FCH
877
Freestone Capital Holdings
Washington
-$302K -2,490 Closed
SWP
878
Significant Wealth Partners
Illinois
-$293K -2,415 Closed
JGC
879
J. Goldman & Co
New York
-$288K -2,378 Closed
RWM
880
Revisor Wealth Management
Ohio
-$278K -2,294 Closed
FMC
881
First Merchants Corp
Indiana
-$269K -2,220 Closed
JE
882
JMAC Enterprises
Pennsylvania
-$266K -2,200 Closed
SC
883
Syon Capital
California
-$264K -2,180 Closed
SSW
884
Smith Shellnut Wilson
Mississippi
-$264K -2,179 Closed
GA
885
Geller Advisors
New York
-$245K -2,023 Closed
STA
886
Summit Trail Advisors
New York
-$239K -1,970 Closed
KWA
887
Kingswood Wealth Advisors
California
-$236K -1,952 Closed
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
-$235K -1,940 Closed
CAM
889
Congress Asset Management
Massachusetts
-$232K -1,918 Closed
JC
890
Jentner Corp
Ohio
-$231K -1,907 Closed
TPI
891
Trust Point Inc
Wisconsin
-$225K -1,856 Closed
AAIS
892
ABN AMRO Investment Solutions
-$222K -1,837 Closed
VBCG
893
Valley Brook Capital Group
Pennsylvania
-$222K -1,834 Closed
FRA
894
Frank Rimerman Advisors
California
-$222K -1,833 Closed
DP
895
Dearborn Partners
Illinois
-$220K -1,817 Closed
LNWWM
896
Laird Norton Wetherby Wealth Management
California
-$217K -1,789 Closed
CCA
897
Cobblestone Capital Advisors
New York
-$216K -1,785 Closed
4WM
898
44 Wealth Management
Oregon
-$210K -1,784 Closed
MWP
899
Moller Wealth Partners
-$215K -1,778 Closed
AIA
900
Affinity Investment Advisors
California
-$214K -1,770 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.