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J.M. Smucker
SJM

Overview Fund Activity

939 hedge funds and large institutions have $13B invested in J.M. Smucker in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 304 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+19
Holders Change %
+2.07%
% of All Funds
15.03%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.08%
New
99
Increased
304
Reduced
345
Closed
56
Calls
$44.5M
Puts
$42.7M
Net Calls
+$1.78M
Net Calls Change
+$12.1M

Top Buyers

1
ProShare Advisors
ProShare Advisors
Maryland
$184M
2
Holocene Advisors
Holocene Advisors
New York
$104M
3
DC
Davenport & Co
Virginia
$54.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.1B
5
Bank of America
Bank of America
North Carolina
$126M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$20.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$84.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$43.9M
4
LSV Asset Management
LSV Asset Management
Illinois
$182M
5
Millennium Management
Millennium Management
New York
$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
901
Magnolia Capital Management
New York
$3K – – –
WAS
902
Winch Advisory Services
Wisconsin
$3K +$150 +1 +5%
NC
903
NewSquare Capital
Pennsylvania
$2.99K +$2.99K +19 New
VCM
904
Versant Capital Management
Arizona
$2.83K – – –
TF
905
TimeScale Financial
Massachusetts
$2.83K – – –
RF
906
Robbins Farley
New Hampshire
$2.83K – – –
PO
907
Private Ocean
California
$2.68K – – –
TAM
908
Tucker Asset Management
Colorado
$2.52K +$1.1K +7 +78%
SSC
909
Syverson Strege & Co
Iowa
$2.52K +$2.52K +16 New
BHWM
910
Beaird Harris Wealth Management
Texas
$2.36K -$11.8K -75 -83%
CHA
911
Carmichael Hill & Associates
Maryland
$2.2K – – –
IHWM
912
Iron Horse Wealth Management
Iowa
$2.05K +$2.05K +13 New
ADL
913
Asset Dedication LLC
California
$2K – – –
KFP
914
KB Financial Partners
New Jersey
$2K +$2K +10 New
BWAM
915
Boyd Watterson Asset Management
Ohio
$1.89K – – –
KM
916
Kalos Management
Georgia
$1.73K +$1.73K +11 New
AWM
917
Abound Wealth Management
Tennessee
$1.59K – – –
BCPWM
918
Bradley & Co Private Wealth Management
Florida
$1.57K – – –
AIC
919
Archer Investment Corporation
Indiana
$1.42K – – –
EBA
920
Eagle Bay Advisors
New York
$1.42K – – –
GI
921
Gradient Investments
Minnesota
$1.26K -$13.5K -86 -91%
MFA
922
McClarren Financial Advisors
Pennsylvania
$1K – – –
AAP
923
Arax Advisory Partners
Colorado
$951 – – –
GFWA
924
Grey Fox Wealth Advisors
Delaware
$944 +$944 +6 New
ECM
925
Everence Capital Management
Indiana
$886 – – –
35 36
37
38 39