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J.M. Smucker
SJM

899 hedge funds and large institutions have $11.2B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 292 increasing their positions, 338 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

25% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 102

9% more capital invested

Capital invested by funds: $10.3B → $11.2B (+$971M)

2.08% more ownership

Funds ownership: 81.66% → 83.73% (+2.1%)

2% more funds holding

Funds holding: 883 → 899 (+16)

14% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 338

39% less call options, than puts

Call options by funds: $143M | Put options by funds: $232M

Holders
899
Holders Change
+16
Holders Change %
+1.81%
% 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
128
Increased
292
Reduced
338
Closed
102
Calls
$143M
Puts
$232M
Net Calls
-$89.8M
Net Calls Change
-$61.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$265M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$116M
3
Millennium Management
Millennium Management
New York
+$114M
4
Man Group
Man Group
United Kingdom
+$89.7M
5
Lazard Asset Management
Lazard Asset Management
New York
+$83.8M

Top Sellers

Rank Fund Capital Flow
1
CP
Coho Partners
Pennsylvania
-$107M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$102M
3
Wells Fargo
Wells Fargo
California
-$75.5M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$58M
5
Two Sigma Investments
Two Sigma Investments
New York
-$57.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
901
Duality Advisers
Florida
– -$4.86M -39,546 Closed
FC
902
FORA Capital
Florida
– -$4.52M -36,789 Closed
KV
903
Kickstand Ventures
New York
– -$4.07M -33,120 Closed
VF
904
Virtu Financial
New York
– -$3.91M -31,833 Closed
Kayne Anderson Rudnick Investment Management
905
Kayne Anderson Rudnick Investment Management
California
– -$3.75M -30,536 Closed
JF
906
Jump Financial
Illinois
– -$3.18M -25,891 Closed
WorldQuant Millennium Advisors
907
WorldQuant Millennium Advisors
New York
– -$3.04M -24,758 Closed
YIH
908
Y-Intercept (HK)
Hong Kong
– -$2.65M -21,556 Closed
QC
909
Quadrature Capital
United Kingdom
– -$2.59M -21,118 Closed
Tudor Investment Corp
910
Tudor Investment Corp
Connecticut
– -$2.41M -20,759 Closed
TF
911
Trek Financial
Arizona
– -$2.38M -19,353 Closed
JFG
912
Jefferies Financial Group
New York
– -$2.17M -17,669 Closed
SO
913
STRS Ohio
Ohio
– -$2.06M -16,736 Closed
LA
914
Legacy Advisors
Pennsylvania
– -$1.72M -13,979 Closed
RIM
915
Redwood Investment Management
Arizona
– -$1.63M -13,262 Closed
OTL
916
Oak Thistle LLC
New York
– -$1.57M -12,771 Closed
TCM
917
Teza Capital Management
Illinois
– -$1.57M -12,753 Closed
ECM
918
Element Capital Management
New York
– -$1.43M -11,672 Closed
IFU
919
iSAM Funds (UK)
United Kingdom
– -$1.43M -11,610 Closed
MC
920
Machina Capital
France
– -$1.35M -10,945 Closed
MC
921
Maverick Capital
Texas
– -$1.3M -10,549 Closed
BCP
922
Blackhawk Capital Partners
Wisconsin
– -$1.11M -9,056 Closed
AI
923
Atria Investments
North Carolina
– -$1.1M -8,937 Closed
BCM
924
Bayesian Capital Management
New York
– -$1.02M -8,300 Closed
HSA
925
HBK Sorce Advisory
Pennsylvania
– -$977K -7,945 Closed
35 36
37
38 39

SJM Hedge Fund Activity: Q4 2023 in Review

899 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2023, worth a combined $11.2B — up 9.5% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new SJM positions and 102 closed out — a net gain of 26 holders — while 292 added to existing stakes and 338 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was Coho Partners, cutting an estimated $107M.

  • 899 institutional investors held J.M. Smucker (SJM) as of Q4 2023, up from 883 in Q3 2023.
  • Funds reported $11.2B of J.M. Smucker stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 128 funds opened new J.M. Smucker positions in Q4 2023 and 102 closed out, a net change of +26 holders.
  • The largest J.M. Smucker buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest J.M. Smucker seller in Q4 2023 was Coho Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2023.