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J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
901
Kingswood Wealth Advisors
California
-$282K -2,240 Closed
ST
902
Sabal Trust
Florida
-$273K -2,170 Closed
WS
903
Wedbush Securities
California
-$265K -2,109 Closed
SC
904
Saybrook Capital
North Carolina
-$264K -2,100 Closed
PI
905
PineBridge Investments
New York
-$261K -2,075 Closed
KA
906
Kintegral Advisory
New York
-$259K -2,058 Closed
AGA
907
Arkos Global Advisors
Texas
-$258K -2,049 Closed
NL
908
NWAM LLC
Washington
-$228K -2,007 Closed
WI
909
Wahed Invest
New York
-$250K -1,988 Closed
SC
910
Savant Capital
Illinois
-$249K -1,976 Closed
OC
911
Oppenheimer & Co
New York
-$241K -1,913 Closed
CCG
912
Cypress Capital Group
Florida
-$239K -1,895 Closed
SB
913
Strategic Blueprint
Georgia
-$234K -1,861 Closed
WFI
914
West Family Investments
California
-$234K -1,858 Closed
KWM
915
Kingsview Wealth Management
Oregon
-$232K -1,843 Closed
WG
916
Wealth Group
North Carolina
-$231K -1,832 Closed
GIA
917
Gateway Investment Advisers
Ohio
-$230K -1,829 Closed
BSW
918
Buckingham Strategic Wealth
Missouri
-$230K -1,826 Closed
PMAM
919
Penn Mutual Asset Management
Pennsylvania
-$230K -1,825 Closed
SCM
920
Schnieders Capital Management
California
-$229K -1,818 Closed
TWP
921
Tyche Wealth Partners
Texas
-$229K -1,817 Closed
CWM
922
Congress Wealth Management
Massachusetts
-$228K -1,808 Closed
KA
923
Klingman & Associates
New York
-$227K -1,803 Closed
CIC
924
Carnegie Investment Counsel
Ohio
-$226K -1,795 Closed
CCA
925
Cobblestone Capital Advisors
New York
-$225K -1,785 Closed

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.