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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
KGC
901
Kennon-Green & Company
Ohio
-$214K -1,766 Closed
MWM
902
Mission Wealth Management
California
-$213K -1,763 Closed
RMDI
903
R.M. Davis Inc
Maine
-$212K -1,754 Closed
SFO
904
Stokes Family Office
Louisiana
-$211K -1,741 Closed
FNT
905
First National Trust
Pennsylvania
-$209K -1,723 Closed
BRWA
906
B. Riley Wealth Advisors
Florida
-$204K -1,716 Closed
OC
907
Oppenheimer & Co
New York
-$207K -1,712 Closed
OWP
908
Obermeyer Wealth Partners
Colorado
-$206K -1,700 Closed
NSAM
909
North Star Asset Management
Wisconsin
-$203K -1,675 Closed
SIA
910
Soltis Investment Advisors
Utah
-$202K -1,671 Closed
PA
911
Profund Advisors
Maryland
-$202K -1,670 Closed
HAS
912
HBW Advisory Services
California
-$158K -1,302 Closed
WBC
913
Westpac Banking Corp
Australia
-$146K -1,205 Closed
IAS
914
IMA Advisory Services
Colorado
-$133K -1,102 Closed
SA
915
SL Advisors
New Jersey
-$132K -1,088 Closed
PAI
916
Pittenger & Anderson Inc
Nebraska
-$96.9K -800 Closed
SHIM
917
Stone House Investment Management
Pennsylvania
-$87K -718 Closed
WPW
918
Waldron Private Wealth
Pennsylvania
-$58.4K -482 Closed
CCA
919
Catalyst Capital Advisors
New York
-$38.9K -321 Closed
DI
920
DAGCO Inc
Ohio
-$24.2K -200 Closed
NS
921
NBC Securities
Alabama
-$22K -189 Closed
JIP
922
Jaffetilchin Investment Partners
Florida
-$19.3K -159 Closed
NRG
923
Nemes Rush Group
Michigan
-$11.6K -92 Closed
FCM
924
Fourpath Capital Management
Oklahoma
-$10.4K -86 Closed
TCM
925
TruNorth Capital Management
Michigan
-$10.3K -85 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.