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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
LNWWM
926
Laird Norton Wetherby Wealth Management
California
-$225K -1,784 Closed
MWP
927
Moller Wealth Partners
-$224K -1,778 Closed
KGC
928
Kennon-Green & Company
Ohio
-$223K -1,773 Closed
AIA
929
Affinity Investment Advisors
California
-$223K -1,770 Closed
BCM
930
Brookstone Capital Management
Illinois
-$220K -1,746 Closed
VCG
931
Vantage Consulting Group
Virginia
-$214K -1,703 Closed
CRB
932
Chad R. Baker
-$214K -1,700 Closed
GA
933
Geller Advisors
New York
-$214K -1,700 Closed
NSAM
934
North Star Asset Management
Wisconsin
-$214K -1,700 Closed
OWP
935
Obermeyer Wealth Partners
Colorado
-$214K -1,700 Closed
SIA
936
Soltis Investment Advisors
Utah
-$208K -1,654 Closed
PP
937
PDS Planning
Ohio
-$205K -1,631 Closed
FT
938
Fiduciary Trust
Massachusetts
-$202K -1,607 Closed
TFO
939
Tarbox Family Office
California
-$201K -1,600 Closed
SWM
940
SeaCrest Wealth Management
New York
-$201K -1,599 Closed
SRC
941
Shufro Rose & Co
New York
-$201K -1,595 Closed
LCWP
942
Legacy Capital Wealth Partners
Arkansas
-$214K -1,415 Closed
MAWCM
943
Mine & Arao Wealth Creation & Management
California
-$177K -1,410 Closed
AA
944
AlphaCentric Advisors
Puerto Rico
-$151K -1,196 Closed
IGAM
945
iA Global Asset Management
Quebec, Canada
-$67K -531 Closed
SA
946
SRH Advisors
Kansas
-$62.9K -500 Closed
MAM
947
Meeder Asset Management
Ohio
-$41.8K -332 Closed
First Manhattan
948
First Manhattan
New York
-$21.9K -174 Closed
TFIPS
949
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$21.4K -170 Closed
CJL
950
Cyrus J. Lawrence
New York
-$18K -150 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.