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J.M. Smucker
SJM

Overview Fund Activity

917 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 314 increasing their positions, 331 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-22
Holders Change %
-2.34%
% of All Funds
14.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
76
Increased
314
Reduced
331
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.48B
2
Two Sigma Investments
2
Two Sigma Investments
New York
$100M
3
Amundi
3
Amundi
France
$112M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$86.5M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$270M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$23.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.08M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.3M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
951
Legacy Capital Wealth Partners
Arkansas
– -$444K -2,823 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
952
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$437K -2,779 Closed
LA
953
Lifeworks Advisors
Michigan
– -$407K -2,589 Closed
EP
954
Eudaimonia Partners
Tennessee
– -$337K -2,139 Closed
BRA
955
Biechele Royce Advisors
Indiana
– -$302K -1,919 Closed
IAIM
956
Industrial Alliance Investment Management
Quebec, Canada
– -$287K -1,822 Closed
CC
957
Courier Capital
New York
– -$285K -1,810 Closed
CIBC Private Wealth Group
958
CIBC Private Wealth Group
Georgia
– -$271K -1,723 Closed
FL
959
Fort LP
Maryland
– -$268K -1,703 Closed
PRC
960
Pearl River Capital
Michigan
– -$253K -1,607 Closed
PAM
961
Paradigm Asset Management
New York
– -$252K -1,600 Closed
LOAMS
962
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$248K -1,578 Closed
MHS
963
M Holdings Securities
Oregon
– -$248K -1,578 Closed
1IA
964
1834 Investment Advisors
Wisconsin
– -$240K -1,524 Closed
GWM
965
Gitterman Wealth Management
New Jersey
– -$234K -1,487 Closed
MGAM
966
McGowan Group Asset Management
Texas
– -$228K -1,450 Closed
PI
967
PFG Investments
New York
– -$226K -1,436 Closed
EWM
968
Empirical Wealth Management
Washington
– -$225K -1,431 Closed
WC
969
Waterloo Capital
Texas
– -$224K -1,422 Closed
CCB
970
Cutter & Co Brokerage
Missouri
– -$222K -1,411 Closed
AWM
971
Alterna Wealth Management
Texas
– -$222K -1,410 Closed
FIM
972
Freedom Investment Management
Connecticut
– -$220K -1,396 Closed
FNBT
973
FineMark National Bank & Trust
Florida
– -$219K -1,391 Closed
VFA
974
Valeo Financial Advisors
Indiana
– -$213K -1,355 Closed
CCA
975
Cobblestone Capital Advisors
New York
– -$212K -1,345 Closed
37 38
39
40 41