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J.M. Smucker
SJM

Overview Fund Activity

877 hedge funds and large institutions have $10.7B invested in J.M. Smucker in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 254 increasing their positions, 361 reducing their positions, and 98 closing their positions.

Holders
877
Holders Change
-17
Holders Change %
-1.9%
% of All Funds
12.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
87
Increased
254
Reduced
361
Closed
98
Calls
$164M
Puts
$148M
Net Calls
+$16.5M
Net Calls Change
+$106M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$365M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$166M
3
Holocene Advisors
3
Holocene Advisors
New York
$137M
4
ICP
4
Ilex Capital Partners
United Kingdom
$48.2M
5
CIP
5
Champlain Investment Partners
Vermont
$184M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$194M
2
BlackRock
2
BlackRock
New York
$1.15B
3
Lazard Asset Management
3
Lazard Asset Management
New York
$20.2M
4
Man Group
4
Man Group
United Kingdom
$23.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
WTG
951
West Tower Group
Virginia
– – -199 Closed
TCWA
952
Turtle Creek Wealth Advisors
Texas
– – -187 Closed
SA
953
Scarborough Advisors
Maryland
– – -155 Closed
BWM
954
BKM Wealth Management
Wisconsin
– – -140 Closed
PP
955
Pacifica Partners
Canada
– – -125 Closed
BWP
956
Baldwin Wealth Partners
Massachusetts
– – -124 Closed
DAC
957
Dividend Assets Capital
South Carolina
– – -120 Closed
EC
958
EntryPoint Capital
New York
– – -114 Closed
CAM
959
Creekmur Asset Management
Illinois
– – -101 Closed
LF
960
Lee Financial
Texas
– – -86 Closed
Loomis, Sayles & Company
961
Loomis, Sayles & Company
Massachusetts
– – -85 Closed
CCM
962
Chilton Capital Management
Texas
– – -50 Closed
GWMIA
963
Global Wealth Management Investment Advisory
Florida
– – -50 Closed
PFA
964
Pathway Financial Advisers
Indiana
– – -41 Closed
CIA
965
Cape Investment Advisory
Georgia
– – -39 Closed
W
966
WealthCollab
Washington
– – -32 Closed
ITIM
967
Indiana Trust & Investment Management
Indiana
– – -30 Closed
GA
968
GoalVest Advisory
New York
– – -25 Closed
NFA
969
Northwest Financial Advisors
Virginia
– – -17 Closed
BHWM
970
Beaird Harris Wealth Management
Texas
– – -15 Closed
AF
971
Advisornet Financial
Minnesota
– – -5 Closed
LFG
972
Larson Financial Group
Missouri
– – -5 Closed
RS
973
Rakuten Securities
Japan
– – -5 Closed
AT
974
Arlington Trust
Alabama
– – -5 Closed
HCP
975
Hexagon Capital Partners
Arkansas
– – -4 Closed
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