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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
UIM
126
USS Investment Management
United Kingdom
$6.6M +$949K +8,384 +16%
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$6.46M +$277K +2,451 +4%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$6.44M -$99.8K -882 -1%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$6.38M -$156K -1,380 -2%
QT
130
Quantbot Technologies
New York
$6.32M +$6.56M +57,965 New
WHG
131
Westwood Holdings Group
Texas
$6.2M
GIM
132
Goelzer Investment Management
Indiana
$6.19M -$127K -1,125 -2%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$6.18M +$1.16M +10,230 +22%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$6.16M -$722K -6,382 -10%
Corient Private Wealth
135
Corient Private Wealth
Florida
$6.15M -$393K -3,477 -6%
RC
136
Reik & Co
New York
$6.12M -$78.4K -693 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
137
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.94M +$6.16M +54,460 New
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$5.93M -$119K -1,050 -2%
VWA
139
Visionary Wealth Advisors
Illinois
$5.85M +$330K +2,915 +6%
M&T Bank
140
M&T Bank
New York
$5.83M -$199K -1,761 -3%
MMA
141
Mizuho Markets Americas
New York
$5.76M -$2.83M -25,049 -32%
PSP
142
Principal Street Partners
Tennessee
$5.7M -$93.1K -823 -2%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$5.65M -$920K -8,134 -14%
DWP
144
Daymark Wealth Partners
Ohio
$5.65M +$186K +1,643 +3%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$5.56M -$5.43M -48,008 -48%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$5.53M +$273K +2,411 +5%
Creative Planning
147
Creative Planning
Kansas
$5.51M -$283K -2,497 -5%
Handelsbanken Fonder
148
Handelsbanken Fonder
Sweden
$5.47M -$1.34M -11,845 -19%
RAM
149
Resona Asset Management
Japan
$5.46M -$1.06M -9,352 -16%
Vontobel Holding
150
Vontobel Holding
Switzerland
$5.38M -$666K -5,884 -11%

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.