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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
WHG
126
Westwood Holdings Group
Texas
$6.26M
RAM
127
Resona Asset Management
Japan
$6.14M +$266K +2,314 +4%
Corient Private Wealth
128
Corient Private Wealth
Florida
$6.14M +$392K +3,407 +7%
HighTower Advisors
129
HighTower Advisors
Illinois
$6.01M +$549K +4,770 +10%
RC
130
Reik & Co
New York
$5.95M -$166K -1,447 -3%
Royal London Asset Management
131
Royal London Asset Management
United Kingdom
$5.93M -$58.2K -506 -0.9%
Holocene Advisors
132
Holocene Advisors
New York
$5.91M +$1.48M +12,861 +31%
GIM
133
Goelzer Investment Management
Indiana
$5.9M -$265K -2,304 -4%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$5.8M -$311K -2,700 -5%
CC
135
Cornerstone Capital
California
$5.77M -$2.44M -21,245 -29%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$5.51M +$520K +4,518 +10%
M&T Bank
137
M&T Bank
New York
$5.49M -$135K -1,172 -2%
CA
138
Commerzbank Aktiengesellschaft
Germany
$5.23M -$26.2K -228 -0.5%
HEIP
139
Hudson Edge Investment Partners
New Jersey
$4.87M +$617K +5,363 +14%
T
140
TOBAM
France
$4.87M -$4.45M -38,686 -47%
TW
141
Trajan Wealth
Arizona
$4.77M +$495K +4,307 +11%
AT
142
AMF Tjänstepension
Sweden
$4.77M -$43.9M -381,834 -90%
PL
143
Parthenon LLC
Kentucky
$4.7M -$210K -1,825 -4%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$4.61M +$3.77M +32,743 +358%
MSV
145
MN Services Vermogensbeheer
Netherlands
$4.61M
CWM
146
CIBC World Markets
New York
$4.6M +$631K +5,482 +15%
TAIM
147
Te Ahumairangi Investment Management
New Zealand
$4.58M -$262K -2,282 -5%
PSP
148
Principal Street Partners
Tennessee
$4.56M +$102K +885 +2%
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
$4.55M -$208K -1,806 -4%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$4.45M -$1.22M -10,640 -21%

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.