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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
GVAG
176
Great Valley Advisor Group
Delaware
$3.47M +$519K +4,514 +17%
ASRS
177
Arizona State Retirement System
Arizona
$3.4M +$47.4K +412 +1%
PAM
178
Panagora Asset Management
Massachusetts
$3.37M +$799K +6,946 +29%
SLA
179
Silver Lake Advisory
Utah
$3.36M +$101K +879 +3%
HC
180
Hourglass Capital
Texas
$3.35M +$196K +1,700 +6%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$3.31M -$282K -2,448 -8%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$3.3M -$176K -1,527 -5%
Skandinaviska Enskilda Banken (SEB)
183
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.3M +$512K +4,448 +17%
AA
184
Ancora Advisors
Ohio
$3.27M +$177K +1,542 +5%
Handelsbanken Fonder
185
Handelsbanken Fonder
Sweden
$3.23M -$2.06M -17,872 -38%
AWM
186
AE Wealth Management
Kansas
$3.17M +$690K +5,999 +26%
BMSSC
187
B. Metzler seel. Sohn & Co
Germany
$3.16M +$92K +800 +3%
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
$3.14M -$3.53M -30,693 -52%
Mariner
189
Mariner
Kansas
$3.11M +$194K +1,683 +6%
MIM
190
MetLife Investment Management
New Jersey
$3.09M +$56.1K +488 +2%
TFA
191
Toth Financial Advisory
Virginia
$3.05M -$194K -1,689 -6%
Osaic Holdings
192
Osaic Holdings
Arizona
$3M -$922K -8,016 -21%
SCP
193
Shorepoint Capital Partners
Massachusetts
$3M +$94.1K +818 +3%
CF
194
Corebridge Financial
Texas
$2.97M -$141K -1,230 -4%
UIM
195
USS Investment Management
United Kingdom
$2.94M
Bessemer Group
196
Bessemer Group
New Jersey
$2.86M -$133K -1,154 -4%
KPWS
197
Kestra Private Wealth Services
Texas
$2.83M +$218K +1,892 +8%
NYLIM
198
New York Life Investment Management
New York
$2.79M -$188K -1,631 -6%
SG Americas Securities
199
SG Americas Securities
New York
$2.79M +$2.16M +18,739 +285%
DnB Asset Management
200
DnB Asset Management
Norway
$2.78M +$72.5K +630 +3%

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.