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J.M. Smucker

922 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 315 increasing their positions, 331 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $36.4M

2.41% more ownership

Funds ownership: 78.12%80.53% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 331

2% less funds holding

Funds holding: 943922 (-21)

7% less capital invested

Capital invested by funds: $13B → $12.1B (-$862M)

18% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 94

Holders
922
Holders Change
-21
Holders Change %
-2.23%
% of All Funds
14.48%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
315
Reduced
331
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.96B -$7.23M -47,384 -0.4%
BlackRock
2
BlackRock
New York
$1.48B +$90.5M +593,263 +6%
State Street
3
State Street
Massachusetts
$1.01B -$19.6M -128,381 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$347M +$11.2M +73,553 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$270M +$49.2M +322,417 +21%
Invesco
6
Invesco
Georgia
$240M +$3.27M +21,437 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$231M +$917K +6,015 +0.4%
Morgan Stanley
8
Morgan Stanley
New York
$224M +$15.3M +100,630 +7%
Northern Trust
9
Northern Trust
Illinois
$211M -$6.42M -42,089 -3%
Wells Fargo
10
Wells Fargo
California
$195M -$5.85M -38,348 -3%
ProShare Advisors
11
ProShare Advisors
Maryland
$171M -$1.81M -11,891 -1%
Norges Bank
12
Norges Bank
Norway
$168M -$42.7M -280,197 -20%
Legal & General Group
13
Legal & General Group
United Kingdom
$154M +$4.74M +31,070 +3%
CP
14
Coho Partners
Pennsylvania
$151M -$8.36M -54,806 -5%
CIP
15
Champlain Investment Partners
Vermont
$143M +$6.26M +41,020 +4%
First Trust Advisors
16
First Trust Advisors
Illinois
$140M +$16.4M +107,203 +13%
Charles Schwab
17
Charles Schwab
California
$132M -$1.23M -8,053 -0.9%
UBS AM
18
UBS AM
Illinois
$122M
Renaissance Technologies
19
Renaissance Technologies
New York
$117M +$13.3M +87,100 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$115M -$3.48M -22,809 -3%
Amundi
21
Amundi
France
$112M +$70M +459,188 +161%
Two Sigma Investments
22
Two Sigma Investments
New York
$100M +$71.8M +470,600 +224%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$97.9M -$2.75M -18,041 -3%
American Century Companies
24
American Century Companies
Missouri
$94.2M -$12.7M -82,951 -12%
TIA
25
Tandem Investment Advisors
South Carolina
$91.5M +$22.6M +147,893 +31%

SJM Hedge Fund Activity: Q2 2023 in Review

922 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2023, worth a combined $12.1B — down 6.6% from $13B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of SJM and 77 opened new positions — a net loss of 17 holders — while 331 trimmed existing stakes and 315 added.

The largest buyer was BlackRock, adding an estimated $90.5M. The largest seller was LSV Asset Management, cutting an estimated $152M.

  • 922 institutional investors held J.M. Smucker (SJM) as of Q2 2023, down from 943 in Q1 2023.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 77 funds opened new J.M. Smucker positions in Q2 2023 and 94 closed out, a net change of -17 holders.
  • The largest J.M. Smucker buyer in Q2 2023 was BlackRock, an estimated $90.5M added.
  • The largest J.M. Smucker seller in Q2 2023 was LSV Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2023.