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J.M. Smucker

924 hedge funds and large institutions have $12.1B invested in J.M. Smucker in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 315 increasing their positions, 332 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: 5 → 5 (0)

5% less repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 332

2% less funds holding

Funds holding: 944 → 924 (-20)

17% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 94

17% less capital inflows, than outflows

Capital inflows: $836M | Capital outflows: $1.01B

Holders
924
Holders Change
-20
Holders Change %
-2.12%
% of All Funds
14.46%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
78
Increased
315
Reduced
332
Closed
94
Calls
$57.2M
Puts
$36.4M
Net Calls
+$20.9M
Net Calls Change
+$19.1M

SJM Hedge Fund Activity: Q2 2023 in Review

924 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2023, worth a combined $12.1B — down 6.7% from $13B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of SJM and 78 opened new positions — a net loss of 16 holders — while 332 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.

  • 924 institutional investors held J.M. Smucker (SJM) as of Q2 2023, down from 944 in Q1 2023.
  • Funds reported $12.1B of J.M. Smucker stock for Q2 2023, down 6.7% quarter-over-quarter.
  • 78 funds opened new J.M. Smucker positions in Q2 2023 and 94 closed out, a net change of -16 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.