J.M. Smucker
SJM
902 hedge funds and large institutions have $11B invested in J.M. Smucker in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 293 increasing their positions, 338 reducing their positions, and 102 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more capital inflows, than outflows
Capital inflows: $1.52B | Capital outflows: $1.1B
26% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 102
2% more funds holding
Funds holding: 885 → 902 (+17)
0.31% more ownership
Funds ownership: 81.65% → 81.96% (+0.31%)
13% less repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 338
39% less call options, than puts
Call options by funds: $143M | Put options by funds: $232M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$116M |
| 2 |
Millennium Management
New York
|
+$114M |
| 3 |
Man Group
London,
United Kingdom
|
+$89.7M |
| 4 |
Lazard Asset Management
New York
|
+$83.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Coho Partners
Berwyn,
Pennsylvania
|
-$107M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$102M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$75.5M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$58M |
| 5 |
Two Sigma Investments
New York
|
-$57.8M |
SJM Hedge Fund Activity: Q4 2023 in Review
902 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2023, worth a combined $11B — up 7.1% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new SJM positions and 102 closed out — a net gain of 27 holders — while 293 added to existing stakes and 338 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $116M. The largest seller was Coho Partners, cutting an estimated $107M.
- 902 institutional investors held J.M. Smucker (SJM) as of Q4 2023, up from 885 in Q3 2023.
- Funds reported $11B of J.M. Smucker stock for Q4 2023, up 7.1% quarter-over-quarter.
- 129 funds opened new J.M. Smucker positions in Q4 2023 and 102 closed out, a net change of +27 holders.
- The largest J.M. Smucker buyer in Q4 2023 was Nordea Investment Management, an estimated $116M added.
- The largest J.M. Smucker seller in Q4 2023 was Coho Partners, an estimated $107M sold.
Based on aggregated 13F filings for Q4 2023.