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J.M. Smucker

883 hedge funds and large institutions have $10.7B invested in J.M. Smucker in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 254 increasing their positions, 365 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $164M | Put options by funds: $148M

4% less capital invested

Capital invested by funds: $11.2B → $10.7B (-$491M)

2% less funds holding

Funds holding: 899883 (-16)

3.29% less ownership

Funds ownership: 83.73%80.45% (-3.3%)

10% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 99

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 365

Holders
883
Holders Change
-16
Holders Change %
-1.78%
% of All Funds
12.72%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
89
Increased
254
Reduced
365
Closed
99
Calls
$164M
Puts
$148M
Net Calls
+$16.5M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B -$63.3M -499,575 -4%
BlackRock
2
BlackRock
New York
$1.15B -$98.7M -779,832 -8%
State Street
3
State Street
Massachusetts
$832M -$39.5M -312,016 -5%
Boston Partners
4
Boston Partners
Massachusetts
$365M +$368M +2,908,875 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$325M +$17.2M +136,085 +6%
Invesco
6
Invesco
Georgia
$231M -$14.3M -112,721 -6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$207M -$5.18M -40,905 -2%
Norges Bank
8
Norges Bank
Norway
$194M +$38M +300,473 +24%
Morgan Stanley
9
Morgan Stanley
New York
$194M -$283M -2,234,191 -59%
Ameriprise
10
Ameriprise
Minnesota
$187M -$16.7M -131,748 -8%
CIP
11
Champlain Investment Partners
Vermont
$184M +$41.5M +327,680 +29%
Millennium Management
12
Millennium Management
New York
$181M +$35.9M +283,203 +24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$170M -$77.7K -614 -0%
ProShare Advisors
14
ProShare Advisors
Maryland
$168M -$11.3M -89,139 -6%
Point72 Asset Management
15
Point72 Asset Management
Connecticut
$166M +$80.7M +637,444 +94%
Northern Trust
16
Northern Trust
Illinois
$139M -$22M -174,144 -14%
Holocene Advisors
17
Holocene Advisors
New York
$137M +$61.3M +484,499 +80%
Charles Schwab
18
Charles Schwab
California
$119M +$2.96M +23,351 +3%
Legal & General Group
19
Legal & General Group
United Kingdom
$115M -$1.62M -12,765 -1%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$115M -$45.7M -361,276 -28%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$114M -$10.3M -81,045 -8%
UBS AM
22
UBS AM
Illinois
$112M -$1.18M -9,349 -1%
AI
23
Ariel Investments
Illinois
$109M +$40.6M +321,049 +59%
Deutsche Bank
24
Deutsche Bank
Germany
$107M +$25.1M +198,350 +30%
JP Morgan Chase
25
JP Morgan Chase
New York
$105M +$32.6M +257,679 +45%