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J.M. Smucker

884 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

2% less capital invested

Capital invested by funds: $11B → $10.7B (-$252M)

1.53% less ownership

Funds ownership: 81.96%80.44% (-1.5%)

2% less funds holding

Funds holding: 900884 (-16)

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
884
Holders Change
-16
Holders Change %
-1.78%
% of All Funds
12.7%
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

SJM Hedge Fund Activity: Q1 2024 in Review

884 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q1 2024, worth a combined $10.7B — down 2.3% from $11B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of SJM and 89 opened new positions — a net loss of 10 holders — while 365 trimmed existing stakes and 254 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $368M. The largest seller was BlackRock, cutting an estimated $98.7M.

  • 884 institutional investors held J.M. Smucker (SJM) as of Q1 2024, down from 900 in Q4 2023.
  • Funds reported $10.7B of J.M. Smucker stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 89 funds opened new J.M. Smucker positions in Q1 2024 and 99 closed out, a net change of -10 holders.
  • The largest J.M. Smucker buyer in Q1 2024 was Boston Partners, an estimated $368M added.
  • The largest J.M. Smucker seller in Q1 2024 was BlackRock, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2024.