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.
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: 900 → 884 (-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: 4 → 3 (-1)
30% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 365
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$368M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$80.7M |
| 3 |
Holocene Advisors
New York
|
+$61.3M |
| 4 |
ICP
Ilex Capital Partners
London,
United Kingdom
|
+$48.5M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$98.7M |
| 2 |
Lazard Asset Management
New York
|
-$78.3M |
| 3 |
Man Group
London,
United Kingdom
|
-$74.1M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$65M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$63.3M |
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.