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J.M. Smucker

851 hedge funds and large institutions have $9.46B invested in J.M. Smucker in 2024 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $170M | Put options by funds: $113M

1.22% more ownership

Funds ownership: 80.45%81.67% (+1.2%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

4% less funds holding

Funds holding: 883851 (-32)

12% less capital invested

Capital invested by funds: $10.7B → $9.46B (-$1.28B)

16% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
851
Holders Change
-32
Holders Change %
-3.62%
% of All Funds
12.29%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
97
Increased
285
Reduced
313
Closed
116
Calls
$170M
Puts
$113M
Net Calls
+$57.1M
Net Calls Change
+$40.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B +$4.54M +40,086 +0.3%
BlackRock
2
BlackRock
New York
$891M -$111M -978,925 -11%
State Street
3
State Street
Massachusetts
$692M -$29.9M -264,396 -4%
Boston Partners
4
Boston Partners
Massachusetts
$338M +$21.2M +187,252 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$290M +$8.3M +73,343 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$261M +$118M +1,043,052 +77%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$194M +$15.3M +135,158 +8%
Morgan Stanley
8
Morgan Stanley
New York
$184M +$16.1M +142,664 +9%
ProShare Advisors
9
ProShare Advisors
Maryland
$166M +$21.7M +192,075 +14%
Invesco
10
Invesco
Georgia
$163M -$38.5M -339,965 -19%
CIP
11
Champlain Investment Partners
Vermont
$159M -$225K -1,985 -0.1%
AI
12
Ariel Investments
Illinois
$148M +$55.1M +486,624 +56%
Citadel Advisors
13
Citadel Advisors
Florida
$144M +$75M +662,696 +101%
Millennium Management
14
Millennium Management
New York
$131M -$27.1M -239,479 -17%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$127M +$28.3M +250,394 +27%
Norges Bank
16
Norges Bank
Norway
$126M -$43.8M -387,355 -25%
Ameriprise
17
Ameriprise
Minnesota
$125M -$38.2M -337,970 -23%
Northern Trust
18
Northern Trust
Illinois
$115M -$5.13M -45,356 -4%
Amundi
19
Amundi
France
$111M +$47.4M +419,141 +70%
Charles Schwab
20
Charles Schwab
California
$107M +$3.27M +28,923 +3%
Deutsche Bank
21
Deutsche Bank
Germany
$106M +$13.4M +118,044 +14%
Two Sigma Investments
22
Two Sigma Investments
New York
$103M +$88.5M +782,294 +489%
UBS AM
23
UBS AM
Illinois
$97.5M +$828K +7,316 +0.8%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$95.1M -$50.4M -445,777 -34%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$93.7M -$4.9M -43,286 -5%

SJM Hedge Fund Activity: Q2 2024 in Review

851 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q2 2024, worth a combined $9.46B — down 12% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SJM and 97 opened new positions — a net loss of 19 holders — while 313 trimmed existing stakes and 285 added.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Holocene Advisors, exiting entirely with an estimated $137M sold.

  • 851 institutional investors held J.M. Smucker (SJM) as of Q2 2024, down from 883 in Q1 2024.
  • Funds reported $9.46B of J.M. Smucker stock for Q2 2024, down 12% quarter-over-quarter.
  • 97 funds opened new J.M. Smucker positions in Q2 2024 and 116 closed out, a net change of -19 holders.
  • The largest J.M. Smucker buyer in Q2 2024 was Fidelity Investments, an estimated $118M added.
  • The largest J.M. Smucker seller in Q2 2024 was Holocene Advisors, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2024.