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J.M. Smucker

843 hedge funds and large institutions have $10.4B invested in J.M. Smucker in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 275 increasing their positions, 320 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more call options, than puts

Call options by funds: $154M | Put options by funds: $119M

10% more capital invested

Capital invested by funds: $9.46B → $10.4B (+$968M)

2% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 89

0.53% less ownership

Funds ownership: 81.67%81.14% (-0.53%)

1% less funds holding

Funds holding: 851843 (-8)

14% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 320

Holders
843
Holders Change
-8
Holders Change %
-0.94%
% of All Funds
12.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
91
Increased
275
Reduced
320
Closed
89
Calls
$154M
Puts
$119M
Net Calls
+$35.4M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B +$23.9M +202,494 +2%
BlackRock
2
BlackRock
New York
$997M +$7.77M +65,928 +0.8%
State Street
3
State Street
Massachusetts
$861M +$89.9M +762,746 +12%
Boston Partners
4
Boston Partners
Massachusetts
$414M +$37.9M +321,546 +10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$406M +$113M +958,142 +40%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$308M -$13.4M -113,715 -4%
Invesco
7
Invesco
Georgia
$242M +$59.3M +503,756 +34%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$239M +$22.6M +192,076 +11%
AI
9
Ariel Investments
Illinois
$198M +$32.5M +276,286 +20%
ProShare Advisors
10
ProShare Advisors
Maryland
$186M +$1.37M +11,665 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$185M -$18.2M -154,559 -9%
CIP
12
Champlain Investment Partners
Vermont
$172M -$4.64M -39,395 -3%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$142M +$709K +6,021 +0.5%
Norges Bank
14
Norges Bank
Norway
$140M -$88.9K -755 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$139M -$338K -2,872 -0.3%
Citadel Advisors
16
Citadel Advisors
Florida
$128M -$30.4M -258,335 -20%
Northern Trust
17
Northern Trust
Illinois
$125M -$3.53M -29,950 -3%
Charles Schwab
18
Charles Schwab
California
$120M +$1.56M +13,276 +1%
Deutsche Bank
19
Deutsche Bank
Germany
$116M -$1.13M -9,552 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$104M +$58.1K +493 +0.1%
Bank of America
21
Bank of America
North Carolina
$98.3M +$4.09M +34,756 +4%
First Trust Advisors
22
First Trust Advisors
Illinois
$95.2M +$30.9M +262,098 +50%
UBS AM
23
UBS AM
Illinois
$94.2M -$13.7M -116,514 -13%
Legal & General Group
24
Legal & General Group
United Kingdom
$91.1M -$7.33M -62,246 -8%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$88.7M -$8.56M -72,685 -9%