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J.M. Smucker

844 hedge funds and large institutions have $9.65B invested in J.M. Smucker in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 267 increasing their positions, 320 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $162M | Put options by funds: $98.4M

15% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 95

1.26% more ownership

Funds ownership: 81.14%82.4% (+1.3%)

0% more funds holding

Funds holding: 843844 (+1)

7% less capital invested

Capital invested by funds: $10.4B → $9.65B (-$775M)

17% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 320

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
844
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
11.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
109
Increased
267
Reduced
320
Closed
95
Calls
$162M
Puts
$98.4M
Net Calls
+$64M
Net Calls Change
+$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.47B +$15M +130,533 +1%
BlackRock
2
BlackRock
New York
$922M +$16M +139,046 +2%
State Street
3
State Street
Massachusetts
$808M +$26.1M +226,958 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$411M +$43.7M +380,309 +11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$287M +$6.7M +58,231 +2%
Invesco
6
Invesco
Georgia
$266M +$48.2M +418,878 +21%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$221M +$3.88M +33,758 +2%
AI
8
Ariel Investments
Illinois
$202M +$23.2M +201,576 +12%
Citadel Advisors
9
Citadel Advisors
Florida
$199M +$85.7M +744,711 +70%
ProShare Advisors
10
ProShare Advisors
Maryland
$179M +$10.3M +89,448 +6%
Morgan Stanley
11
Morgan Stanley
New York
$152M -$17.9M -155,195 -10%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$150M +$22.2M +192,748 +16%
CIP
13
Champlain Investment Partners
Vermont
$145M -$12M -104,240 -7%
Boston Partners
14
Boston Partners
Massachusetts
$130M -$257M -2,236,190 -65%
Northern Trust
15
Northern Trust
Illinois
$125M +$11.7M +101,958 +10%
Deutsche Bank
16
Deutsche Bank
Germany
$123M +$18M +156,314 +16%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$119M +$53.9M +468,200 +77%
Norges Bank
18
Norges Bank
Norway
$113M -$14.9M -129,309 -11%
Charles Schwab
19
Charles Schwab
California
$110M +$1.43M +12,410 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$108M +$13.6M +118,240 +14%
ICP
21
Ilex Capital Partners
United Kingdom
$106M +$110M +959,208 New
LSV Asset Management
22
LSV Asset Management
Illinois
$102M +$104M +904,278 +3,600%
Fidelity International
23
Fidelity International
Bermuda
$102M +$49.7M +432,500 +88%
UBS Group
24
UBS Group
Switzerland
$102M +$75M +652,357 +241%
Millennium Management
25
Millennium Management
New York
$101M +$87.1M +756,928 +480%

SJM Hedge Fund Activity: Q4 2024 in Review

844 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in J.M. Smucker (SJM) for Q4 2024, worth a combined $9.65B — down 7.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SJM positions and 95 closed out — a net gain of 14 holders — while 267 added to existing stakes and 320 trimmed.

The largest buyer was Ilex Capital Partners, opening a new position worth an estimated $110M. The largest seller was Boston Partners, cutting an estimated $257M.

  • 844 institutional investors held J.M. Smucker (SJM) as of Q4 2024, up from 843 in Q3 2024.
  • Funds reported $9.65B of J.M. Smucker stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 109 funds opened new J.M. Smucker positions in Q4 2024 and 95 closed out, a net change of +14 holders.
  • The largest J.M. Smucker buyer in Q4 2024 was Ilex Capital Partners, an estimated $110M added.
  • The largest J.M. Smucker seller in Q4 2024 was Boston Partners, an estimated $257M sold.

Based on aggregated 13F filings for Q4 2024.