Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SMUCKER J M CO (SJM)

790 + Investors. Track Smart Money conviction in SJM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
2Q ▲
Buyers last Q
43%

Smart Money Signals — SJM

Based on 762 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SJM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
762 funds currently hold this stock — 91% of the 3.0-year high of 838 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SJM is almost the same as a year ago (-14 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

329 buying437 selling
Last quarter: 437 funds reduced or exited vs 329 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new SJM position: 89 → 90 → 104 → 115. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 12% medium ■ 15% new
554 out of 762 hedge funds have held SJM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

90 → 89 → 90 → 104 → 115 new funds/Q
New funds entering each quarter: 89 → 90 → 104 → 115. A growing number of institutions are discovering SJM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 74% of holders stayed 2+ years

■ 74% veterans ■ 8% 1-2yr ■ 18% new
Of 790 current holders: 586 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
41 of 762 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SJM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SJM

In 2025 Q4, 329 hedge funds were net buyers of SJM (115 opened a new position, 214 added to an existing one), while 437 reduced or exited (341 trimmed, 96 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in SJM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 762.

Hedge Fund Ownership: SJM

How many hedge funds hold SJM — quarterly history vs. share price
Quarterly hedge fund ownership of SJM vs. share price

Market Analysis: SJM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SJM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

98 top-rated funds 3 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: SJM
2026 Q1 Stats Unlock in 5 days 790 + Investors

Track Smart Money conviction in SJM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 790 774 2.07%
13F Shares 100M 95M 5.34%
Total Value $9.80B $10.34B -5.23%
New Positions 118 105 +13
Increased Positions 248 283 -35
Closed Positions 98 102 -4
Reduced Positions 374 316 +58
Total Calls 16 16 -
Total Puts 16 19 -15.79%
PUT/CALL Ratio 1.0 1.19 Neutral

Statistics: SJM

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Institutional Holders (2026 Q1)

790 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SJM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of SJM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Holowesko Partners Ltd. 4.97% 183,800 $17.7M
2 Clark & Stuart, Inc 4.41% 67,932 $6.6M
3 SPEECE THORSON CAPITAL GROUP INC 2.63% 119,610 $11.5M
4 STALEY CAPITAL ADVISERS INC 2.60% 637,660 $61.5M
5 Night Squared LP 2.38% 167,986 $16.2M
6 ARIEL INVESTMENTS, LLC 2.01% 1,860,459 $179.4M
7 Sage Capital Advisors,llc 1.57% 69,995 $6.8M
8 Weaver C. Barksdale & Associates, Inc. 1.25% 13,622 $1.3M
9 apricus wealth, LLC 1.22% 26,050 $2.5M
10 REIK & CO., LLC 1.18% 44,412 $4.3M
11 Dorato Capital Management 1.12% 16,121 $1.5M
12 HUDSON EDGE INVESTMENT PARTNERS INC. 1.09% 77,662 $7.5M
13 CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.07% 150,301 $14.5M
14 Silver Lake Advisory, LLC 1.05% 27,544 $2.7M
15 HOURGLASS CAPITAL, LLC 1.03% 51,430 $5.0M
16 Calydon Capital 0.96% 60,698 $5.9M
17 INTREPID CAPITAL MANAGEMENT INC 0.95% 25,720 $2.5M
18 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.88% 191,295 $18K
19 Round Hill Asset Management 0.81% 12,884 $1.2M
20 AIGEN INVESTMENT MANAGEMENT, LP 0.81% 32,720 $3.2M
21 ECOFI INVESTISSEMENTS SA 0.81% 4,600 $443K
22 EDMP, INC. 0.77% 9,923 $957K
23 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.75% 1,229,845 $118.6M
24 THOMPSON INVESTMENT MANAGEMENT, INC. 0.73% 58,600 $5.7M
25 Counterpoint Mutual Funds LLC 0.72% 49,598 $4.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SMUCKER J M CO (SJM)

What does the Smart Money Trend signal show for SJM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SJM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SJM?

More sellers than buyers — 43% buying: Last quarter: 437 funds reduced or exited vs 329 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SJM holders?

Elite ownership — 52% AUM from top-100 funds: 41 of 762 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SJM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SJM?

73% of holders stayed for 2+ years: 554 out of 762 hedge funds have held SJM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.