Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smucker J M Co (SJM)

813 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — SJM

Based on 816 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SJM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
816 hedge funds hold SJM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

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 (+5 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

417 buying392 selling
Last quarter: 417 funds bought or added vs 392 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 99 → 106 → 126 → 116. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
548 out of 816 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

98 → 99 → 106 → 126 → 116 new funds/Q
New funds entering each quarter: 99 → 106 → 126 → 116. A growing number of institutions are discovering SJM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 20% newcomers

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Entry-cohort mix of 847 holders: 613 (72%) are 2+ year veterans, 68 entered 1–2 years ago, and 166 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
58 of 814 holders are among the 100 largest funds by AUM, controlling 48% 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 2026 Q1, 417 hedge funds were net buyers of SJM (116 opened a new position, 301 added to an existing one), while 392 reduced or exited (275 trimmed, 117 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 48% of total institutional value in SJM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 816.

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

-- --

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

Is It Too Late to Buy Smucker J M Co (SJM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SJM has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
SJM
+14.0%
XLP
+0.9%

SJM outperformed XLP by +13.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SJM
+9.3%
XLP
-2.2%

Since the filing became public, SJM outperformed XLP by +11.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 4 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: SJM
813 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 813 817 -0.49%
13F Shares 98M 102M -3.92%
Total Value $9.13B $9.92B -7.95%
New Positions 115 126 -11
Increased Positions 292 217 +75
Closed Positions 119 101 +18
Reduced Positions 266 350 -84
Total Calls 16 16 -
Total Puts 16 16 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SJM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

813 + 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 SJM holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Kinloch Capital, LLC 1.26% 31,939 $3.1M
9 Weaver C. Barksdale & Associates, Inc. 1.25% 13,622 $1.3M
10 apricus wealth, LLC 1.22% 26,050 $2.5M
11 Reik & CO., LLC 1.18% 44,412 $4.3M
12 Dorato Capital Management 1.12% 16,121 $1.5M
13 Hudson Edge Investment Partners INC. 1.09% 77,662 $7.5M
14 Cantor Fitzgerald Investment Advisors L.P. 1.07% 150,301 $14.5M
15 Silver Lake Advisory, LLC 1.05% 27,544 $2.7M
16 Hourglass Capital, LLC 1.03% 51,430 $5.0M
17 Calydon Capital 0.96% 60,698 $5.9M
18 Intrepid Capital Management Inc 0.95% 25,720 $2.5M
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 Mcdonald Partners LLC 0.79% 34,751 $3.4M
23 Edmp, INC. 0.77% 9,923 $957K
24 Capitolis Liquid Global Markets LLC 0.75% 1,229,845 $118.6M
25 Twinbeech Capital LP 0.74% 73,700 $7.1M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SJM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SJM?

Slight buying edge — 52% buying: Last quarter: 417 funds bought or added vs 392 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SJM holders?

Elite ownership — 48% AUM from top-100 funds: 58 of 814 holders are among the 100 largest funds by AUM, controlling 48% 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?

67% of holders stayed for 2+ years: 548 out of 816 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.

Is it too late to buy Smucker J M Co (SJM) following the 2026 Q1 hedge fund 13F filings?

As of today, SJM has moved +9.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -2.2% for the XLP sector ETF — an outperformance of +11.5%. Since the quarter end (March 31, 2026), SJM has gained +14.0% vs +0.9% for XLP. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

Full history →