undamentalytics Newsletter

The J.M. Smucker Company: which funds bought and sold

Institutions that bought and sold The J.M. Smucker shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 484 institutions that filed 13F reports for both quarters added to or opened positions in The J.M. Smucker, and 326 cut or closed them. Together they sold a net 3.8M shares, −4.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 823K shares (+4.2%); index fund managers were net buyers of 1.0M shares (+3.1%). 134 opened a new position and 72 sold out entirely.

Bought, Q2 2026 484 institutions, 134 of them new holders Sold, Q2 2026 326 institutions, 72 of them sold out
Net change, all compared −3.8M shares (−4.0%)
Net change, active managers +823K shares (+4.2%), 43 bought, 27 sold

Buyers versus sellers

institutions compared, 937
Active managers and hedge funds 43 bought · 27 sold · +823K
Index fund managers 10 bought · 2 sold · +1.0M
Other institutions 431 bought · 297 sold · −5.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Rwc Asset Management LLP +1.6M New position 1.6M $175M
AQR Capital Management LLC Hedge fund +1.1M +145.7% 1.8M $208M
Goldman Sachs Group Inc +857K +65.1% 2.2M $245M
Citadel Advisors LLC Hedge fund +756K +39.1% 2.7M $303M
Dimensional Fund Advisors LP +671K +17.1% 4.6M $517M
Blackrock, Inc. Index funds +663K +9.9% 7.4M $831M
Massachusetts Financial Services Co Active manager +612K New position 612K $69.9M
Hotchkis & Wiley Capital Management LLC Active manager +604K +27.6% 2.8M $314M
SG Americas Securities, LLC +591K +1659.9% 627K $70.5M
Qube Research & Technologies Ltd Hedge fund +507K +65.6% 1.3M $144M
Jane Street Group, LLC +444K +87.2% 953K $107M
Royal Bank Of Canada +282K +167.3% 451K $50.7M
Amundi +233K +46.2% 739K $83.1M
Walleye Trading LLC +229K +2375.0% 238K $26.8M
Trexquant Investment LP Hedge fund +188K +790.0% 212K $23.9M
HRT Financial LP +167K New position 167K $18.8M
Capital Fund Management S.A. Hedge fund +159K New position 159K $17.9M
Edmond De Rothschild Holding S.A. +145K +724900.0% 145K $16.3M
Peak6 LLC +132K New position 132K $14.9M
Bank Of America Corp +132K +17.2% 899K $101M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −5.4M −90.2% 587K $66.1M
Barclays PLC −2.7M −88.6% 345K $38.8M
Point72 Asset Management, L.P. Hedge fund −1.3M −65.2% 690K $77.6M
Capitolis Liquid Global Markets LLC −1.0M −82.3% 218K $24.5M
Bessemer Group Inc −721K −99.3% 5,013 $564,000
Two Sigma Investments, LP Hedge fund −686K −41.7% 961K $108M
Jpmorgan Chase & Co −459K −58.1% 331K $38.9M
Verition Fund Management LLC Hedge fund −430K −80.3% 105K $11.9M
D. E. Shaw & Co., Inc. Hedge fund −417K Sold out 0 —
Bank Of Nova Scotia −400K −98.8% 4,676 $526,050
Caisse De Depot Et Placement Du Quebec −368K −98.7% 4,800 $540,000
Freestone Grove Partners LP Hedge fund −292K Sold out 0 —
Morgan Stanley −284K −13.1% 1.9M $212M
FMR LLC Active manager −272K −12.4% 1.9M $216M
Nearwater Capital Markets, Ltd −200K Sold out 0 —
Millennium Management LLC Hedge fund −179K −61.5% 112K $12.6M
Robeco Institutional Asset Management B.V. −174K −96.5% 6,210 $698,625
Night Squared LP −168K Sold out 0 —
Keybank National Association −140K −85.6% 24K $2.7M
Engineers Gate Manager LP Hedge fund −108K −63.5% 62K $7M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Rwc Asset Management LLP 1.6M $175M
Massachusetts Financial Services CoActive manager 612K $69.9M
HRT Financial LP 167K $18.8M
Capital Fund Management S.A.Hedge fund 159K $17.9M
Peak6 LLC 132K $14.9M
Landscape Capital Management, L.L.C. 128K $14.4M
T. Rowe Price Investment Management, Inc.Active manager 91K $10.3M
Cinctive Capital Management LPHedge fund 90K $10.2M
Natixis 49K $5.5M
Ieq Capital, LLC 42K $4.7M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
D. E. Shaw & Co., Inc.Hedge fund 417K $40.2M
Freestone Grove Partners LPHedge fund 292K $28.1M
Nearwater Capital Markets, Ltd 200K $19.3M
Night Squared LP 168K $16.2M
Swedbank AB 75K $7.3M
Twinbeech Capital LP 74K $7.1M
Voloridge Investment Management, LLCHedge fund 56K $5.4M
Edgestream Partners, L.P.Hedge fund 56K $5.4M
Tredje Ap-Fonden 38K $3.6M
Commerzbank Aktiengesellschaft 32K $3.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
882
Ten largest holders
46.1%
of 13F-reported shares
Index fund managers
35.4%
of 13F-reported shares
Active managers and hedge funds
21.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 43 27 9 5 +823K +4.2%
Index fund managers 10 2 0 0 +1.0M +3.1%
Other institutions 431 297 125 67 −5.6M −12.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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