Which funds own SJM
Smucker J M Co in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $150m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $150m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 3
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $128m | 0.2% | 1,137,274 | +$16m-29,014 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $19m | 0.2% | 169,186 | +$5.5m+28,630 | Added |
| Maverick Capital Ltd Long/short equity · $11.3bn book | $3.1m | 0.0% | 27,733 | +$200k-2,118 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Freestone Grove Partners LP · Multi-strategy$28m held before
Ownership through time
At least 14 of the 95 managers whose filings are on file listed SJM in Q2 2026, against 8 in Q2 2013. 2 managers more than in Q1 2026: 1 started a position; 3 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 8
- Q3 2013: 12
- Q4 2013: 11
- Q1 2014: 9
- Q2 2014: 10
- Q3 2014: 9
- Q4 2014: 10
- Q1 2015: 10
- Q2 2015: 7
- Q3 2015: 19
- Q4 2015: 18
- Q1 2016: 16
- Q2 2016: 15
- Q3 2016: 12
- Q4 2016: 13
- Q1 2017: 11
- Q2 2017: 8
- Q3 2017: 9
- Q4 2017: 6
- Q1 2018: 4
- Q2 2018: 9
- Q3 2018: 7
- Q4 2018: 9
- Q1 2019: 12
- Q2 2019: 13
- Q3 2019: 10
- Q4 2019: 11
- Q1 2020: 13
- Q2 2020: 17
- Q3 2020: 10
- Q4 2020: 11
- Q1 2021: 15
- Q2 2021: 12
- Q3 2021: 9
- Q4 2021: 11
- Q1 2022: 9
- Q2 2022: 16
- Q3 2022: 18
- Q4 2022: 18
- Q1 2023: 17
- Q2 2023: 14
- Q3 2023: 15
- Q4 2023: 20
- Q1 2024: 15
- Q2 2024: 15
- Q3 2024: 13
- Q4 2024: 13
- Q1 2025: 12
- Q2 2025: 14
- Q3 2025: 14
- Q4 2025: 16
- Q1 2026: 12
- Q2 2026: 14
- Q2 2013: $670m
- Q3 2013: $645m
- Q4 2013: $434m
- Q1 2014: $353m
- Q2 2014: $367m
- Q3 2014: $283m
- Q4 2014: $294m
- Q1 2015: $416m
- Q2 2015: $286m
- Q3 2015: $628m
- Q4 2015: $829m
- Q1 2016: $898m
- Q2 2016: $1.3bn
- Q3 2016: $1.2bn
- Q4 2016: $1.0bn
- Q1 2017: $717m
- Q2 2017: $564m
- Q3 2017: $1.1bn
- Q4 2017: $1.5bn
- Q1 2018: $1.4bn
- Q2 2018: $1.3bn
- Q3 2018: $1.1bn
- Q4 2018: $845m
- Q1 2019: $1.2bn
- Q2 2019: $952m
- Q3 2019: $1.0bn
- Q4 2019: $935m
- Q1 2020: $1.1bn
- Q2 2020: $1.1bn
- Q3 2020: $1.1bn
- Q4 2020: $1.0bn
- Q1 2021: $1.2bn
- Q2 2021: $1.1bn
- Q3 2021: $917m
- Q4 2021: $863m
- Q1 2022: $846m
- Q2 2022: $953m
- Q3 2022: $1.0bn
- Q4 2022: $1.3bn
- Q1 2023: $1.1bn
- Q2 2023: $1.1bn
- Q3 2023: $954m
- Q4 2023: $1.1bn
- Q1 2024: $791m
- Q2 2024: $806m
- Q3 2024: $437m
- Q4 2024: $915m
- Q1 2025: $1.6bn
- Q2 2025: $1.2bn
- Q3 2025: $1.3bn
- Q4 2025: $1.2bn
- Q1 2026: $781m
- Q2 2026: $982m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Citadel Advisors LLC1,935,012 to 2,690,881 shares+$85m
- MFS Investment Managementnew: 612,070 shares+$70m
- GAMCO Investors Inc140,556 to 169,186 shares+$3.2m
- Bridgewater Associates LP102,135 to 105,870 shares+$420k
Largest decreases, by shares
- Point72 Asset Management LP1,980,570 to 689,741 shares-$145m
- Two Sigma Investments LP1,646,723 to 960,763 shares-$77m
- Verition Fund Management LLC535,463 to 105,385 shares-$48m
- Schonfeld Strategic Advisors LLC174,648 to 70,050 shares-$12m
- Balyasny Asset Management LLC1,166,288 to 1,137,274 shares-$3.3m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Citadel Advisors LLC | Q4 2015 | $360m | $303m | |
| AQR Capital Management LLC | Q2 2013 | $208m | $208m | |
| Balyasny Asset Management LLC | Q3 2015 | $221m | $128m | |
| Two Sigma Investments LP | Q4 2013 | $166m | $108m | |
| Point72 Asset Management LP | Q1 2019 | $191m | $78m | |
| MFS Investment Management | Q2 2013 | $672m | $70m | |
| Man Group PLC | Q1 2018 | $98m | $20m | |
| GAMCO Investors Inc | Q2 2018 | $31m | $19m | |
| Bridgewater Associates LP | Q3 2014 | $39m | $12m | |
| Verition Fund Management LLC | Q3 2013 | $52m | $12m | |
| Schonfeld Strategic Advisors LLC | Q1 2017 | $26m | $7.9m | |
| Brevan Howard Capital Management LP | Q2 2025 | $6.9m | $6.9m | |
| Hudson Bay Capital Management LP | Q4 2022 | $9.4m | $6.4m | |
| Maverick Capital Ltd | Q4 2018 | $64m | $3.1m | |
| Fidelity (FMR LLC) | Q3 2017 | $1.0bn | last listed Q1 2025 | |
| Invesco Ltd | Q2 2013 | $311m | last listed Q3 2025 | |
| Millennium Management LLC | Q3 2013 | $208m | last listed Q4 2025 | |
| Third Point LLC | Q1 2015 | $204m | last listed Q1 2016 | |
| Renaissance Technologies LLC | Q2 2013 | $176m | last listed Q3 2024 | |
| Two Sigma Advisers LP | Q1 2014 | $163m | last listed Q4 2025 | |
| AllianceBernstein LP | Q2 2013 | $158m | last listed Q4 2013 | |
| Holocene Advisors LP | Q2 2018 | $137m | last listed Q2 2025 | |
| Marshall Wace LLP | Q1 2014 | $130m | last listed Q4 2025 | |
| Neuberger Berman Group LLC | Q2 2013 | $121m | last listed Q4 2014 |
What SJM is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around SJM →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.