Mediolanum International Funds Ltd has opened a new $26.4M position in $SJM, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SJM.
$SJM Hedge Fund Activity
We have seen 483 institutional investors add shares of $SJM stock to their portfolio, and 387 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POINT72 ASSET MANAGEMENT, L.P. removed 1,290,829 shares (-65.2%) from their portfolio in Q2 2026, for an estimated $145,218,262
- VICTORY CAPITAL MANAGEMENT INC added 1,169,587 shares (+2191.1%) to their portfolio in Q3 2026, for an estimated $139,075,590
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. removed 1,109,721 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $131,956,924
- AQR CAPITAL MANAGEMENT LLC added 1,096,777 shares (+145.7%) to their portfolio in Q2 2026, for an estimated $123,387,412
- JANE STREET GROUP, LLC removed 934,656 shares (-98.1%) from their portfolio in Q3 2026, for an estimated $111,139,944
- GOLDMAN SACHS GROUP INC added 857,414 shares (+65.1%) to their portfolio in Q2 2026, for an estimated $96,459,075
- FMR LLC removed 800,873 shares (-41.7%) from their portfolio in Q3 2026, for an estimated $95,231,808
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$SJM Insider Trading Activity
$SJM insiders have traded $SJM stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $SJM stock by insiders over the last 6 months:
- MARK T SMUCKER (CEO, Chair of Board) has made 0 purchases and 2 sales selling 97,821 shares for an estimated $12,641,061.
- TUCKER H MARSHALL (Chief Financial Officer) has made 0 purchases and 3 sales selling 22,112 shares for an estimated $2,843,658.
- JEANNETTE L KNUDSEN (Chief Legal Officer) has made 0 purchases and 2 sales selling 9,903 shares for an estimated $1,146,352.
- JILL R PENROSE (Chief People Officer) sold 5,000 shares for an estimated $583,475
- ROBERT D FERGUSON (Chief Product Supply Officer) sold 2,522 shares for an estimated $333,938
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SJM Price Targets
Multiple analysts have issued price targets for $SJM recently. We have seen 9 analysts offer price targets for $SJM in the last 6 months, with a median target of $125.0.
Here are some recent targets:
- Andrew Lazar from Barclays set a target price of $125.0 on 06/11/2026
- Peter Grom from UBS set a target price of $130.0 on 06/11/2026
- Megan Alexander from Morgan Stanley set a target price of $110.0 on 06/10/2026
- Bryan Spillane from B of A Securities set a target price of $132.0 on 06/10/2026
- Chris Carey from Wells Fargo set a target price of $129.0 on 06/10/2026
- David Palmer from Evercore ISI Group set a target price of $120.0 on 06/10/2026
- Robert Moskow from TD Cowen set a target price of $115.0 on 06/10/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SJM ticker page for more data.
