JB Hunt Transport Services
JBHT
484 hedge funds and large institutions have $13.2B invested in JB Hunt Transport Services in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 143 increasing their positions, 182 reducing their positions, and 55 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
38% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 55
25% more capital invested
Capital invested by funds: $10.5B → $13.2B (+$2.64B)
4% more funds holding
Funds holding: 466 → 484 (+18)
1.27% more ownership
Funds ownership: 72.86% → 74.13% (+1.3%)
21% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 182
41% less call options, than puts
Call options by funds: $101M | Put options by funds: $171M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$220M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$168M |
| 3 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$70.2M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$52.3M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$115M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$76.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.3M |
| 4 |
Holocene Advisors
New York
|
-$33.6M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$27.7M |
JBHT Hedge Fund Activity: Q1 2021 in Review
484 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in JB Hunt Transport Services (JBHT) for Q1 2021, worth a combined $13.2B — up 25% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new JBHT positions and 55 closed out — a net gain of 21 holders — while 143 added to existing stakes and 182 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $220M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $115M sold.
- 484 institutional investors held JB Hunt Transport Services (JBHT) as of Q1 2021, up from 466 in Q4 2020.
- Funds reported $13.2B of JB Hunt Transport Services stock for Q1 2021, up 25% quarter-over-quarter.
- 76 funds opened new JB Hunt Transport Services positions in Q1 2021 and 55 closed out, a net change of +21 holders.
- The largest JB Hunt Transport Services buyer in Q1 2021 was Janus Henderson Group, an estimated $220M added.
- The largest JB Hunt Transport Services seller in Q1 2021 was Ceredex Value Advisors, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2021.