JBS N.V.
269 hedge funds and large institutions have $4.97B invested in JBS N.V. in 2026 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 38 closing their positions.
878% more call options, than puts
Call options by funds: $182M | Put options by funds: $18.6M
58% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 38
14% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 86
8% more funds holding
Funds holding: 249 → 269 (+20)
5.47% more ownership
Funds ownership: 48.56% → 54.02% (+5.5%)
26% less capital invested
Capital invested by funds: $6.74B → $4.97B (-$1.77B)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$348M |
| 2 |
D.E. Shaw & Co
New York
|
+$71.5M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$68.9M |
| 4 |
BlackRock
New York
|
+$50.3M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$30.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carrhae Capital
London,
United Kingdom
|
-$45.7M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$33.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$31.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24.4M |
| 5 |
Morgan Stanley
New York
|
-$22.3M |
JBS Hedge Fund Activity: Q2 2026 in Review
269 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in JBS N.V. (JBS) for Q2 2026, worth a combined $4.97B — down 26% from $6.74B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new JBS positions and 38 closed out — a net gain of 22 holders — while 98 added to existing stakes and 86 trimmed.
The largest buyer was Davis Selected Advisers, adding an estimated $348M. The largest seller was Carrhae Capital, exiting entirely with an estimated $45.7M sold.
- 269 institutional investors held JBS N.V. (JBS) as of Q2 2026, up from 249 in Q1 2026.
- Funds reported $4.97B of JBS N.V. stock for Q2 2026, down 26% quarter-over-quarter.
- 60 funds opened new JBS N.V. positions in Q2 2026 and 38 closed out, a net change of +22 holders.
- The largest JBS N.V. buyer in Q2 2026 was Davis Selected Advisers, an estimated $348M added.
- The largest JBS N.V. seller in Q2 2026 was Carrhae Capital, an estimated $45.7M sold.
Based on aggregated 13F filings for Q2 2026.