JBS N.V.
248 hedge funds and large institutions have $6.74B invested in JBS N.V. in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 36 closing their positions.
927% more call options, than puts
Call options by funds: $222M | Put options by funds: $21.6M
52% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 66
48.55% more ownership
Funds ownership: 0% → 48.55% (+49%)
36% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 36
32% more capital invested
Capital invested by funds: $5.1B → $6.74B (+$1.65B)
4% more funds holding
Funds holding: 238 → 248 (+10)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$224M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$64.6M |
| 3 |
BlackRock
New York
|
+$51.1M |
| 4 |
Two Sigma Investments
New York
|
+$48.4M |
| 5 |
Neuberger Berman Group
New York
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
Woodline Partners
San Francisco,
California
|
-$53.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$31.5M |
| 3 |
MCM
Mason Capital Management
New York
|
-$18.8M |
| 4 |
CC
Carrhae Capital
London,
United Kingdom
|
-$17.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$15.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$381K | -26,407 | Closed |
|
|
PCM
277
Prelude Capital Management
New York
| – | -$380K | -26,343 | Closed |
|
|
AU
278
AlphaGrep UK
London,
| – | -$311K | -21,587 | Closed |
|
|
VF
279
Virtu Financial
New York
| – | -$245K | -16,996 | Closed |
|
|
KAS
280
Kestra Advisory Services
Austin,
Texas
| – | -$87.4K | -6,063 | Closed |
|
|
IA
281
IFP Advisors
Tampa,
Florida
| – | -$56K | -3,884 | Closed |
|
|
QL
282
Quarry LP
New York
| – | -$8.13K | -564 | Closed |
|
|
SAG
283
SageView Advisory Group
Newport Beach,
California
| – | -$923 | -64 | Closed |
|
|
CIAM
284
Caitong International Asset Management
Hong Kong
| – | -$144 | -10 | Closed |
|
JBS Hedge Fund Activity: Q1 2026 in Review
248 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in JBS N.V. (JBS) for Q1 2026, worth a combined $6.74B — up 32% from $5.1B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new JBS positions and 36 closed out — a net gain of 13 holders — while 100 added to existing stakes and 66 trimmed.
The largest buyer was Davis Selected Advisers, adding an estimated $224M. The largest seller was Woodline Partners, cutting an estimated $53.6M.
- 248 institutional investors held JBS N.V. (JBS) as of Q1 2026, up from 238 in Q4 2025.
- Funds reported $6.74B of JBS N.V. stock for Q1 2026, up 32% quarter-over-quarter.
- 49 funds opened new JBS N.V. positions in Q1 2026 and 36 closed out, a net change of +13 holders.
- The largest JBS N.V. buyer in Q1 2026 was Davis Selected Advisers, an estimated $224M added.
- The largest JBS N.V. seller in Q1 2026 was Woodline Partners, an estimated $53.6M sold.
Based on aggregated 13F filings for Q1 2026.