John B. Sanfilippo & Son
JBSS
160 hedge funds and large institutions have $739M invested in John B. Sanfilippo & Son in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 61 reducing their positions, and 20 closing their positions.
14% more capital invested
Capital invested by funds: $646M → $739M (+$93.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 92.8% → 92.36% (-0.44%)
5% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 61
4% less funds holding
Funds holding: 166 → 160 (-6)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPCM
Hunter Perkins Capital Management
Lombard,
Illinois
|
+$12.5M |
| 2 |
RA
Royce & Associates
New York
|
+$3.54M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.47M |
| 4 |
CM
Capital Management
Glen Allen,
Virginia
|
+$2.68M |
| 5 |
Two Sigma Investments
New York
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
-$7.06M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.8M |
| 3 |
Goldman Sachs
New York
|
-$4.3M |
| 4 |
Morgan Stanley
New York
|
-$3.62M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.84M |
JBSS Hedge Fund Activity: Q1 2021 in Review
160 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q1 2021, worth a combined $739M — up 14% from $646M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of JBSS and 15 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 58 added.
The largest buyer was Hunter Perkins Capital Management, adding an estimated $12.5M. The largest seller was Ziegler Capital Management, exiting entirely with an estimated $7.06M sold.
- 160 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q1 2021, down from 166 in Q4 2020.
- Funds reported $739M of John B. Sanfilippo & Son stock for Q1 2021, up 14% quarter-over-quarter.
- 15 funds opened new John B. Sanfilippo & Son positions in Q1 2021 and 20 closed out, a net change of -5 holders.
- The largest John B. Sanfilippo & Son buyer in Q1 2021 was Hunter Perkins Capital Management, an estimated $12.5M added.
- The largest John B. Sanfilippo & Son seller in Q1 2021 was Ziegler Capital Management, an estimated $7.06M sold.
Based on aggregated 13F filings for Q1 2021.