John B. Sanfilippo & Son
JBSS
80 hedge funds and large institutions have $148M invested in John B. Sanfilippo & Son in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
13% more capital invested
Capital invested by funds: $131M → $148M (+$17.2M)
1% more funds holding
Funds holding: 79 → 80 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.78M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$953K |
| 3 |
Renaissance Technologies
New York
|
+$940K |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$581K |
| 5 |
JIR
James Investment Research
Alpha,
Ohio
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$3.66M |
| 2 |
QBFM
QS Batterymarch Financial Management
New York
|
-$727K |
| 3 |
Morgan Stanley
New York
|
-$610K |
| 4 |
PP
PDT Partners
New York
|
-$397K |
| 5 |
OSNBOA
Old Second National Bank of Aurora
Aurora,
Illinois
|
-$380K |
JBSS Hedge Fund Activity: Q3 2013 in Review
80 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q3 2013, worth a combined $148M — up 13% from $131M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JBSS positions and 7 closed out — a net gain of 1 holder — while 29 added to existing stakes and 30 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.78M. The largest seller was First Wilshire Securities Management, exiting entirely with an estimated $3.66M sold.
- 80 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q3 2013, up from 79 in Q2 2013.
- Funds reported $148M of John B. Sanfilippo & Son stock for Q3 2013, up 13% quarter-over-quarter.
- 8 funds opened new John B. Sanfilippo & Son positions in Q3 2013 and 7 closed out, a net change of +1 holder.
- The largest John B. Sanfilippo & Son buyer in Q3 2013 was Ameriprise, an estimated $1.78M added.
- The largest John B. Sanfilippo & Son seller in Q3 2013 was First Wilshire Securities Management, an estimated $3.66M sold.
Based on aggregated 13F filings for Q3 2013.