John B. Sanfilippo & Son
JBSS
182 hedge funds and large institutions have $627M invested in John B. Sanfilippo & Son in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 14 closing their positions.
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
5% more funds holding
Funds holding: 174 → 182 (+8)
3% more capital invested
Capital invested by funds: $608M → $627M (+$18.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.1% less ownership
Funds ownership: 89.94% → 89.84% (-0.1%)
12% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$4.43M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.73M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$2.32M |
| 4 |
LCM
Legato Capital Management
San Francisco,
California
|
+$2.04M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$4.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.09M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$2.58M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.35M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.96M |
JBSS Hedge Fund Activity: Q4 2022 in Review
182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q4 2022, worth a combined $627M — up 3% from $608M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new JBSS positions and 14 closed out — a net gain of 10 holders — while 58 added to existing stakes and 66 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $4.43M. The largest seller was Millennium Management, cutting an estimated $4.32M.
- 182 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q4 2022, up from 174 in Q3 2022.
- Funds reported $627M of John B. Sanfilippo & Son stock for Q4 2022, up 3% quarter-over-quarter.
- 24 funds opened new John B. Sanfilippo & Son positions in Q4 2022 and 14 closed out, a net change of +10 holders.
- The largest John B. Sanfilippo & Son buyer in Q4 2022 was Goldman Sachs, an estimated $4.43M added.
- The largest John B. Sanfilippo & Son seller in Q4 2022 was Millennium Management, an estimated $4.32M sold.
Based on aggregated 13F filings for Q4 2022.