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John B. Sanfilippo & Son

200 hedge funds and large institutions have $724M invested in John B. Sanfilippo & Son in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more call options, than puts

Call options by funds: $941K | Put options by funds: $226K

4% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 69

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0.87% more ownership

Funds ownership: 91.42%92.3% (+0.87%)

1% less funds holding

Funds holding: 202200 (-2)

7% less capital invested

Capital invested by funds: $776M → $724M (-$52M)

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
72
Reduced
69
Closed
30
Calls
$941K
Puts
$226K
Net Calls
+$715K
Net Calls Change
-$501K
Name Holding Trade Value Shares
Change
Change in
Stake
C
176
Covestor
United Kingdom
$8K -$89 -1 -1%
HCA
177
Harbor Capital Advisors
Illinois
$7K +$1.95K +22 +42%
Creative Planning
178
Creative Planning
Kansas
$5.23K +$5.32K +60 New
SS
179
SBI Securities
Japan
$5.23K +$5.32K +60 New
W
180
WealthCollab
Washington
$4.7K -$1.95K -22 -29%
PWMG
181
Private Wealth Management Group
New Jersey
$4.36K -$532 -6 -11%
LC
182
Lindbrook Capital
California
$4.18K +$621 +7 +17%
Bessemer Group
183
Bessemer Group
New Jersey
$4K -$8.87K -100 -66%
EWA
184
EverSource Wealth Advisors
Alabama
$3.83K -$3.46K -39 -47%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$3.72K +$355 +4 +10%
ACM
186
Aster Capital Management
United Arab Emirates
$3.14K +$2.13K +24 +200%
HCP
187
Hexagon Capital Partners
Arkansas
$2.09K +$2.13K +24 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.83K +$1.86K +21 New
HWM
189
Hemington Wealth Management
Virginia
$1K
CAL
190
Capital Advisors Ltd
Ohio
$1K +$621 +7 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$784 -$177 -2 -18%
SCM
192
Sterling Capital Management
North Carolina
$784
SO
193
Sierra Ocean
California
$784 +$798 +9 New
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$523
PFBT
195
Parkside Financial Bank & Trust
Missouri
$523
HNB
196
Huntington National Bank
Ohio
$523 +$532 +6 New
FFA
197
Farther Finance Advisors
California
$436
AWM
198
Abound Wealth Management
Tennessee
$175
UB
199
UMB Bank
Missouri
$174 -$355 -4 -67%
CIAM
200
Caitong International Asset Management
Hong Kong
$87 +$89 +1 New

JBSS Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q4 2024, worth a combined $724M — down 6.7% from $776M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JBSS positions and 30 closed out — a net gain of 1 holder — while 72 added to existing stakes and 69 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $30.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $46.8M sold.

  • 200 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q4 2024, down from 202 in Q3 2024.
  • Funds reported $724M of John B. Sanfilippo & Son stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 31 funds opened new John B. Sanfilippo & Son positions in Q4 2024 and 30 closed out, a net change of +1 holder.
  • The largest John B. Sanfilippo & Son buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $30.5M added.
  • The largest John B. Sanfilippo & Son seller in Q4 2024 was Capital International Investors, an estimated $46.8M sold.

Based on aggregated 13F filings for Q4 2024.