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John B. Sanfilippo & Son

95 hedge funds and large institutions have $211M invested in John B. Sanfilippo & Son in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $169M → $211M (+$42.1M)

7% more funds holding

Funds holding: 8995 (+6)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
32
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1
Pekin Hardy Strauss
Illinois
$25.5M -$5.67M -195,376 -20%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23M +$9.23K +318 +0%
BIT
3
BlackRock Institutional Trust
California
$10.2M -$327K -11,282 -3%
PCM
4
Perritt Capital Management
Illinois
$9.94M -$177K -6,100 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.61M -$1.57K -54 -0%
LSV Asset Management
6
LSV Asset Management
Illinois
$9.56M
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$9.1M -$645K -22,229 -7%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.33M +$128K +4,400 +2%
CM
9
Capital Management
Virginia
$7M +$967K +33,335 +18%
Franklin Resources
10
Franklin Resources
California
$6.86M
Morgan Stanley
11
Morgan Stanley
New York
$6.53M -$263K -9,071 -4%
BFA
12
BlackRock Fund Advisors
California
$6.35M -$321K -11,049 -5%
CS
13
Credit Suisse
Switzerland
$5.89M +$853K +29,382 +19%
TAM
14
THB Asset Management
Connecticut
$4.67M +$304K +10,474 +8%
State Street
15
State Street
Massachusetts
$4.43M +$111K +3,817 +3%
Ameriprise
16
Ameriprise
Minnesota
$4.29M +$34.8K +1,200 +0.9%
BCM
17
Bridgeway Capital Management
Texas
$3.69M +$841K +29,000 +34%
OCG
18
Opus Capital Group
Ohio
$3.48M +$2.61M +89,890 +509%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$2.95M +$2.64M +91,045 New
Northern Trust
20
Northern Trust
Illinois
$2.84M -$73.1K -2,518 -3%
AAMU
21
Amundi Asset Management US
Massachusetts
$2.67M +$4.64K +160 +0.2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$2.46M -$277K -9,560 -11%
WA
23
Whitebox Advisors
Minnesota
$2.45M +$282K +9,708 +15%
RFC
24
Russell Frank Company
Washington
$2.42M +$183K +6,300 +9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.39M +$841K +28,970 +64%

JBSS Hedge Fund Activity: Q3 2014 in Review

95 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q3 2014, worth a combined $211M — up 25% from $169M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JBSS positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $2.64M. The largest seller was Pekin Hardy Strauss, cutting an estimated $5.67M.

  • 95 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q3 2014, up from 89 in Q2 2014.
  • Funds reported $211M of John B. Sanfilippo & Son stock for Q3 2014, up 25% quarter-over-quarter.
  • 11 funds opened new John B. Sanfilippo & Son positions in Q3 2014 and 5 closed out, a net change of +6 holders.
  • The largest John B. Sanfilippo & Son buyer in Q3 2014 was Wellington Management Group, an estimated $2.64M added.
  • The largest John B. Sanfilippo & Son seller in Q3 2014 was Pekin Hardy Strauss, an estimated $5.67M sold.

Based on aggregated 13F filings for Q3 2014.