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John B. Sanfilippo & Son

149 hedge funds and large institutions have $575M invested in John B. Sanfilippo & Son in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

42% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 38

30% more capital invested

Capital invested by funds: $443M → $575M (+$132M)

8% more funds holding

Funds holding: 138149 (+11)

0.62% more ownership

Funds ownership: 87.57%88.19% (+0.62%)

55% less call options, than puts

Call options by funds: $2.75M | Put options by funds: $6.06M

Holders
149
Holders Change
+11
Holders Change %
+7.97%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
54
Reduced
38
Closed
14
Calls
$2.75M
Puts
$6.06M
Net Calls
-$3.31M
Net Calls Change
-$3.38M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$106M +$16.3M +251,245 +22%
RA
2
Royce & Associates
New York
$81M -$2.56M -39,411 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.8M -$546K -8,419 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.8M +$40.9K +631 +0.1%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$26.4M +$1.26M +19,460 +6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$17.3M +$95K +1,465 +0.6%
State Street
7
State Street
Massachusetts
$16.1M +$211K +3,246 +2%
Public Employees Retirement Association of Colorado
8
Public Employees Retirement Association of Colorado
Colorado
$13.6M +$2.55M +39,350 +27%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$13.2M -$8.1M -124,934 -41%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M +$2.8M +43,173 +41%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$9.27M +$372K +5,737 +5%
AAMU
12
Amundi Asset Management US
Massachusetts
$9.1M -$688K -10,609 -8%
Ameriprise
13
Ameriprise
Minnesota
$9.05M +$232K +3,576 +3%
CS
14
Credit Suisse
Switzerland
$8.43M +$446K +6,880 +6%
Northern Trust
15
Northern Trust
Illinois
$8.4M +$249K +3,840 +4%
PAM
16
Panagora Asset Management
Massachusetts
$7.91M +$1.58M +24,309 +30%
CM
17
Capital Management
Virginia
$7.68M -$3.7M -57,021 -36%
Goldman Sachs
18
Goldman Sachs
New York
$6.79M +$2.92M +45,067 +98%
Morgan Stanley
19
Morgan Stanley
New York
$6.63M +$101K +1,560 +2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$5.72M -$1.58M -24,403 -24%
Prudential Financial
21
Prudential Financial
New Jersey
$5.57M +$2.9M +44,716 +149%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.49M +$118K +1,812 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$5.42M +$2.91M +44,804 +160%
Allianz Asset Management
24
Allianz Asset Management
Germany
$4.54M -$111K -1,719 -3%
Renaissance Technologies
25
Renaissance Technologies
New York
$4.38M +$2.56M +39,400 +203%

JBSS Hedge Fund Activity: Q2 2018 in Review

149 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q2 2018, worth a combined $575M — up 30% from $443M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new JBSS positions and 14 closed out — a net gain of 11 holders — while 54 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $16.3M. The largest seller was American Century Companies, exiting entirely with an estimated $11.3M sold.

  • 149 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q2 2018, up from 138 in Q1 2018.
  • Funds reported $575M of John B. Sanfilippo & Son stock for Q2 2018, up 30% quarter-over-quarter.
  • 25 funds opened new John B. Sanfilippo & Son positions in Q2 2018 and 14 closed out, a net change of +11 holders.
  • The largest John B. Sanfilippo & Son buyer in Q2 2018 was BlackRock, an estimated $16.3M added.
  • The largest John B. Sanfilippo & Son seller in Q2 2018 was American Century Companies, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2018.