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John B. Sanfilippo & Son

162 hedge funds and large institutions have $721M invested in John B. Sanfilippo & Son in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

1% more funds holding

Funds holding: 160162 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.51% less ownership

Funds ownership: 92.36%91.85% (-0.51%)

2% less capital invested

Capital invested by funds: $739M → $721M (-$18.2M)

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
62
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$132M +$1.06M +11,646 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.1M -$1.62M -17,824 -2%
RA
3
Royce & Associates
New York
$54.4M +$50.7K +557 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.4M -$1.13M -12,414 -4%
State Street
5
State Street
Massachusetts
$27.1M +$1.28M +14,071 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$23.5M +$28.2K +310 +0.1%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$22.2M +$975K +10,714 +4%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$21M +$630K +6,924 +3%
CM
9
Capital Management
Virginia
$20.3M +$2.31M +25,339 +12%
Fidelity International
10
Fidelity International
Bermuda
$19.4M
Invesco
11
Invesco
Georgia
$17.5M -$3.04M -33,426 -14%
UBS Group
12
UBS Group
Switzerland
$15M +$3.81M +41,834 +33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$14.8M +$539K +5,926 +4%
Public Employees Retirement Association of Colorado
14
Public Employees Retirement Association of Colorado
Colorado
$13.9M
HPCM
15
Hunter Perkins Capital Management
Illinois
$13.2M +$160K +1,755 +1%
Amundi
16
Amundi
France
$12.1M +$12.4M +136,673 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.9M +$15.9K +175 +0.1%
Renaissance Technologies
18
Renaissance Technologies
New York
$11.8M +$318K +3,500 +3%
KCM
19
Kennedy Capital Management
Missouri
$9.8M -$4.23M -46,480 -30%
Northern Trust
20
Northern Trust
Illinois
$9.23M -$386K -4,246 -4%
Wells Fargo
21
Wells Fargo
California
$9.08M -$617K -6,783 -6%
Charles Schwab
22
Charles Schwab
California
$8.68M +$635K +6,980 +8%
Morgan Stanley
23
Morgan Stanley
New York
$7.54M -$465K -5,112 -6%
Goldman Sachs
24
Goldman Sachs
New York
$6.11M -$2.21M -24,324 -26%
DP
25
Dearborn Partners
Illinois
$5.81M +$11.1K +122 +0.2%

JBSS Hedge Fund Activity: Q2 2021 in Review

162 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q2 2021, worth a combined $721M — down 2.5% from $739M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JBSS positions and 10 closed out — a net gain of 3 holders — while 62 added to existing stakes and 53 trimmed.

The largest buyer was UBS Group, adding an estimated $3.81M. The largest seller was Kennedy Capital Management, cutting an estimated $4.23M.

  • 162 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q2 2021, up from 160 in Q1 2021.
  • Funds reported $721M of John B. Sanfilippo & Son stock for Q2 2021, down 2.5% quarter-over-quarter.
  • 13 funds opened new John B. Sanfilippo & Son positions in Q2 2021 and 10 closed out, a net change of +3 holders.
  • The largest John B. Sanfilippo & Son buyer in Q2 2021 was UBS Group, an estimated $3.81M added.
  • The largest John B. Sanfilippo & Son seller in Q2 2021 was Kennedy Capital Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2021.