John B. Sanfilippo & Son
JBSS
182 hedge funds and large institutions have $886M invested in John B. Sanfilippo & Son in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 69 reducing their positions, and 13 closing their positions.
102% more call options, than puts
Call options by funds: $985K | Put options by funds: $487K
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
2% more funds holding
Funds holding: 178 → 182 (+4)
4% more capital invested
Capital invested by funds: $855M → $886M (+$30.3M)
0.47% more ownership
Funds ownership: 92.57% → 93.04% (+0.47%)
25% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$13M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$11M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$5.07M |
| 4 |
Renaissance Technologies
New York
|
+$2.98M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.22M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$4.47M |
| 4 |
JP Morgan Chase
New York
|
-$2.73M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.06M |
JBSS Hedge Fund Activity: Q1 2024 in Review
182 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John B. Sanfilippo & Son (JBSS) for Q1 2024, worth a combined $886M — up 3.5% from $855M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new JBSS positions and 13 closed out — a net gain of 5 holders — while 52 added to existing stakes and 69 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $10.6M.
- 182 institutional investors held John B. Sanfilippo & Son (JBSS) as of Q1 2024, up from 178 in Q4 2023.
- Funds reported $886M of John B. Sanfilippo & Son stock for Q1 2024, up 3.5% quarter-over-quarter.
- 18 funds opened new John B. Sanfilippo & Son positions in Q1 2024 and 13 closed out, a net change of +5 holders.
- The largest John B. Sanfilippo & Son buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $13M added.
- The largest John B. Sanfilippo & Son seller in Q1 2024 was Morgan Stanley, an estimated $10.6M sold.
Based on aggregated 13F filings for Q1 2024.