John B. Sanfilippo & Son
JBSS
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.
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: 202 → 200 (-2)
7% less capital invested
Capital invested by funds: $776M → $724M (-$52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$30.5M |
| 2 |
BlackRock
New York
|
+$10.9M |
| 3 |
Two Sigma Investments
New York
|
+$4.76M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$46.8M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$3.81M |
| 3 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$3.31M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.95M |
| 5 |
HF
HRT Financial
New York
|
-$2.82M |
JBSS Hedge Fund Activity: Q4 2024 in Review
200 of the 7,607 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.