Jbs N.V. Cl A Shs (JBS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Jbs N.V. Cl A Shs (JBS) following the 2026 Q3 hedge fund 13F filings?

As of today, JBS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), JBS gained +13.9% vs +14.2% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Jbs N.V. Cl A Shs (JBS)

268 + Investors. Track Smart Money conviction in JBS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — JBS

Based on 275 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added JBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

275 hedge funds hold JBS right now — the highest count in 1.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 5Q

+105 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟡

Slight buying edge — 57% buying

172 buying130 selling

Last quarter: 172 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new JBS position: 92 → 50 → 51 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 44% entered in last year

■ 2% conviction (2yr+) ■ 54% medium ■ 44% new

Only 6 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +13%, value -24%

Value

-23%

+13%

Last quarter: funds added +13% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

92 → 50 → 51 → 67 new funds/Q

New funds entering each quarter: 92 → 50 → 51 → 67. JBS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 287 current holders: 287 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

55 of 268 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	268	253	5.93%
13F Shares	434M	384M	13.02%
Total Value	$5.32B	$6.97B	-23.64%
New Positions	67	51	+16
Increased Positions	103	97	+6
Closed Positions	45	40	+5
Reduced Positions	79	70	+9
Total Calls	15	9	66.67%
Total Puts	4	6	-33.33%
PUT/CALL Ratio	0.27	0.67	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

268

253

5.93%

13F Shares

434M

384M

13.02%

Total Value

$5.32B

$6.97B

-23.64%

New Positions

+16

Increased Positions

103

Closed Positions

Reduced Positions

Total Calls

66.67%

Total Puts

-33.33%

PUT/CALL Ratio

0.27

0.67

Bullish

Institutional Holders (2026 Q2)

268 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JBS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JBS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	BNDES Participacoes S.A.	100.00%	199,288,206	$2.36B
2	Bayberry Capital Partners LP	3.49%	855,000	$10.1M
3	Ramirez Asset Management, Inc.	2.97%	2,408,909	$28.5M
4	Discovery Capital Management, LLC / Ct	2.68%	5,436,300	$64.4M
5	Davis Selected Advisers	2.54%	50,016,236	$592.7M
6	Hartree Partners, LP	1.39%	550,000	$6.5M
7	Steadtrust LLC	1.15%	191,130	$2.3M
8	Ovata Capital Management Ltd	0.67%	756,939	$9.0M
9	Brandes Investment Partners, LP	0.64%	7,693,893	$91.2M
10	Spectrum Strategic Capital Management, LLC	0.60%	101,404	$1.2M
11	Quinn Opportunity Partners LLC	0.48%	872,901	$10.3M
12	Private Advisory Group LLC	0.48%	748,277	$8.9M
13	Mirabella Financial Services LLP	0.45%	398,368	$4.7M
14	Alberta Investment Management Corp	0.39%	5,904,800	$70.0M
15	Quattro Financial Advisors LLC	0.38%	150,000	$1.8M
16	IPG Investment Advisors LLC	0.35%	206,900	$2.5M
17	Cinctive Capital Management LP	0.34%	790,125	$9.4M
18	Longfellow Investment Management Co LLC	0.34%	140,289	$1.7M
19	ARGA Investment Management, LP	0.29%	952,116	$11.3M
20	Parvin Asset Management, LLC	0.27%	29,375	$348K
21	Strategy Asset Managers LLC	0.27%	150,495	$1.8M
22	4wealth Advisors, INC.	0.27%	28,370	$347K
23	Deltec Asset Management LLC	0.23%	129,250	$1.5M
24	Boussard & Gavaudan Gestion Sas	0.22%	364,394	$4.3M
25	Journey Advisory Group, LLC	0.21%	233,000	$2.8M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Jbs N.V. Cl A Shs (JBS)

What does the Smart Money Trend signal show for JBS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JBS?

Slight buying edge — 57% buying: Last quarter: 172 funds bought or added vs 130 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JBS holders?

Strong quality — 24% AUM from major funds: 55 of 268 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JBS?

Mostly new holders — 44% entered in last year: Only 6 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Jbs N.V. Cl A Shs (JBS) following the 2026 Q3 hedge fund 13F filings?

As of today, JBS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), JBS has gained +13.9% vs +14.2% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Jbs N.V. Cl A Shs (JBS)

Smart Money Signals — JBS

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +62% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+16 vs last Q)

Mostly new holders — 44% entered in last year

Buying through price weakness — shares +13%, value -24%

Peak discovery — momentum slowing

Early stage — 100% of holders entered in last year

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — JBS

Hedge Fund Ownership: JBS

Market Analysis: JBS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JBS

Is It Too Late to Buy Jbs N.V. Cl A Shs (JBS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: JBS

Statistics: JBS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Jbs N.V. Cl A Shs (JBS)

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