Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sanfilippo John B & Son Inc (JBSS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — JBSS

Based on 211 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JBSS 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
211 hedge funds hold JBSS right now — the highest count in 3.0 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

114 buying83 selling
Last quarter: 114 funds bought or added vs 83 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.
➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 33 → 32 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
128 out of 211 hedge funds have held JBSS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

22 → 23 → 33 → 32 → 34 new funds/Q
New funds entering each quarter: 23 → 33 → 32 → 34. A growing number of institutions are discovering JBSS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 213 holders: 142 (67%) are 2+ year veterans, 20 entered 1–2 years ago, and 51 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
44 of 211 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — JBSS

In 2026 Q1, 114 hedge funds were net buyers of JBSS (34 opened a new position, 80 added to an existing one), while 83 reduced or exited (53 trimmed, 30 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in JBSS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 211.

Hedge Fund Ownership: JBSS

How many hedge funds hold JBSS — quarterly history vs. share price
Quarterly hedge fund ownership of JBSS vs. share price

Market Analysis: JBSS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JBSS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sanfilippo John B & Son Inc (JBSS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JBSS has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
JBSS
-1.2%
XLP
+4.4%

JBSS outperformed XLP by -5.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JBSS
+4.6%
XLP
+1.1%

Since the filing became public, JBSS outperformed XLP by +3.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JBSS
210 + Investors

Track Smart Money conviction in JBSS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 210 207 1.45%
13F Shares 8M 8M 1.85%
Total Value $584M $586M -0.4%
New Positions 33 32 +1
Increased Positions 80 66 +14
Closed Positions 30 26 +4
Reduced Positions 52 80 -28
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JBSS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

210 + investors

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

QUARTER:
Top 25 JBSS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dean Capital Management 1.78% 54,044 $4.3M
2 Martin & Co Inc /Tn/ 0.93% 68,692 $5.4M
3 Dean Investment Associates, LLC 0.86% 77,155 $6.1M
4 Watershed Asset Management, L.L.C. 0.44% 5,387 $427K
5 Heartland Advisors Inc 0.28% 70,000 $5.6M
6 Invenomic Capital Management LP 0.27% 73,886 $5.9M
7 Legato Capital Management LLC 0.20% 28,185 $2.2M
8 Inspire Investing, LLC 0.18% 27,589 $2.2M
9 Wealthcare Capital Partners, LLC 0.15% 4,090 $324K
10 Gamco Investors, INC. Et Al 0.15% 192,025 $15.2M
11 Royce & Associates LP 0.14% 183,161 $14.5M
12 Skylands Capital, LLC 0.14% 13,500 $1.1M
13 Numerai GP LLC 0.11% 14,209 $1.1M
14 Kennedy Capital Management LLC 0.09% 54,765 $4.3M
15 Inceptionr LLC 0.08% 4,093 $325K
16 Twelve Points Wealth Management LLC 0.05% 2,687 $213K
17 Martingale Asset Management L P 0.03% 17,165 $1.4M
18 Hotchkis & Wiley Capital Management LLC 0.03% 137,747 $10.9M
19 Central Pacific Bank - Trust Division 0.03% 3,200 $254K
20 Polymer Capital Management (US) LLC 0.03% 3,432 $272K
21 Quantbot Technologies LP 0.03% 8,439 $669K
22 Two Sigma Securities, LLC 0.02% 2,710 $215K
23 Virtus Advisers, LLC 0.02% 649 $51K
24 Teacher Retirement System of Texas 0.02% 71,806 $5.7M
25 Renaissance Technologies LLC 0.02% 185,345 $14.7M
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 — Sanfilippo John B & Son Inc (JBSS)

What does the Smart Money Trend signal show for JBSS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JBSS 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 JBSS?

Slight buying edge — 58% buying: Last quarter: 114 funds bought or added vs 83 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 JBSS holders?

Strong quality — 39% AUM from major funds: 44 of 211 holders rank in the top 100 by AUM, accounting for 39% 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 JBSS?

61% of holders stayed for 2+ years: 128 out of 211 hedge funds have held JBSS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sanfilippo John B & Son Inc (JBSS) following the 2026 Q1 hedge fund 13F filings?

As of today, JBSS has moved +4.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLP sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), JBSS has gained -1.2% vs +4.4% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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