Question 1

Which hedge funds and institutional investors hold JBGS?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for JBGS shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for JBGS whale holdings?

Accepted Answer

Conviction level reflects how significant JBGS is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to JBGS, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for JBGS?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about JBGS?

Accepted Answer

QoQ changes for JBGS show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	3.6M	$53.2M	0.0%	$2896.4B
Loews	496.5K	$7.3M	0.1%	$11.9B
Man Group	410.3K	$6.0M	0.0%	$55.1B
BlackRock	298.9K	$4.4M	0.0%	$5723.5B
Geode Capital	214.9K	$3.1M	0.0%	$1607.5B
Two Sigma	183.2K	$2.7M	0.0%	$123.9B
Point72	144.2K	$2.1M	0.0%	$78.1B
ExodusPoint	121.9K	$1.8M	0.0%	$12.4B
Millennium	117.9K	$1.7M	0.0%	$240.3B
Citadel	95.1K	$1.4M	0.0%	$618.5B
Tudor	33.3K	$486K	0.0%	$53.9B
DE Shaw	29.2K	$426K	0.0%	$166.3B
AQR Capital	27.9K	$407K	0.0%	$218.4B
Caxton	25.1K	$367K	0.0%	$4.4B
DFA	20.0K	$293K	0.0%	$481.4B
Renaissance Tech	19.4K	$283K	0.0%	$63.9B
Brevan Howard	18.6K	$272K	0.0%	$11.3B
Fidelity (FMR)	2.8K	$41K	—	$1898.4B
Northern Trust	466	$7K	—	$756.6B
Franklin Templeton	399	$6K	—	$408.3B

JBGS

Who Holds JBGS

Changes This Quarter