Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hunt J B Trans Svcs Inc (JBHT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +54
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — JBHT

Based on 767 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added JBHT 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
767 hedge funds hold JBHT 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.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+190 new funds entered over the past year (+33% 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.
🟢

More buyers than sellers — 60% buying

441 buying295 selling
Last quarter: 441 funds were net buyers (125 opened a brand new position + 316 added to an existing one). Only 295 were sellers (224 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 109 → 89 → 165 → 125. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 18% medium ■ 24% new
440 out of 767 hedge funds have held JBHT 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

78 → 109 → 89 → 165 → 125 new funds/Q
New funds entering each quarter: 109 → 89 → 165 → 125. A growing number of institutions are discovering JBHT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 29% newcomers

■ 63% veterans ■ 7% 1-2yr ■ 29% new
Entry-cohort mix of 788 holders: 500 (63%) are 2+ year veterans, 59 entered 1–2 years ago, and 229 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
62 of 764 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in JBHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — JBHT

In 2026 Q1, 441 hedge funds were net buyers of JBHT (125 opened a new position, 316 added to an existing one), while 295 reduced or exited (224 trimmed, 71 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in JBHT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +54 funds (more new holders than closures). Total institutional holders: 767.

Hedge Fund Ownership: JBHT

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

Market Analysis: JBHT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JBHT

-- --

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

Is It Too Late to Buy Hunt J B Trans Svcs Inc (JBHT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JBHT has moved relative to its sector benchmark (XLI) 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 · 89d ago
JBHT
+32.3%
XLI
+12.3%

JBHT outperformed XLI by +20.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
JBHT
+6.9%
XLI
+6.0%

Since the filing became public, JBHT outperformed XLI by +0.9% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 4 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: JBHT
760 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 760 713 6.59%
13F Shares 70M 72M -2.98%
Total Value $14.32B $13.94B 2.72%
New Positions 122 165 -43
Increased Positions 305 247 +58
Closed Positions 75 72 +3
Reduced Positions 222 210 +12
Total Calls 12 15 -20.0%
Total Puts 12 16 -25.0%
PUT/CALL Ratio 1.0 1.07 Neutral

Statistics: JBHT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

760 + investors

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

QUARTER:
Top 25 JBHT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Park Presidio Capital LLC 12.10% 814,280 $172.5M
2 Hexagon Capital Partners LLC 11.57% 373,068 $79.1M
3 Scopia Capital Management LP 5.50% 37,839 $8.0M
4 4D Advisors, LLC 5.37% 40,000 $8.5M
5 Horrell Capital Management, Inc. 5.30% 54,915 $11.6M
6 Legacy Capital Wealth Partners, LLC 4.63% 106,094 $22.5M
7 Eldred Rock Partners, LLC 4.30% 79,743 $16.9M
8 Beck Bode, LLC 2.89% 80,609 $17.1M
9 Disciplined Investments, LLC 2.84% 37,370 $7.9M
10 Robinson Value Management, Ltd. 2.30% 19,484 $4.1M
11 Greenwood Gearhart LLC 2.27% 198,296 $42.0M
12 Junto Capital Management LP 1.74% 390,343 $82.7M
13 Intrinsic Edge Capital Management LLC 1.41% 40,000 $8.5M
14 Artemis Investment Management LLP 1.37% 607,335 $128.7M
15 Lansing Management LP 1.01% 7,200 $1.5M
16 Nixon Peabody Trust Co 0.99% 59,017 $12.5M
17 Heartland Advisors Inc 0.98% 90,900 $19.3M
18 Adams Diversified Equity Fund, INC. 0.80% 107,100 $22.7M
19 Barrow Hanley Mewhinney & Strauss LLC 0.76% 1,100,952 $233.3M
20 Bull Harbor Capital LLC 0.73% 12,813 $2.7M
21 Trillium Asset Management, LLC 0.71% 115,346 $21.5M
22 Olympiad Research LP 0.69% 1,075 $228K
23 Formula Growth Ltd 0.67% 7,000 $1.5M
24 Millennium Capital Advisors, LLC 0.67% 5,129 $1.1M
25 Caerus Investment Advisors, LLC 0.64% 7,271 $1.5M
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 — Hunt J B Trans Svcs Inc (JBHT)

What does the Smart Money Trend signal show for JBHT?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JBHT 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 JBHT?

More buyers than sellers — 60% buying: Last quarter: 441 funds were net buyers (125 opened a brand new position + 316 added to an existing one). Only 295 were sellers (224 trimmed + 71 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JBHT holders?

Elite ownership — 48% AUM from top-100 funds: 62 of 764 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in JBHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JBHT?

57% of holders stayed for 2+ years: 440 out of 767 hedge funds have held JBHT 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 Hunt J B Trans Svcs Inc (JBHT) following the 2026 Q1 hedge fund 13F filings?

As of today, JBHT has moved +6.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLI sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), JBHT has gained +32.3% vs +12.3% for XLI. 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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