Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J & J SNACK FOODS CORP (JJSF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — JJSF

Based on 243 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JJSF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
243 hedge funds hold JJSF 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JJSF is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

122 buying138 selling
Last quarter: 138 funds reduced or exited vs 122 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 46 → 50 → 37. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
157 out of 243 hedge funds have held JJSF 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

31 → 31 → 46 → 50 → 37 new funds/Q
New funds entering each quarter: 31 → 46 → 50 → 37. A growing number of institutions are discovering JJSF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 245 current holders: 175 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
48 of 243 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — JJSF

In 2026 Q1, 122 hedge funds were net buyers of JJSF (37 opened a new position, 85 added to an existing one), while 138 reduced or exited (92 trimmed, 46 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 33% of total institutional value in JJSF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 243.

Hedge Fund Ownership: JJSF

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

Market Analysis: JJSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JJSF

-- --

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

Is It Too Late to Buy J & J SNACK FOODS CORP (JJSF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JJSF 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 · 72d ago
JJSF
+1.1%
XLP
+4.4%

JJSF outperformed XLP by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 27d ago
JJSF
+10.4%
XLP
+1.2%

Since the filing became public, JJSF outperformed XLP by +9.2% .

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.

25 top-rated funds 0 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: JJSF
242 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 242 252 -3.97%
13F Shares 15M 15M -2.09%
Total Value $1.16B $1.37B -15.4%
New Positions 36 50 -14
Increased Positions 85 90 -5
Closed Positions 46 41 +5
Reduced Positions 90 81 +9
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: JJSF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

242 + investors

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

QUARTER:
Top 25 institutional holders of JJSF — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BERNZOTT CAPITAL ADVISORS 3.35% 88,163 $7.0M
2 GENEVA CAPITAL MANAGEMENT LLC 0.70% 416,457 $33.0M
3 Bridge City Capital, LLC 0.67% 30,538 $2.4M
4 Medina Value Partners, LLC 0.62% 37,396 $3.0M
5 Dean Capital Management 0.53% 16,153 $1.3M
6 Aristotle Capital Boston, LLC 0.51% 103,369 $8.2M
7 Phocas Financial Corp. 0.39% 31,463 $2.5M
8 ROYCE & ASSOCIATES LP 0.37% 474,691 $37.6M
9 Ridgewood Investments LLC 0.26% 7,942 $630K
10 DEAN INVESTMENT ASSOCIATES, LLC 0.26% 23,049 $1.8M
11 Numerai GP LLC 0.24% 30,020 $2.4M
12 Allspring Global Investments Holdings, LLC 0.22% 1,663,556 $131.1M
13 D.B. Root & Company, LLC 0.19% 10,243 $812K
14 Sovereign's Capital Management, LLC 0.19% 3,281 $260K
15 VARCOV Co. 0.14% 4,657 $369K
16 ICW Investment Advisors LLC 0.12% 4,202 $333K
17 WEIK CAPITAL MANAGEMENT 0.11% 3,500 $277K
18 DAVENPORT & Co LLC 0.10% 227,535 $18.0M
19 Legato Capital Management LLC 0.10% 13,272 $1.1M
20 Odyssean, LLC 0.09% 3,282 $260K
21 SHUFRO ROSE & CO LLC 0.07% 13,880 $1.1M
22 CRAWFORD INVESTMENT COUNSEL INC 0.07% 50,419 $4.0M
23 North Star Investment Management Corp. 0.05% 11,000 $872K
24 VIRTUS ADVISERS, LLC 0.05% 1,245 $99K
25 MARTINGALE ASSET MANAGEMENT L P 0.04% 22,114 $1.8M
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 — J & J SNACK FOODS CORP (JJSF)

What does the Smart Money Trend signal show for JJSF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JJSF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JJSF?

More sellers than buyers — 47% buying: Last quarter: 138 funds reduced or exited vs 122 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JJSF holders?

Strong quality — 33% AUM from major funds: 48 of 243 holders rank in the top 100 by AUM, accounting for 33% 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 JJSF?

65% of holders stayed for 2+ years: 157 out of 243 hedge funds have held JJSF 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 J & J SNACK FOODS CORP (JJSF) following the 2026 Q1 hedge fund 13F filings?

As of today, JJSF has moved +10.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLP sector ETF — an outperformance of +9.2%. Since the quarter end (March 31, 2026), JJSF has gained +1.1% 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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