Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J & J Snack Foods Corp (JJSF)

244 + 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
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — JJSF

Based on 245 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
245 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 (+8 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

136 buying119 selling
Last quarter: 136 funds bought or added vs 119 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 — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 50 → 38 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
157 out of 245 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.
💎

Buying through price weakness — shares +10%, value -5%

Value
-5%
Shares
+9%
Last quarter: funds added +10% more shares while total portfolio value only changed -5%. 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

32 → 46 → 50 → 38 → 41 new funds/Q
New funds entering each quarter: 46 → 50 → 38 → 41. JJSF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 21% new
Entry-cohort mix of 247 holders: 172 (70%) are 2+ year veterans, 24 entered 1–2 years ago, and 51 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
48 of 245 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in JJSF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q2, 136 hedge funds were net buyers of JJSF (41 opened a new position, 95 added to an existing one), while 119 reduced or exited (78 trimmed, 41 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 56% of total institutional value in JJSF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 245.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: JJSF
244 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 244 245 -0.41%
13F Shares 16M 15M 9.59%
Total Value $1.10B $1.16B -5.44%
New Positions 40 38 +2
Increased Positions 94 85 +9
Closed Positions 41 46 -5
Reduced Positions 77 91 -14
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: JJSF

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Institutional Holders (2026 Q2)

244 + 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 JJSF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bernzott Capital Advisors 2.07% 70,469 $5.2M
2 Dean Capital Management 1.07% 40,222 $3.0M
3 Dean Investment Associates, LLC 0.53% 55,377 $4.1M
4 Bridge City Capital, LLC 0.50% 29,951 $2.2M
5 Aristotle Capital Boston, LLC 0.42% 85,544 $6.3M
6 Geneva Capital Management LLC 0.41% 242,346 $17.8M
7 Phocas Financial Corp. 0.30% 29,908 $2.2M
8 Numerai GP LLC 0.28% 45,924 $3.4M
9 Dynamic Technology Lab Private Ltd 0.25% 14,974 $1.1M
10 Ridgewood Investments LLC 0.21% 7,817 $574K
11 Bridgefront Capital, LLC 0.18% 9,122 $670K
12 Atom Investors LP 0.18% 26,855 $2.0M
13 D.B. Root & Company, LLC 0.17% 10,662 $783K
14 Sovereign's Capital Management, LLC 0.16% 3,211 $236K
15 Legato Capital Management LLC 0.16% 25,822 $1.9M
16 Allspring Global Investments Holdings, LLC 0.16% 1,339,110 $101.6M
17 Twinbeech Capital LP 0.16% 11,700 $859K
18 Royce & Associates LP 0.13% 221,151 $16.2M
19 Headlands Technologies LLC 0.10% 12,795 $940K
20 Weik Capital Management 0.10% 3,500 $257K
21 DAVENPORT & Co LLC 0.08% 227,620 $16.8M
22 Crawford Investment Counsel Inc 0.06% 50,379 $3.7M
23 Shufro Rose & Co LLC 0.06% 13,880 $1.0M
24 Empirical Asset Management, LLC 0.05% 3,292 $242K
25 North Star Investment Management Corp. 0.05% 11,700 $859K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JJSF?

Slight buying edge — 53% buying: Last quarter: 136 funds bought or added vs 119 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 JJSF holders?

Elite ownership — 56% AUM from top-100 funds: 48 of 245 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in JJSF. 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 JJSF?

64% of holders stayed for 2+ years: 157 out of 245 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.

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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