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Jacobs Solutions

469 hedge funds and large institutions have $6.99B invested in Jacobs Solutions in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 167 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $10.9M

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $6.53B → $6.99B (+$459M)

2% more funds holding

Funds holding: 462469 (+7)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 177

1.46% less ownership

Funds ownership: 103.38%101.92% (-1.5%)

Holders
469
Holders Change
+7
Holders Change %
+1.52%
% of All Funds
13.61%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
50
Increased
167
Reduced
177
Closed
40
Calls
$14.3M
Puts
$10.9M
Net Calls
+$3.33M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Barrett Asset Management
New York
$751K -$15K -302 -2%
Walleye Trading
302
Walleye Trading
New York
$749K +$340K +6,855 +91%
TCOTO
303
Trust Company of the Ozarks
Missouri
$746K -$46.7K -943 -6%
EHWM
304
Eads & Heald Wealth Management
Georgia
$746K -$25.6K -517 -3%
B
305
Bailard
California
$743K -$252K -5,078 -26%
SAM
306
Securian Asset Management
Minnesota
$743K
WP
307
WMS Partners
Maryland
$739K +$23.9K +483 +4%
TRCT
308
Tower Research Capital (TRC)
New York
$717K +$582K +11,744 +583%
MSTVIM
309
Messner & Smith Theme Value Investment Management
California
$716K -$82K -1,656 -11%
CB
310
Commerce Bank
Missouri
$706K +$89.9K +1,814 +15%
N
311
Nuveen
North Carolina
$689K +$655K +13,227 New
KRS
312
Kentucky Retirement Systems
Kentucky
$685K -$2.77K -56 -0.4%
Robeco Institutional Asset Management
313
Robeco Institutional Asset Management
Netherlands
$670K +$231K +4,654 +57%
LSERS
314
Louisiana State Employees Retirement System
Louisiana
$668K +$635K +12,815 New
AAM
315
Azzad Asset Management
Virginia
$665K
KG
316
Killen Group
Pennsylvania
$661K +$29.9K +604 +5%
FCH
317
Freestone Capital Holdings
Washington
$649K -$70.9K -1,432 -10%
1SB
318
1ST Source Bank
Indiana
$636K -$5.15K -104 -0.8%
III
319
Independent Investors Inc
New York
$629K -$581K -11,727 -49%
BCMO
320
Buckingham Capital Management (Ohio)
Ohio
$629K +$15.9K +321 +3%
RC
321
RegentAtlantic Capital
New Jersey
$622K
Grantham, Mayo, Van Otterloo & Co (GMO)
322
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$617K +$41.9K +846 +8%
IPC
323
Independent Portfolio Consultants
Florida
$606K +$21.8K +441 +4%
KIA
324
KCM Investment Advisors
California
$592K +$29.9K +604 +6%
AII
325
AGF Investments Inc
Ontario, Canada
$580K +$551K +11,123 New

J Hedge Fund Activity: Q4 2013 in Review

469 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2013, worth a combined $6.99B — up 7% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new J positions and 40 closed out — a net gain of 10 holders — while 167 added to existing stakes and 177 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $51.7M. The largest seller was Artisan Partners, cutting an estimated $104M.

  • 469 institutional investors held Jacobs Solutions (J) as of Q4 2013, up from 462 in Q3 2013.
  • Funds reported $6.99B of Jacobs Solutions stock for Q4 2013, up 7% quarter-over-quarter.
  • 50 funds opened new Jacobs Solutions positions in Q4 2013 and 40 closed out, a net change of +10 holders.
  • The largest Jacobs Solutions buyer in Q4 2013 was T. Rowe Price Associates, an estimated $51.7M added.
  • The largest Jacobs Solutions seller in Q4 2013 was Artisan Partners, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2013.