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Jacobs Solutions

437 hedge funds and large institutions have $4.73B invested in Jacobs Solutions in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 190 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $4.16B → $4.73B (+$570M)

9% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.4M

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

1% less funds holding

Funds holding: 442437 (-5)

4.2% less ownership

Funds ownership: 108.87%104.67% (-4.2%)

40% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 190

Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
11.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
56
Increased
114
Reduced
190
Closed
58
Calls
$11.3M
Puts
$10.4M
Net Calls
+$982K
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
376
Accurate Investment Solutions
Pennsylvania
$46K +$45.6K +1,330 New
UFG
377
United Fire Group
Iowa
$42K
IA
378
IFP Advisors
Florida
$39K +$38.6K +1,126 New
WT
379
Whittier Trust
California
$36K
PAM
380
PartnerRe Asset Management
Connecticut
$35K -$58.5K -1,706 -63%
NCMG
381
NCM Capital Management Group
North Carolina
$34K
PAIA
382
Park Avenue Institutional Advisers
New York
$33K -$1.23K -36 -4%
AW
383
Alpha Windward
Massachusetts
$32K +$31.5K +918 New
CFA
384
Carroll Financial Associates
North Carolina
$31K +$14.9K +435 +90%
MA
385
MUFG Americas
New York
$31K +$30.3K +883 New
NYLT
386
New York Life Trust
New York
$31K +$30.6K +893 New
PR
387
Payden & Rygel
California
$29K
FHA
388
First Horizon Advisors
Tennessee
$28K +$28.1K +820 New
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$27K +$15.8K +461 +165%
BL
390
Balentine LLC
Georgia
$26K
GLI
391
Guardian Life Insurance
New York
$24K -$5.93K -173 -20%
NC
392
NewSquare Capital
Pennsylvania
$19K
TCM
393
Tradewinds Capital Management
Washington
$18K -$1.13K -33 -6%
SAMC
394
Shinko Asset Management Company
Japan
$16K
IR
395
Invictus RG
Bermuda
$16K +$16.1K +470 New
ST
396
Smithfield Trust
Pennsylvania
$15K
GWM
397
Gupta Wealth Management
California
$13K -$4.15K -121 -25%
CFA
398
CT Financial Advisors
Pennsylvania
$12.8K
N
399
Nuveen
North Carolina
$10.3K +$3.55M +103,555 +54%
QT
400
Quantbot Technologies
New York
$10K -$911K -26,583 -99%

J Hedge Fund Activity: Q4 2015 in Review

437 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2015, worth a combined $4.73B — up 14% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of J and 56 opened new positions — a net loss of 2 holders — while 190 trimmed existing stakes and 114 added.

The largest buyer was Bank of New York Mellon, adding an estimated $41.6M. The largest seller was Wellington Management Group, cutting an estimated $72M.

  • 437 institutional investors held Jacobs Solutions (J) as of Q4 2015, down from 442 in Q3 2015.
  • Funds reported $4.73B of Jacobs Solutions stock for Q4 2015, up 14% quarter-over-quarter.
  • 56 funds opened new Jacobs Solutions positions in Q4 2015 and 58 closed out, a net change of -2 holders.
  • The largest Jacobs Solutions buyer in Q4 2015 was Bank of New York Mellon, an estimated $41.6M added.
  • The largest Jacobs Solutions seller in Q4 2015 was Wellington Management Group, an estimated $72M sold.

Based on aggregated 13F filings for Q4 2015.