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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
FA
401
FDx Advisors
Illinois
$231K -$398K -8,033 -64%
DL
402
Delta Lloyd
Netherlands
$226K
MAM
403
Martingale Asset Management
Massachusetts
$213K +$202K +4,085 New
AB
404
Amalgamated Bank
New York
$204K +$194K +3,921 New
Mariner
405
Mariner
Kansas
$203K +$193K +3,899 New
ECM
406
Estabrook Capital Management
New York
$202K
PAM
407
PartnerRe Asset Management
Connecticut
$200K -$10.7K -217 -5%
MDCM
408
Morgan Dempsey Capital Management
Wisconsin
$199K -$2.43K -49 -1%
WA
409
Waverly Advisors
Alabama
$197K +$121K +2,448 +184%
WAM
410
Wolverine Asset Management
Illinois
$182K -$89.8K -1,813 -34%
M&T Bank
411
M&T Bank
New York
$176K -$12K -242 -7%
Allianz Asset Management
412
Allianz Asset Management
Germany
$160K +$152K +3,074 New
QBFM
413
QS Batterymarch Financial Management
New York
$145K -$3.47K -70 -2%
ST
414
Stifel Trust
Missouri
$136K
NIM
415
NuWave Investment Management
New Jersey
$135K +$74.9K +1,513 +140%
Toronto Dominion Bank
416
Toronto Dominion Bank
Ontario, Canada
$132K +$126K +2,541 New
NME
417
Notis-McConarty Edward
$126K +$120K +2,418 New
Nordea Investment Management
418
Nordea Investment Management
Sweden
$115K
RNS
419
Robert N. Shapiro
$109K -$1.68K -34 -2%
MFS
420
MSI Financial Services
Massachusetts
$103K +$6.09K +123 +7%
AIM
421
Acuity Investment Management
Ontario, Canada
$101K +$95.8K +1,934 New
BA
422
BlackRock Advisors
Delaware
$98K -$1.09K -22 -1%
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$97.7K +$92.9K +1,875 New
Schroder Investment Management Group
424
Schroder Investment Management Group
United Kingdom
$94.5K +$89.8K +1,813 New
SF
425
Synovus Financial
Georgia
$94K

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.