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Jacobs Solutions
J

471 hedge funds and large institutions have $7.32B invested in Jacobs Solutions in 2014 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 167 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

3.81% more ownership

Funds ownership: 101.92% → 105.73% (+3.8%)

5% more capital invested

Capital invested by funds: $6.99B → $7.32B (+$327M)

1% more call options, than puts

Call options by funds: $10.5M | Put options by funds: $10.4M

0% more funds holding

Funds holding: 469 → 471 (+2)

11% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 188

Holders
471
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
13.6%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
44
Increased
167
Reduced
188
Closed
37
Calls
$10.5M
Puts
$10.4M
Net Calls
+$139K
Net Calls Change
-$3.19M

Top Buyers

1
CG
Carmignac Gestion
France
+$190M
2
WRF
Waddell & Reed Financial
Kansas
+$115M
3
JP Morgan Chase
JP Morgan Chase
New York
+$52M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.9M
5
SAM
Silvercrest Asset Management
New York
+$36.8M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$92.5M
2
Artisan Partners
Artisan Partners
Wisconsin
-$78.8M
3
Prudential Financial
Prudential Financial
New Jersey
-$38.2M
4
JHIU
Janus Henderson Investors US
Colorado
-$25.2M
5
PIM
Platinum Investment Management
Australia
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
401
SAC Capital Advisors
Connecticut
$214K +$210K +4,071 New
NCMG
402
NCM Capital Management Group
North Carolina
$213K -$43.6K -846 -17%
Mariner
403
Mariner
Kansas
$205K – – –
ECM
404
Estabrook Capital Management
New York
$203K – – –
AB
405
Amalgamated Bank
New York
$202K -$3.81K -74 -2%
PAM
406
PartnerRe Asset Management
Connecticut
$202K +$1.03K +20 +0.5%
WB
407
WesBanco Bank
West Virginia
$201K +$197K +3,828 New
MDCM
408
Morgan Dempsey Capital Management
Wisconsin
$198K -$1.96K -38 -1%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$181K +$81.3K +1,578 +84%
M&T Bank
410
M&T Bank
New York
$177K – – –
Allianz Asset Management
411
Allianz Asset Management
Germany
$161K – – –
ST
412
Spot Trading
Illinois
$145K +$134K +2,595 +1,612%
QBFM
413
QS Batterymarch Financial Management
New York
$138K -$8.09K -157 -6%
ST
414
Stifel Trust
Missouri
$137K – – –
Toronto Dominion Bank
415
Toronto Dominion Bank
Ontario, Canada
$134K +$258 +5 +0.2%
WA
416
Waverly Advisors
Alabama
$129K -$68.5K -1,330 -35%
NME
417
Notis-McConarty Edward
$127K – – –
Canada Pension Plan Investment Board
418
Canada Pension Plan Investment Board
Ontario, Canada
$115K -$3.72M -72,224 -97%
RNS
419
Robert N. Shapiro
$109K -$1.08K -21 -1%
SF
420
Synovus Financial
Georgia
$108K +$12.9K +251 +14%
MFS
421
MSI Financial Services
Massachusetts
$104K – – –
BA
422
BlackRock Advisors
Delaware
$96K -$2.99K -58 -3%
RFS
423
Rockefeller Financial Services
New York
$79K – – –
AR
424
Advisory Research
Illinois
$72K +$70.7K +1,373 New
DSC
425
Duncker Streett & Co
Missouri
$70K – – –
15 16
17
18 19

J Hedge Fund Activity: Q1 2014 in Review

471 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2014, worth a combined $7.32B — up 4.7% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new J positions and 37 closed out — a net gain of 7 holders — while 167 added to existing stakes and 188 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $190M. The largest seller was Lord, Abbett & Co, cutting an estimated $92.5M.

  • 471 institutional investors held Jacobs Solutions (J) as of Q1 2014, up from 469 in Q4 2013.
  • Funds reported $7.32B of Jacobs Solutions stock for Q1 2014, up 4.7% quarter-over-quarter.
  • 44 funds opened new Jacobs Solutions positions in Q1 2014 and 37 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2014 was Carmignac Gestion, an estimated $190M added.
  • The largest Jacobs Solutions seller in Q1 2014 was Lord, Abbett & Co, an estimated $92.5M sold.

Based on aggregated 13F filings for Q1 2014.