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Jacobs Solutions

533 hedge funds and large institutions have $7.09B invested in Jacobs Solutions in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 178 increasing their positions, 189 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $30.2M | Put options by funds: $24.6M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

6% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 189

1% less funds holding

Funds holding: 539533 (-6)

7% less capital invested

Capital invested by funds: $7.65B → $7.09B (-$553M)

14.45% less ownership

Funds ownership: 117.04%102.59% (-14%)

Holders
533
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
12.22%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
62
Increased
178
Reduced
189
Closed
63
Calls
$30.2M
Puts
$24.6M
Net Calls
+$5.63M
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$121K
OIA
427
Optimum Investment Advisors
Illinois
$121K +$131K +2,478 New
RCAG
428
Rehmann Capital Advisory Group
Michigan
$120K +$130K +2,447 New
WC
429
Whitney & Co
New York
$118K +$128K +2,418 New
CA
430
Centerpoint Advisors
Massachusetts
$104K -$9.16K -173 -8%
SIA
431
Sit Investment Associates
Minnesota
$102K +$110K +2,085 New
FQ
432
First Quadrant
California
$95K -$20.3M -382,787 -99%
OSAM
433
O'Shaughnessy Asset Management
Connecticut
$95K +$103K +1,940 New
IIC
434
Integrated Investment Consultants
Michigan
$95K +$103K +1,949 New
CIBC Private Wealth Group
435
CIBC Private Wealth Group
Georgia
$93K +$29.4K +555 +41%
HNB
436
Huntington National Bank
Ohio
$90K
SF
437
Synovus Financial
Georgia
$89K +$96K +1,813 New
QI
438
QS Investors
New York
$87K +$1.22K +23 +1%
SIAS
439
Shine Investment Advisory Services
Colorado
$86K
SWP
440
Stratos Wealth Partners
Ohio
$85K +$9.58K +181 +12%
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$74K +$80K +1,511 New
PCM
442
Penserra Capital Management
California
$74K +$83.8K +1,584 New
AIS
443
Accurate Investment Solutions
Pennsylvania
$73K +$9.1K +172 +13%
EMG
444
ETF Managers Group
New Jersey
$73K +$10.1K +191 +14%
BWP
445
Baldwin Wealth Partners
Massachusetts
$71K -$76.8K -1,451 -50%
FPFS
446
First Personal Financial Services
North Carolina
$71K +$7.2K +136 +10%
DCM
447
Dupont Capital Management
Delaware
$70K -$3.08M -58,152 -98%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$67K +$15.3K +290 +27%
WTB
449
Washington Trust Bank
Washington
$62K +$7.36K +139 +12%
SFPIA
450
Stevens First Principles Investment Advisors
California
$61K

J Hedge Fund Activity: Q1 2018 in Review

533 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2018, worth a combined $7.09B — down 7.2% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of J and 62 opened new positions — a net loss of 1 holder — while 189 trimmed existing stakes and 178 added.

The largest buyer was Citadel Advisors, adding an estimated $123M. The largest seller was State Street, cutting an estimated $159M.

  • 533 institutional investors held Jacobs Solutions (J) as of Q1 2018, down from 539 in Q4 2017.
  • Funds reported $7.09B of Jacobs Solutions stock for Q1 2018, down 7.2% quarter-over-quarter.
  • 62 funds opened new Jacobs Solutions positions in Q1 2018 and 63 closed out, a net change of -1 holder.
  • The largest Jacobs Solutions buyer in Q1 2018 was Citadel Advisors, an estimated $123M added.
  • The largest Jacobs Solutions seller in Q1 2018 was State Street, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2018.