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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
UFG
451
United Fire Group
Iowa
$59K
WF
452
WealthTrust Fairport
Ohio
$59K +$64K +1,209 New
FDCDDQ
453
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.4K
AF
454
Allworth Financial
California
$55K +$20.2K +382 +52%
PI
455
PineBridge Investments
New York
$47K -$906K -17,111 -95%
IA
456
IFP Advisors
Florida
$47K
GEA
457
Glen Eagle Advisors
New Jersey
$44.4K
MFT
458
Moisand Fitzgerald Tamayo
Florida
$43K
SFSIG
459
San Francisco Sentry Investment Group
California
$42K
CIP
460
Convergence Investment Partners
Florida
$42K +$45.6K +862 New
PR
461
Payden & Rygel
California
$41K
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$39K
Bessemer Group
463
Bessemer Group
New Jersey
$38K
PCTC
464
Perkins Coie Trust Company
Washington
$35K +$38.4K +725 New
Barrow, Hanley, Mewhinney & Strauss
465
Barrow, Hanley, Mewhinney & Strauss
Texas
$33K
AWM
466
Aevitas Wealth Management
Massachusetts
$30K
KF
467
Krilogy Financial
Missouri
$27K
IUHSA
468
Itau Unibanco Holding S.A.
Brazil
$26K -$635 -12 -2%
OSNBOA
469
Old Second National Bank of Aurora
Illinois
$25K
MSA
470
Marino Stram & Associates
Massachusetts
$24K
TCOV
471
Trust Company of Vermont
Vermont
$24K
CFA
472
Carroll Financial Associates
North Carolina
$23K
CAPTRUST Financial Advisors
473
CAPTRUST Financial Advisors
North Carolina
$23K +$3.23K +61 +15%
APP
474
Avantax Planning Partners
Iowa
$22K +$24.4K +461 New
PCG
475
Private Capital Group
Connecticut
$21K

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.