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Jacobs Solutions

538 hedge funds and large institutions have $7.7B invested in Jacobs Solutions in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 168 increasing their positions, 201 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 55

9% more capital invested

Capital invested by funds: $7.09B → $7.7B (+$607M)

1.92% more ownership

Funds ownership: 102.59%104.51% (+1.9%)

1% more funds holding

Funds holding: 533538 (+5)

16% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 201

18% less call options, than puts

Call options by funds: $30.1M | Put options by funds: $36.5M

Holders
538
Holders Change
+5
Holders Change %
+0.94%
% of All Funds
12.32%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
63
Increased
168
Reduced
201
Closed
55
Calls
$30.1M
Puts
$36.5M
Net Calls
-$6.4M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$79K
RIM
452
Rampart Investment Management
Connecticut
$78K -$86.7K -1,685 -53%
BWP
453
Baldwin Wealth Partners
Massachusetts
$76K
FPFS
454
First Personal Financial Services
North Carolina
$71K -$5.09K -99 -7%
CF
455
Centaurus Financial
California
$65K +$63.6K +1,237 New
CWA
456
Clarus Wealth Advisors
Arizona
$65K +$68.1K +1,324 New
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.9K +$1.13K +22 +2%
UFG
458
United Fire Group
Iowa
$63K
WF
459
WealthTrust Fairport
Ohio
$63K
WT
460
Washington Trust
Rhode Island
$63K +$62.2K +1,209 New
WTB
461
Washington Trust Bank
Washington
$60K -$7.15K -139 -11%
IA
462
IFP Advisors
Florida
$55K +$9.31K +181 +21%
GEA
463
Glen Eagle Advisors
New Jersey
$47.6K
MFT
464
Moisand Fitzgerald Tamayo
Florida
$47K
PR
465
Payden & Rygel
California
$44K
MIFH
466
Migdal Insurance & Financial Holdings
Israel
$44K +$42.6K +828 +5,520%
ARMT
467
Amica Retiree Medical Trust
Rhode Island
$42K
Bessemer Group
468
Bessemer Group
New Jersey
$41K
PCTC
469
Perkins Coie Trust Company
Washington
$38K
TG
470
TLP Group
Illinois
$37K +$36.6K +712 New
SFPIA
471
Stevens First Principles Investment Advisors
California
$35K -$29.5K -574 -46%
TCOV
472
Trust Company of Vermont
Vermont
$33K +$7.71K +150 +31%
AWM
473
Aevitas Wealth Management
Massachusetts
$32K
PCM
474
Prelude Capital Management
New York
$31K +$30.8K +598 New
CCM
475
Cribstone Capital Management
Maine
$28K +$22.7K +441 +455%

J Hedge Fund Activity: Q2 2018 in Review

538 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2018, worth a combined $7.7B — up 8.6% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new J positions and 55 closed out — a net gain of 8 holders — while 168 added to existing stakes and 201 trimmed.

The largest buyer was CI Global Investments, opening a new position worth an estimated $175M. The largest seller was Citadel Advisors, cutting an estimated $68.6M.

  • 538 institutional investors held Jacobs Solutions (J) as of Q2 2018, up from 533 in Q1 2018.
  • Funds reported $7.7B of Jacobs Solutions stock for Q2 2018, up 8.6% quarter-over-quarter.
  • 63 funds opened new Jacobs Solutions positions in Q2 2018 and 55 closed out, a net change of +8 holders.
  • The largest Jacobs Solutions buyer in Q2 2018 was CI Global Investments, an estimated $175M added.
  • The largest Jacobs Solutions seller in Q2 2018 was Citadel Advisors, an estimated $68.6M sold.

Based on aggregated 13F filings for Q2 2018.