We are live on ! Find out more
J icon

Jacobs Solutions

530 hedge funds and large institutions have $7.24B invested in Jacobs Solutions in 2018 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 151 increasing their positions, 202 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 104.94%105.35% (+0.41%)

6% less call options, than puts

Call options by funds: $38.1M | Put options by funds: $40.6M

3% less funds holding

Funds holding: 548530 (-18)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

15% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 84

23% less capital invested

Capital invested by funds: $9.41B → $7.24B (-$2.17B)

25% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 202

Holders
530
Holders Change
-18
Holders Change %
-3.28%
% of All Funds
11.81%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
71
Increased
151
Reduced
202
Closed
84
Calls
$38.1M
Puts
$40.6M
Net Calls
-$2.44M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
451
Stevens First Principles Investment Advisors
California
$32K
WF
452
WealthTrust Fairport
Ohio
$29K -$34.6K -605 -50%
AWM
453
Aevitas Wealth Management
Massachusetts
$29K
NFG
454
Next Financial Group
Texas
$29K
CFG
455
Citizens Financial Group
Rhode Island
$28K +$32.7K +572 New
GWM
456
Geneos Wealth Management
Colorado
$27K -$13.4K -234 -29%
TCOV
457
Trust Company of Vermont
Vermont
$27K -$4.06K -71 -11%
OIA
458
Optimum Investment Advisors
Illinois
$26K -$131K -2,297 -81%
NWM
459
Northwest Wealth Management
Iowa
$25K
CAM
460
Cresset Asset Management
Illinois
$25K +$30K +525 New
CFA
461
Carroll Financial Associates
North Carolina
$23K
ACM
462
Aviance Capital Management
Florida
$22K +$26.2K +459 New
PCG
463
Private Capital Group
Connecticut
$21K
GLI
464
Guardian Life Insurance
New York
$20K
RFC
465
Regions Financial Corp
Alabama
$20K
ST
466
Smithfield Trust
Pennsylvania
$20K
OSNBOA
467
Old Second National Bank of Aurora
Illinois
$19K
SLF
468
Sun Life Financial
Ontario, Canada
$19K +$57 +1 +0.3%
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$18K
MOS
470
MGO One Seven
Ohio
$18K +$22.1K +386 New
KA
471
Kaizen Advisory
Illinois
$17K +$1.83K +32 +10%
PA
472
Parallel Advisors
California
$16K +$3.2K +56 +20%
TSW
473
Thompson Siegel & Walmsley
Virginia
$15K
VAIA
474
Virtus Alternative Investment Advisers
Connecticut
$15K +$629 +11 +4%
JA
475
JOYN Advisors
Georgia
$15K +$9.26K +162 +105%

J Hedge Fund Activity: Q4 2018 in Review

530 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2018, worth a combined $7.24B — down 23% from $9.41B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of J and 71 opened new positions — a net loss of 13 holders — while 202 trimmed existing stakes and 151 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $294M. The largest seller was Goldman Sachs, cutting an estimated $106M.

  • 530 institutional investors held Jacobs Solutions (J) as of Q4 2018, down from 548 in Q3 2018.
  • Funds reported $7.24B of Jacobs Solutions stock for Q4 2018, down 23% quarter-over-quarter.
  • 71 funds opened new Jacobs Solutions positions in Q4 2018 and 84 closed out, a net change of -13 holders.
  • The largest Jacobs Solutions buyer in Q4 2018 was CI Investments Inc, an estimated $294M added.
  • The largest Jacobs Solutions seller in Q4 2018 was Goldman Sachs, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2018.