Jacobs Solutions
462 hedge funds and large institutions have $6.53B invested in Jacobs Solutions in 2013 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 190 reducing their positions, and 25 closing their positions.
148% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 25
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
10% more capital invested
Capital invested by funds: $5.92B → $6.53B (+$617M)
8% more funds holding
Funds holding: 427 → 462 (+35)
0.65% more ownership
Funds ownership: 102.73% → 103.38% (+0.65%)
2% less call options, than puts
Call options by funds: $19.5M | Put options by funds: $19.9M
19% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 190
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$120M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$113M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.7M |
| 4 |
Two Sigma Investments
New York
|
+$30.7M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
+$28.2M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$123M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$69.2M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$39.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$38.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
476
PEAK6 Group
Chicago,
Illinois
| – | -$240K | -4,933 | Closed |
|
|
KFC
477
Klingenstein Fields & Co
New York
| – | -$210K | -4,606 | Closed |
|
|
AAM
478
Aureus Asset Management
Boston,
Massachusetts
| – | -$200K | -4,389 | Closed |
|
|
OAM
479
Orinda Asset Management
Lafayette,
California
| – | -$193K | -4,231 | Closed |
|
|
CW
480
Cobiz Wealth
Denver,
Colorado
| – | -$119K | -2,599 | Closed |
|
481
Parallax Volatility Advisers
San Francisco,
California
| – | -$48.1K | -990 | Closed |
|
|
FHB
482
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$14K | -302 | Closed |
|
|
BBHC
483
Brown Brothers Harriman & Co
New York
| – | -$11K | -242 | Closed |
|
484
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$8K | -178 | Closed |
|
|
SMA
485
Simply Money Advisors
Cincinnati,
Ohio
| – | -$4K | -83 | Closed |
|
|
FNBT
486
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$2K | -50 | Closed |
|
J Hedge Fund Activity: Q3 2013 in Review
462 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2013, worth a combined $6.53B — up 10% from $5.92B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new J positions and 25 closed out — a net gain of 37 holders — while 153 added to existing stakes and 190 trimmed.
The largest buyer was Invesco, adding an estimated $120M. The largest seller was Goldman Sachs, cutting an estimated $123M.
- 462 institutional investors held Jacobs Solutions (J) as of Q3 2013, up from 427 in Q2 2013.
- Funds reported $6.53B of Jacobs Solutions stock for Q3 2013, up 10% quarter-over-quarter.
- 62 funds opened new Jacobs Solutions positions in Q3 2013 and 25 closed out, a net change of +37 holders.
- The largest Jacobs Solutions buyer in Q3 2013 was Invesco, an estimated $120M added.
- The largest Jacobs Solutions seller in Q3 2013 was Goldman Sachs, an estimated $123M sold.
Based on aggregated 13F filings for Q3 2013.