We are live on ! Find out more
J icon

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
NWM
476
Northwest Wealth Management
Iowa
$27K +$19.6K +381 +300%
NIT
477
NumerixS Investment Technologies
British Columbia, Canada
$25K -$417K -8,100 -94%
CFA
478
Carroll Financial Associates
North Carolina
$25K
MSA
479
Marino Stram & Associates
Massachusetts
$25K
RFC
480
Regions Financial Corp
Alabama
$24K +$1.85K +36 +9%
PCG
481
Private Capital Group
Connecticut
$22K
ST
482
Smithfield Trust
Pennsylvania
$22K
OSNBOA
483
Old Second National Bank of Aurora
Illinois
$21K -$6.53K -127 -24%
SWM
484
SeaCrest Wealth Management
New York
$21K +$1.7K +33 +9%
GLI
485
Guardian Life Insurance
New York
$21K +$3.65K +71 +21%
SLF
486
Sun Life Financial
Ontario, Canada
$21K +$18.3K +355 +910%
CIA
487
CSat Investment Advisory
Michigan
$21K +$20.1K +390 New
Barrow, Hanley, Mewhinney & Strauss
488
Barrow, Hanley, Mewhinney & Strauss
Texas
$20K -$15.5K -301 -44%
TCM
489
Tradewinds Capital Management
Washington
$20K +$51 +1 +0.3%
KA
490
Kaizen Advisory
Illinois
$17K +$9.62K +187 +145%
TSW
491
Thompson Siegel & Walmsley
Virginia
$17K +$16.5K +320 New
VEA
492
Virtus ETF Advisers
New York
$16K
FHA
493
Flagship Harbor Advisors
Massachusetts
$15K +$14.8K +287 New
AF
494
Advisornet Financial
Minnesota
$14K
PA
495
Parallel Advisors
California
$14K +$5.5K +107 +60%
ME
496
McIlrath & Eck
Washington
$14K +$13.5K +262 New
GT
497
Glenmede Trust
Pennsylvania
$13K -$1.2M -23,384 -99%
First Manhattan
498
First Manhattan
New York
$13K
MMG
499
Monetary Management Group
Missouri
$13K
SPIA
500
Steward Partners Investment Advisory
New York
$13K

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.