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Jacobs Solutions

548 hedge funds and large institutions have $9.41B invested in Jacobs Solutions in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 155 increasing their positions, 218 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more capital invested

Capital invested by funds: $7.7B → $9.41B (+$1.71B)

2% more funds holding

Funds holding: 538548 (+10)

0.42% more ownership

Funds ownership: 104.51%104.94% (+0.42%)

17% less call options, than puts

Call options by funds: $19.3M | Put options by funds: $23.2M

29% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 218

Holders
548
Holders Change
+10
Holders Change %
+1.86%
% of All Funds
12.53%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
61
Increased
155
Reduced
218
Closed
47
Calls
$19.3M
Puts
$23.2M
Net Calls
-$3.87M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
476
Isthmus Partners
Wisconsin
$44K +$40.8K +695 New
SFPIA
477
Stevens First Principles Investment Advisors
California
$42K
CCM
478
Cribstone Capital Management
Maine
$42K +$7.1K +121 +22%
TCOV
479
Trust Company of Vermont
Vermont
$40K
AWM
480
Aevitas Wealth Management
Massachusetts
$38K
NFG
481
Next Financial Group
Texas
$38K +$35.4K +604 New
IUHSA
482
Itau Unibanco Holding S.A.
Brazil
$36K +$33K +562 New
KF
483
Krilogy Financial
Missouri
$35K +$32K +546 New
NWM
484
Northwest Wealth Management
Iowa
$32K
CFA
485
Carroll Financial Associates
North Carolina
$30K
ST
486
Smithfield Trust
Pennsylvania
$27K
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$27K +$11.3K +192 +81%
RFC
488
Regions Financial Corp
Alabama
$26K -$2.46K -42 -9%
GLI
489
Guardian Life Insurance
New York
$26K
PCG
490
Private Capital Group
Connecticut
$26K
SWM
491
SeaCrest Wealth Management
New York
$26K
CIA
492
CSat Investment Advisory
Michigan
$25K -$117 -2 -0.5%
OSNBOA
493
Old Second National Bank of Aurora
Illinois
$25K
SLF
494
Sun Life Financial
Ontario, Canada
$25K +$235 +4 +1%
Barrow, Hanley, Mewhinney & Strauss
495
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$21.3K +363 New
TCM
497
Tradewinds Capital Management
Washington
$20K -$3.93K -67 -17%
KA
498
Kaizen Advisory
Illinois
$20K
TSW
499
Thompson Siegel & Walmsley
Virginia
$20K
SPIA
500
Steward Partners Investment Advisory
New York
$20K +$4.17K +71 +29%

J Hedge Fund Activity: Q3 2018 in Review

548 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2018, worth a combined $9.41B — up 22% from $7.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new J positions and 47 closed out — a net gain of 14 holders — while 155 added to existing stakes and 218 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $120M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $41.7M sold.

  • 548 institutional investors held Jacobs Solutions (J) as of Q3 2018, up from 538 in Q2 2018.
  • Funds reported $9.41B of Jacobs Solutions stock for Q3 2018, up 22% quarter-over-quarter.
  • 61 funds opened new Jacobs Solutions positions in Q3 2018 and 47 closed out, a net change of +14 holders.
  • The largest Jacobs Solutions buyer in Q3 2018 was Ninety One (UK), an estimated $120M added.
  • The largest Jacobs Solutions seller in Q3 2018 was Assenagon Asset Management, an estimated $41.7M sold.

Based on aggregated 13F filings for Q3 2018.