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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
SWM
476
SeaCrest Wealth Management
New York
$14K -$6.8K -119 -29%
AWM
477
Arbor Wealth Management
Florida
$14K +$16.9K +295 New
AF
478
Advisornet Financial
Minnesota
$13K
ME
479
McIlrath & Eck
Washington
$13K
IA
480
IFP Advisors
Florida
$13K +$1.49K +26 +10%
ASN
481
Advisory Services Network
Georgia
$12K
First Manhattan
482
First Manhattan
New York
$12K
MMG
483
Monetary Management Group
Missouri
$12K
SSB
484
Sandy Spring Bank
Maryland
$12K +$13.8K +242 New
APA
485
American Portfolios Advisors
New York
$11.6K +$13.8K +241 New
TCM
486
Tradewinds Capital Management
Washington
$10K -$6.17K -108 -34%
Pacer Advisors
487
Pacer Advisors
Pennsylvania
$9K -$439K -7,678 -98%
FHB
488
First Hawaiian Bank
Hawaii
$9K -$344K -6,015 -97%
CAW
489
Cornerstone Advisors (Washington)
Washington
$9K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$8K +$1.14K +20 +14%
TC
491
Trust Company
Kansas
$7K
VRM
492
Vectors Research Management
New York
$7K
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$6K +$572 +10 +9%
LWANC
494
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K +$6.92K +121 New
CFA
495
Clarfeld Financial Advisors
New York
$6K +$7.49K +131 New
SFSIG
496
San Francisco Sentry Investment Group
California
$5K +$1.49K +26 +33%
WANY
497
Wealthspire Advisors (New York)
New York
$5K +$6.29K +110 New
EARNEST Partners
498
EARNEST Partners
Georgia
$4K
FRA
499
Front Row Advisors
California
$4K
TFO
500
Tarbox Family Office
California
$4K

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.