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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
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$13K +$12.2K +238 New
CAW
502
Cornerstone Advisors (Washington)
Washington
$10K
ASN
503
Advisory Services Network
Georgia
$10K +$2.93K +57 +47%
MSE
504
MUFG Securities EMEA
United Kingdom
$9K +$8.38K +163 New
AIM
505
Advantage Investment Management
Iowa
$8K
TC
506
Trust Company
Kansas
$8K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$8K +$771 +15 +11%
APA
508
American Portfolios Advisors
New York
$7.55K
JA
509
JOYN Advisors
Georgia
$7K +$7.35K +143 New
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.47K +87 New
TFS
512
TrustCore Financial Services
Tennessee
$5K +$4.58K +89 New
NL
513
NVWM LLC
Pennsylvania
$5K +$5.14K +100 New
SFSIG
514
San Francisco Sentry Investment Group
California
$4K -$40.4K -786 -91%
FGAM
515
Financial Gravity Asset Management
Texas
$4K -$17K -330 -84%
EARNEST Partners
516
EARNEST Partners
Georgia
$4K
FFC
517
First Financial Corp
Indiana
$4K
TFO
518
Tarbox Family Office
California
$4K
TWA
519
TCI Wealth Advisors
Arizona
$4K +$3.55K +69 New
GFP
520
Gryphon Financial Partners
Ohio
$3K
MCM
521
Manchester Capital Management
Vermont
$3K
PCP
522
Proficio Capital Partners
Massachusetts
$3K
PW
523
Price Wealth
Texas
$3K +$1.23K +24 +100%
CFD
524
Creative Financial Designs
Indiana
$2K
WTC
525
WhitTier Trust Company
Nevada
$2K

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.