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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
PCP
501
Proficio Capital Partners
Massachusetts
$4K +$1.14K +20 +35%
PB
502
Pinnacle Bancorp
Nebraska
$4K +$4.86K +85 New
PAMU
503
Pictet Asset Management (UK)
United Kingdom
$3.94K -$366K -6,408 -7%
AAMU
504
Amundi Asset Management US
Massachusetts
$3.85K -$132K -2,307 -3%
BCI
505
Brinker Capital Investments
Pennsylvania
$3K
KL
506
KWMG LLC
Kansas
$3K
MCM
507
Manchester Capital Management
Vermont
$3K
FGC
508
Financial Gravity Companies
Texas
$3K +$3.26K +57 New
PWMG
509
Prestige Wealth Management Group
New Jersey
$3K +$3.94K +69 New
FL
510
Fort LP
Maryland
$2K -$101K -1,767 -98%
GWS
511
Glassman Wealth Services
Virginia
$2K
WTC
512
WhitTier Trust Company
Nevada
$2K
FTI
513
Fiduciary Trust International
Massachusetts
$2K +$2.06K +36 New
PFC
514
Phocas Financial Corp
California
$2K +$2.12K +37 New
PWM
515
PRW Wealth Management
Massachusetts
$2K +$2.34K +41 New
LC
516
Lindbrook Capital
California
$2K +$2.52K +44 New
SWA
517
Sutton Wealth Advisors
Florida
$1.58K
GT
518
Glenmede Trust
Pennsylvania
$1.52K +$1.78M +31,213 +12,845%
TFA
519
Transamerica Financial Advisors
Florida
$1K -$172 -3 -16%
NR
520
Newfound Research
Massachusetts
$1K -$114 -2 -10%
CAM
521
CenterStar Asset Management
Illinois
$1K
CAM
522
ClariVest Asset Management
California
$1K
FC
523
Ferris Capital
Massachusetts
$1K
OFW
524
Omnia Family Wealth
Florida
$1K
QCG
525
Quadrant Capital Group
Ohio
$1K

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.