We are live on ! Find out more
J icon

Jacobs Solutions

717 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 239 increasing their positions, 250 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 45

57% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $11.8M

5% more funds holding

Funds holding: 680717 (+37)

0% less capital invested

Capital invested by funds: $12.7B → $12.7B (-$41.8M)

4% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 250

1.56% less ownership

Funds ownership: 103.45%101.89% (-1.6%)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

Holders
717
Holders Change
+37
Holders Change %
+5.44%
% of All Funds
11.26%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.17%
New
85
Increased
239
Reduced
250
Closed
45
Calls
$18.6M
Puts
$11.8M
Net Calls
+$6.79M
Net Calls Change
+$654K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Mutual Advisors
Nebraska
$330K +$320K +3,355 New
1SB
502
1ST Source Bank
Indiana
$327K +$11.5K +121 +4%
LI
503
LVZ Inc
Michigan
$326K +$316K +3,313 New
KWM
504
Kingsview Wealth Management
Oregon
$322K -$74.9K -786 -19%
ACM
505
Aquatic Capital Management
Illinois
$321K +$265K +2,780 +574%
TBNY
506
Trustco Bank (New York)
New York
$317K -$23.1K -242 -7%
BSW
507
Buckingham Strategic Wealth
Missouri
$316K +$37.9K +398 +14%
FHA
508
Flagship Harbor Advisors
Massachusetts
$314K +$1.81K +19 +0.6%
LAM
509
Lountzis Asset Management
Pennsylvania
$311K
PCM
510
Prelude Capital Management
New York
$309K +$299K +3,137 New
PCM
511
Palisade Capital Management
New Jersey
$304K
FCBT
512
First Citizens Bank & Trust
North Carolina
$304K -$73.3K -769 -20%
GT
513
Greenleaf Trust
Michigan
$303K +$51.8K +543 +21%
MYAM
514
Meiji Yasuda Asset Management
Japan
$301K
PFPT
515
Pinnacle Financial Partners (Tennessee)
Tennessee
$300K
HCM
516
Hilton Capital Management
New York
$299K +$21.4K +224 +8%
PTC
517
Petrus Trust Company
Texas
$299K +$290K +3,037 New
CWM
518
Cahaba Wealth Management
Georgia
$297K
AWM
519
Apollon Wealth Management
South Carolina
$296K -$2.67K -28 -0.9%
IWC
520
Integrated Wealth Concepts
Massachusetts
$294K +$285K +2,987 New
AWA
521
Alaska Wealth Advisors
Alaska
$294K
SIC
522
Shoker Investment Counsel
Ohio
$293K +$667 +7 +0.2%
BAM
523
BOS Asset Management
Illinois
$292K +$62.1K +651 +28%
AWE
524
Avidian Wealth Enterprises
Texas
$291K +$57.7K +605 +26%
TMAM
525
Tokio Marine Asset Management
Japan
$290K

J Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2023, worth a combined $12.7B — down 0.33% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new J positions and 45 closed out — a net gain of 40 holders — while 239 added to existing stakes and 250 trimmed.

The largest buyer was Third Point, adding an estimated $135M. The largest seller was Mackenzie Financial, cutting an estimated $359M.

  • 717 institutional investors held Jacobs Solutions (J) as of Q2 2023, up from 680 in Q1 2023.
  • Funds reported $12.7B of Jacobs Solutions stock for Q2 2023, down 0.33% quarter-over-quarter.
  • 85 funds opened new Jacobs Solutions positions in Q2 2023 and 45 closed out, a net change of +40 holders.
  • The largest Jacobs Solutions buyer in Q2 2023 was Third Point, an estimated $135M added.
  • The largest Jacobs Solutions seller in Q2 2023 was Mackenzie Financial, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2023.