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Jacobs Solutions

786 hedge funds and large institutions have $14.1B invested in Jacobs Solutions in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 273 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 69

83% more call options, than puts

Call options by funds: $69.8M | Put options by funds: $38.2M

10% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 248

7% more funds holding

Funds holding: 738786 (+48)

2.12% more ownership

Funds ownership: 102.12%104.24% (+2.1%)

3% less capital invested

Capital invested by funds: $14.5B → $14.1B (-$407M)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
786
Holders Change
+48
Holders Change %
+6.5%
% of All Funds
11.46%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.17%
New
129
Increased
273
Reduced
248
Closed
69
Calls
$69.8M
Puts
$38.2M
Net Calls
+$31.6M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
501
Rogco LP
Oklahoma
$379K +$252K +2,311 +190%
SB
502
Simmons Bank
Arkansas
$379K -$92.1K -846 -19%
AIM
503
Acropolis Investment Management
Missouri
$379K -$218 -2 -0.1%
AF
504
Allworth Financial
California
$377K -$42.7K -392 -10%
SB
505
Strategic Blueprint
Georgia
$373K +$378K +3,470 New
BS
506
Banco Santander
Spain
$371K +$376K +3,453 New
Capstone Investment Advisors
507
Capstone Investment Advisors
New York
$369K +$374K +3,435 New
Public Sector Pension Investment Board (PSP Investments)
508
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$367K -$1.4M -12,889 -79%
BW
509
Bison Wealth
Georgia
$366K +$1.31K +12 +0.4%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$364K +$369K +3,389 New
AWG
511
Altus Wealth Group
Colorado
$363K
HAG
512
HighPoint Advisor Group
Illinois
$360K +$316K +2,904 New
VCG
513
Vantage Consulting Group
Virginia
$358K -$8.82K -81 -2%
HNB
514
Huntington National Bank
Ohio
$357K +$4.03K +37 +1%
BSW
515
Buckingham Strategic Wealth
Missouri
$355K +$5.77K +53 +2%
KeyBank National Association
516
KeyBank National Association
Ohio
$354K +$157K +1,445 +78%
1SB
517
1ST Source Bank
Indiana
$353K -$3.27K -30 -0.9%
SSWM
518
Smith Salley Wealth Management
North Carolina
$353K -$25.1K -231 -7%
LGA
519
Lebenthal Global Advisors
New York
$353K +$358K +3,287 New
CWG
520
Crown Wealth Group
North Carolina
$352K -$11.9K -109 -3%
CA
521
CoreCap Advisors
Michigan
$351K +$7.84K +72 +2%
WAG
522
Wiser Advisor Group
Arizona
$348K +$353K +3,240 New
TBNY
523
Trustco Bank (New York)
New York
$347K
HTI
524
Hikari Tsushin Inc
Japan
$345K +$349K +3,210 New
VCP
525
Vista Capital Partners
Oregon
$342K

J Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2023, worth a combined $14.1B — down 2.8% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new J positions and 69 closed out — a net gain of 60 holders — while 273 added to existing stakes and 248 trimmed.

The largest buyer was Boston Partners, adding an estimated $277M. The largest seller was Select Equity Group, cutting an estimated $289M.

  • 786 institutional investors held Jacobs Solutions (J) as of Q4 2023, up from 738 in Q3 2023.
  • Funds reported $14.1B of Jacobs Solutions stock for Q4 2023, down 2.8% quarter-over-quarter.
  • 129 funds opened new Jacobs Solutions positions in Q4 2023 and 69 closed out, a net change of +60 holders.
  • The largest Jacobs Solutions buyer in Q4 2023 was Boston Partners, an estimated $277M added.
  • The largest Jacobs Solutions seller in Q4 2023 was Select Equity Group, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2023.