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Jacobs Solutions

556 hedge funds and large institutions have $9.3B invested in Jacobs Solutions in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 156 increasing their positions, 238 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $4.43M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0.32% more ownership

Funds ownership: 107.03%107.35% (+0.32%)

3% less funds holding

Funds holding: 572556 (-16)

11% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 70

12% less capital invested

Capital invested by funds: $10.6B → $9.3B (-$1.3B)

34% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 238

Holders
556
Holders Change
-16
Holders Change %
-2.8%
% of All Funds
12.25%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
62
Increased
156
Reduced
238
Closed
70
Calls
$22.3M
Puts
$4.43M
Net Calls
+$17.8M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
526
Sutton Wealth Advisors
Florida
$4.04K +$376 +5 +9%
PA
527
Procyon Advisors
Connecticut
$4K
GWS
528
Glassman Wealth Services
Virginia
$4K +$526 +7 +12%
BCA
529
Berman Capital Advisors
Georgia
$4K +$3.69K +49 +204%
PWMG
530
Prestige Wealth Management Group
New Jersey
$4K +$4.06K +54 New
JSC
531
Jackson Square Capital
California
$4K +$4.89K +65 New
ETC
532
Exchange Traded Concepts
Oklahoma
$3K -$526 -7 -12%
LC
533
Lindbrook Capital
California
$3K
SWM
534
Sugarloaf Wealth Management
Georgia
$3K
TCOV
535
Trust Company of Vermont
Vermont
$3K
WTC
536
WhitTier Trust Company
Nevada
$3K
ABC
537
Associated Banc-Corp
Wisconsin
$3K +$3.01K +40 New
CI
538
CX Institutional
Indiana
$2K -$1.2K -16 -32%
CAL
539
Capital Analysts LLC
Pennsylvania
$2K
FBT
540
First Bank & Trust
South Dakota
$2K
MF
541
Manchester Financial
California
$2K
BGIM
542
Brandywine Global Investment Management
Pennsylvania
$2K +$301 +4 +17%
VCM
543
Versant Capital Management
Arizona
$2K +$978 +13 +57%
BWA
544
BDO Wealth Advisors
Florida
$2K +$1.73K +23 New
LWA
545
Lenox Wealth Advisors
New York
$2K +$1.88K +25 New
BL
546
Balentine LLC
Georgia
$2K +$2.03K +27 New
LWM
547
Liberty Wealth Management
California
$2K +$2.78K +37 New
ED
548
Exane Derivatives
France
$1.51K
OAM
549
Optimal Asset Management
California
$1.33K +$557K +7,405 +57%
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$1K -$6.09K -81 -88%

J Hedge Fund Activity: Q1 2020 in Review

556 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2020, worth a combined $9.3B — down 12% from $10.6B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of J and 62 opened new positions — a net loss of 8 holders — while 238 trimmed existing stakes and 156 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $107M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $125M.

  • 556 institutional investors held Jacobs Solutions (J) as of Q1 2020, down from 572 in Q4 2019.
  • Funds reported $9.3B of Jacobs Solutions stock for Q1 2020, down 12% quarter-over-quarter.
  • 62 funds opened new Jacobs Solutions positions in Q1 2020 and 70 closed out, a net change of -8 holders.
  • The largest Jacobs Solutions buyer in Q1 2020 was T. Rowe Price Associates, an estimated $107M added.
  • The largest Jacobs Solutions seller in Q1 2020 was Ruane, Cunniff & Goldfarb, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2020.