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Jacobs Solutions

817 hedge funds and large institutions have $15.1B invested in Jacobs Solutions in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $114M | Put options by funds: $34.8M

9% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 283

0.63% more ownership

Funds ownership: 103.55%104.18% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 79

1% less funds holding

Funds holding: 823817 (-6)

9% less capital invested

Capital invested by funds: $16.5B → $15.1B (-$1.42B)

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
11.8%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
79
Increased
309
Reduced
283
Closed
79
Calls
$114M
Puts
$34.8M
Net Calls
+$79M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
551
Teacher Retirement System of Texas
Texas
$342K -$5.39M -45,979 -94%
EI
552
Ethic Inc
New York
$338K +$58.5K +499 +21%
PWM
553
Perigon Wealth Management
California
$337K -$26K -222 -7%
PB
554
Pinnacle Bancorp
Nebraska
$337K
Capstone Investment Advisors
555
Capstone Investment Advisors
New York
$336K -$44.8K -382 -12%
LFG
556
Lazard Frères Gestion
France
$334K +$390K +3,325 New
HWA
557
Heartwood Wealth Advisors
Virginia
$331K +$336K +2,863 New
AA
558
ALPS Advisors
Colorado
$327K -$1.06K -9 -0.3%
N
559
Natixis
France
$326K -$129K -1,098 -28%
NP
560
NorthRock Partners
Minnesota
$322K +$51.8K +442 +19%
HCA
561
Hyperion Capital Advisors
New York
$320K
LAM
562
Lountzis Asset Management
Pennsylvania
$317K
BRWA
563
B. Riley Wealth Advisors
Florida
$317K -$2.16M -18,424 -87%
AWA
564
Alaska Wealth Advisors
Alaska
$316K
GWM
565
Gitterman Wealth Management
New Jersey
$315K +$43.5K +371 +16%
ZIM
566
Zacks Investment Management
Illinois
$314K -$33.2M -283,326 -99%
CA
567
CoreCap Advisors
Michigan
$313K -$54.5K -465 -15%
MFS
568
Mirabella Financial Services
United Kingdom
$312K +$317K +2,701 New
BMO
569
Beck Mack & Oliver
New York
$312K
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$309K
WAG
571
Wiser Advisor Group
Arizona
$308K -$54.8K -467 -15%
GEA
572
Glen Eagle Advisors
New Jersey
$305K -$21.8K -186 -7%
DWM
573
Dakota Wealth Management
Florida
$302K +$4.46K +38 +1%
OIA
574
OneDigital Investment Advisors
Kansas
$301K +$305K +2,603 New
ICP
575
Interchange Capital Partners
Pennsylvania
$300K +$304K +2,594 New

J Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2024, worth a combined $15.1B — down 8.6% from $16.5B a quarter earlier.

Fund positioning in J was balanced in Q2 2024: 79 funds opened new positions, 79 closed out, 309 added to existing stakes and 283 trimmed.

The largest buyer was Macquarie Group, adding an estimated $291M. The largest seller was Capital World Investors, cutting an estimated $192M.

  • 817 institutional investors held Jacobs Solutions (J) as of Q2 2024, down from 823 in Q1 2024.
  • Funds reported $15.1B of Jacobs Solutions stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 79 funds opened new Jacobs Solutions positions in Q2 2024 and 79 closed out, a net change of 0 holders.
  • The largest Jacobs Solutions buyer in Q2 2024 was Macquarie Group, an estimated $291M added.
  • The largest Jacobs Solutions seller in Q2 2024 was Capital World Investors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2024.