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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
AWM
576
AE Wealth Management
Kansas
$298K -$56.2K -479 -16%
CL
577
Choreo LLC
Illinois
$298K +$304K +2,596 New
AWM
578
Apollon Wealth Management
South Carolina
$297K -$21K -179 -7%
IAA
579
Independent Advisor Alliance
North Carolina
$296K +$61.8K +527 +26%
HTC
580
Haverford Trust Company
Pennsylvania
$294K +$299K +2,546 New
MLL
581
Moody Lynn & Lieberson
Massachusetts
$294K
SRL
582
Scientech Research LLC
New Jersey
$293K +$298K +2,539 New
ETC
583
Exchange Traded Concepts
Oklahoma
$293K +$205K +1,746 +220%
EWA
584
EP Wealth Advisors
California
$290K +$88.8K +757 +43%
IC
585
IEQ Capital
California
$289K +$15.8K +135 +6%
PP
586
Paloma Partners
Connecticut
$288K +$292K +2,492 New
LI
587
LVZ Inc
Michigan
$288K +$2.93K +25 +1%
CCM
588
Coldstream Capital Management
Washington
$287K +$6.33K +54 +2%
SHGA
589
Sand Hill Global Advisors
California
$285K
MYAM
590
Meiji Yasuda Asset Management
Japan
$284K -$1.34M -11,451 -82%
EWM
591
Evermay Wealth Management
Virginia
$284K
SFB
592
STAR Financial Bank
Indiana
$283K +$6.45K +55 +2%
PA
593
Profund Advisors
Maryland
$274K -$5.16K -44 -2%
HNB
594
Huntington National Bank
Ohio
$273K -$6.45K -55 -2%
MSWM
595
McGlone Suttner Wealth Management
Wisconsin
$271K -$16.5K -141 -5%
CGL
596
Clarius Group LLC
Washington
$271K -$1.52K -13 -0.6%
JCM
597
Jacobi Capital Management
Pennsylvania
$270K -$2.58K -22 -0.9%
MYLI
598
Meiji Yasuda Life Insurance
Japan
$270K +$274K +2,333 New
VSQM
599
V-Square Quantitative Management
Illinois
$269K -$8.21K -70 -3%
WC
600
Whitney & Co
New York
$265K

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.