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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
ACA
601
Atlas Capital Advisors
Wyoming
$99K -$140K -1,470 -59%
PCM
602
Penserra Capital Management
California
$97K +$94.9K +995 +49,750%
PPWM
603
PFG Private Wealth Management
Florida
$96.2K +$191 +2 +0.2%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$95.1K
BC
605
Bartlett & Co
Ohio
$95K
S
606
SignatureFD
Georgia
$94.6K -$35.9K -376 -28%
QC
607
Quent Capital
New York
$90.8K
NSIM
608
North Star Investment Management
Illinois
$83.9K
BWP
609
Baldwin Wealth Partners
Massachusetts
$83.2K -$23.1K -242 -22%
C
610
Covestor
United Kingdom
$79K +$30.2K +317 +65%
WAS
611
Winch Advisory Services
Wisconsin
$64K +$95 +1 +0.2%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$63.6K +$6.39K +67 +12%
NIC
613
Northwest Investment Counselors
Oregon
$62.8K
IGWM
614
ICA Group Wealth Management
Colorado
$61.8K
PGAM
615
Princeton Global Asset Management
New Jersey
$60.2K +$95 +1 +0.2%
OIA
616
Optimum Investment Advisors
Illinois
$59.5K +$191 +2 +0.3%
TCOV
617
Trust Company of Vermont
Vermont
$59.4K
CCA
618
Column Capital Advisors
Indiana
$56K
PTC
619
Private Trust Company
Ohio
$50.5K +$24.7K +259 +102%
BCMLT
620
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.4K
LSA
621
Leonteq Securities AG
Switzerland
$48.4K +$46.9K +492 New
LCM
622
Logan Capital Management
Pennsylvania
$47.6K
FHA
623
First Horizon Advisors
Tennessee
$44K +$2.29K +24 +6%
WWM
624
Wolff Wiese Magana
California
$42.8K
HI
625
Harbour Investments
Wisconsin
$41.6K -$9.44K -99 -19%

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.