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Jacobs Solutions

820 hedge funds and large institutions have $13.8B invested in Jacobs Solutions in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 102 increasing their positions, 643 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $34.2M

16% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 63

0% more funds holding

Funds holding: 817820 (+3)

9% less capital invested

Capital invested by funds: $15.1B → $13.8B (-$1.29B)

18.76% less ownership

Funds ownership: 104.18%85.42% (-19%)

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

84% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 643

Holders
820
Holders Change
+3
Holders Change %
+0.37%
% of All Funds
11.77%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
73
Increased
102
Reduced
643
Closed
63
Calls
$96.8M
Puts
$34.2M
Net Calls
+$62.6M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MLL
601
Moody Lynn & Lieberson
Massachusetts
$276K -$50.5K -419 -16%
AWM
602
AE Wealth Management
Kansas
$272K -$58K -481 -19%
SHGA
603
Sand Hill Global Advisors
California
$267K -$49K -407 -16%
NME
604
Notis-McConarty Edward
$262K -$339K -2,816 -58%
DFCM
605
Dark Forest Capital Management
Puerto Rico
$260K +$242K +2,005 New
EWM
606
Evermay Wealth Management
Virginia
$259K -$54.7K -454 -19%
CGL
607
Clarius Group LLC
Washington
$254K -$43.4K -360 -15%
JCM
608
Jacobi Capital Management
Pennsylvania
$253K -$46.4K -385 -16%
VSQM
609
V-Square Quantitative Management
Illinois
$252K -$46.2K -383 -16%
SOW
610
State of Wyoming
Wyoming
$252K +$234K +1,942 New
HNB
611
Huntington National Bank
Ohio
$251K -$50.7K -421 -18%
AWE
612
Avidian Wealth Enterprises
Texas
$251K -$42.7K -354 -15%
EC
613
EntryPoint Capital
New York
$251K +$74.7K +620 +47%
WC
614
Whitney & Co
New York
$249K -$45.6K -378 -16%
FTDI
615
First Trust Direct Indexing
Massachusetts
$247K -$39.5K -328 -15%
DDC
616
DF Dent & Co
Maryland
$246K -$45.1K -374 -16%
PMFA
617
Plante Moran Financial Advisors
Michigan
$246K -$45K -373 -16%
PI
618
PFG Investments
New York
$245K -$43.6K -362 -16%
HWA
619
Heartwood Wealth Advisors
Virginia
$245K -$118K -976 -34%
TBNY
620
Trustco Bank (New York)
New York
$242K -$51.6K -428 -19%
IAS
621
Insigneo Advisory Services
Florida
$239K +$223K +1,847 New
MYAM
622
Meiji Yasuda Asset Management
Japan
$239K -$74.1K -615 -25%
ZIM
623
Zacks Investment Management
Illinois
$237K -$107K -885 -33%
BBHC
624
Brown Brothers Harriman & Co
New York
$237K -$42.8K -355 -16%
WA
625
Waverly Advisors
Alabama
$233K +$3.13K +26 +1%

J Hedge Fund Activity: Q3 2024 in Review

820 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2024, worth a combined $13.8B — down 8.5% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new J positions and 63 closed out — a net gain of 10 holders — while 102 added to existing stakes and 643 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $120M. The largest seller was Capital World Investors, exiting entirely with an estimated $578M sold.

  • 820 institutional investors held Jacobs Solutions (J) as of Q3 2024, up from 817 in Q2 2024.
  • Funds reported $13.8B of Jacobs Solutions stock for Q3 2024, down 8.5% quarter-over-quarter.
  • 73 funds opened new Jacobs Solutions positions in Q3 2024 and 63 closed out, a net change of +10 holders.
  • The largest Jacobs Solutions buyer in Q3 2024 was Citadel Advisors, an estimated $120M added.
  • The largest Jacobs Solutions seller in Q3 2024 was Capital World Investors, an estimated $578M sold.

Based on aggregated 13F filings for Q3 2024.