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Jacobs Solutions

680 hedge funds and large institutions have $12.7B invested in Jacobs Solutions in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $9.28M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

0.17% less ownership

Funds ownership: 103.62%103.45% (-0.17%)

1% less funds holding

Funds holding: 686680 (-6)

3% less capital invested

Capital invested by funds: $13.1B → $12.7B (-$413M)

Holders
680
Holders Change
-6
Holders Change %
-0.87%
% of All Funds
10.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
67
Increased
239
Reduced
233
Closed
60
Calls
$15.4M
Puts
$9.28M
Net Calls
+$6.13M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
626
Godsey & Gibb Inc
Virginia
$11.8K
KA
627
Kozak & Associates
Colorado
$11.5K
APC
628
Aspire Private Capital
North Carolina
$11.4K
BBPWM
629
Blue Bell Private Wealth Management
Pennsylvania
$11.2K
MHR
630
Matthew Hamilton Rosenberg
$11K
M
631
MOTCO
Texas
$10.7K +$11K +110 New
GWS
632
Glassman Wealth Services
Virginia
$10.2K -$915K -9,170 -99%
PO
633
Private Ocean
California
$9.64K +$9.88K +99 New
MTIC
634
Missouri Trust & Investment Company
Missouri
$8.81K
1832 Asset Management
635
1832 Asset Management
Ontario, Canada
$8.58K +$699 +7 +9%
EARNEST Partners
636
EARNEST Partners
Georgia
$7.99K
CIA
637
Cape Investment Advisory
Georgia
$7.99K +$8.18K +82 New
JWA
638
JFS Wealth Advisors
Pennsylvania
$7.32K -$2.89K -29 -28%
AF
639
Advisornet Financial
Minnesota
$7.05K -$100 -1 -1%
CBT
640
CoreFirst Bank & Trust
Kansas
$7.05K
SWA
641
Sutton Wealth Advisors
Florida
$6.7K -$100 -1 -1%
Commonwealth Equity Services
642
Commonwealth Equity Services
Massachusetts
$6.69K +$123K +1,234 +2%
FRA
643
Front Row Advisors
California
$6K
LWANC
644
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.88K
BIA
645
Bell Investment Advisors
California
$5.76K -$2K -20 -25%
LC
646
Lindbrook Capital
California
$5.64K -$2.29K -23 -28%
TWA
647
TCI Wealth Advisors
Arizona
$5.52K
PPC
648
Park Place Capital
Alabama
$5.41K -$998 -10 -15%
SWM
649
Sugarloaf Wealth Management
Georgia
$4.35K
CFD
650
Creative Financial Designs
Indiana
$3.76K

J Hedge Fund Activity: Q1 2023 in Review

680 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2023, worth a combined $12.7B — down 3.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new J positions and 60 closed out — a net gain of 7 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $72.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $438M sold.

  • 680 institutional investors held Jacobs Solutions (J) as of Q1 2023, down from 686 in Q4 2022.
  • Funds reported $12.7B of Jacobs Solutions stock for Q1 2023, down 3.1% quarter-over-quarter.
  • 67 funds opened new Jacobs Solutions positions in Q1 2023 and 60 closed out, a net change of +7 holders.
  • The largest Jacobs Solutions buyer in Q1 2023 was Massachusetts Financial Services, an estimated $72.2M added.
  • The largest Jacobs Solutions seller in Q1 2023 was Capital International Investors, an estimated $438M sold.

Based on aggregated 13F filings for Q1 2023.