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Jacobs Solutions

738 hedge funds and large institutions have $14.5B invested in Jacobs Solutions in 2023 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $57.2M | Put options by funds: $24.6M

109% more funds holding in top 10

Funds holding in top 10: 1123 (+12)

39% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $12.7B → $14.5B (+$1.83B)

3% more funds holding

Funds holding: 717738 (+21)

0.23% more ownership

Funds ownership: 101.89%102.12% (+0.23%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

Holders
738
Holders Change
+21
Holders Change %
+2.93%
% of All Funds
11.71%
Holding in Top 10
23
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+109.09%
% of All Funds
0.37%
New
99
Increased
251
Reduced
252
Closed
71
Calls
$57.2M
Puts
$24.6M
Net Calls
+$32.6M
Net Calls Change
+$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
626
First Command Advisory Services
Texas
$111K +$106K +980 New
QC
627
Quent Capital
New York
$108K +$3.23K +30 +3%
CFB
628
Cullen/Frost Bankers
Texas
$103K +$83.5K +775 +562%
SIM
629
Sentry Investment Management
Wisconsin
$100K -$16.4K -152 -15%
NSIM
630
North Star Investment Management
Illinois
$96.4K
PCM
631
Penserra Capital Management
California
$96K -$15.4K -143 -14%
BC
632
Bartlett & Co
Ohio
$96K -$13K -121 -13%
C
633
Covestor
United Kingdom
$96K +$5.06K +47 +6%
BCWM
634
Bartlett & Co Wealth Management
Ohio
$95.5K -$13K -121 -13%
BWP
635
Baldwin Wealth Partners
Massachusetts
$95.5K
RAM
636
Ramirez Asset Management
New York
$95.5K +$91.2K +846 New
EBA
637
Eagle Bay Advisors
New York
$92.3K +$50.5K +469 +135%
PFBT
638
Parkside Financial Bank & Trust
Missouri
$88.5K +$14.7K +136 +21%
WAS
639
Winch Advisory Services
Wisconsin
$73K +$108 +1 +0.2%
NIC
640
Northwest Investment Counselors
Oregon
$72.1K
OIA
641
Optimum Investment Advisors
Illinois
$68.4K
PTC
642
Private Trust Company
Ohio
$66.6K +$8.19K +76 +15%
GWSA
643
Global Wealth Strategies & Associates
Colorado
$63.5K +$60.6K +562 New
CFGS
644
Concourse Financial Group Securities
Alabama
$63.5K +$23.4K +217 +63%
FHA
645
First Horizon Advisors
Tennessee
$57.3K +$6.57K +61 +14%
TCOV
646
Trust Company of Vermont
Vermont
$55K -$12.6K -117 -19%
LCM
647
Logan Capital Management
Pennsylvania
$54.6K
FFA
648
Farther Finance Advisors
California
$50.5K +$25.3K +235 +111%
BCMLT
649
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.4K
WWM
650
Wolff Wiese Magana
California
$49.1K

J Hedge Fund Activity: Q3 2023 in Review

738 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q3 2023, worth a combined $14.5B — up 14% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new J positions and 71 closed out — a net gain of 28 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $102M. The largest seller was Madison Asset Management, cutting an estimated $65.4M.

  • 738 institutional investors held Jacobs Solutions (J) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $14.5B of Jacobs Solutions stock for Q3 2023, up 14% quarter-over-quarter.
  • 99 funds opened new Jacobs Solutions positions in Q3 2023 and 71 closed out, a net change of +28 holders.
  • The largest Jacobs Solutions buyer in Q3 2023 was Boston Partners, an estimated $102M added.
  • The largest Jacobs Solutions seller in Q3 2023 was Madison Asset Management, an estimated $65.4M sold.

Based on aggregated 13F filings for Q3 2023.