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Jacobs Solutions

786 hedge funds and large institutions have $14.1B invested in Jacobs Solutions in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 273 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 69

83% more call options, than puts

Call options by funds: $69.8M | Put options by funds: $38.2M

10% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 248

7% more funds holding

Funds holding: 738786 (+48)

2.12% more ownership

Funds ownership: 102.12%104.24% (+2.1%)

3% less capital invested

Capital invested by funds: $14.5B → $14.1B (-$407M)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
786
Holders Change
+48
Holders Change %
+6.5%
% of All Funds
11.46%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.17%
New
129
Increased
273
Reduced
248
Closed
69
Calls
$69.8M
Puts
$38.2M
Net Calls
+$31.6M
Net Calls Change
-$1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
651
Baldwin Wealth Partners
Massachusetts
$90.9K
RAM
652
Ramirez Asset Management
New York
$90.9K
SIM
653
Sentry Investment Management
Wisconsin
$86K -$9.36K -86 -10%
GAM
654
Groupama Asset Management
France
$85.4K +$86.7K +796 New
FCAS
655
First Command Advisory Services
Texas
$85.1K -$20.4K -187 -19%
BC
656
Bartlett & Co
Ohio
$85K -$6.53K -60 -7%
BCWM
657
Bartlett & Co Wealth Management
Ohio
$84.5K -$6.53K -60 -7%
SOW
658
State of Wyoming
Wyoming
$83.5K -$189K -1,732 -69%
EC
659
EntryPoint Capital
New York
$77.6K +$78.7K +723 New
EA
660
Evolution Advisers
Virginia
$77K +$78.9K +725 New
PFBT
661
Parkside Financial Bank & Trust
Missouri
$75.9K -$8.27K -76 -10%
PCM
662
Penserra Capital Management
California
$75K -$16.2K -149 -17%
PTC
663
Private Trust Company
Ohio
$74.6K +$11.4K +105 +18%
C
664
Covestor
United Kingdom
$74K -$18K -165 -19%
WAS
665
Winch Advisory Services
Wisconsin
$69.8K +$109 +1 +0.2%
RFG
666
REAP Financial Group
Texas
$68.7K +$69.7K +640 New
OIA
667
Optimum Investment Advisors
Illinois
$65K
GWSA
668
Global Wealth Strategies & Associates
Colorado
$60.4K
TVAMP
669
Tennessee Valley Asset Management Partners
Tennessee
$59.2K +$60K +551 New
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.9K
Group One Trading
671
Group One Trading
Illinois
$55.7K +$56.5K +519 New
FFA
672
Farther Finance Advisors
California
$54.8K +$6.86K +63 +14%
LCM
673
Logan Capital Management
Pennsylvania
$51.9K
ETC
674
Exchange Traded Concepts
Oklahoma
$50.2K -$279K -2,563 -85%
GBT
675
Grove Bank & Trust
Florida
$40.4K

J Hedge Fund Activity: Q4 2023 in Review

786 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q4 2023, worth a combined $14.1B — down 2.8% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new J positions and 69 closed out — a net gain of 60 holders — while 273 added to existing stakes and 248 trimmed.

The largest buyer was Boston Partners, adding an estimated $277M. The largest seller was Select Equity Group, cutting an estimated $289M.

  • 786 institutional investors held Jacobs Solutions (J) as of Q4 2023, up from 738 in Q3 2023.
  • Funds reported $14.1B of Jacobs Solutions stock for Q4 2023, down 2.8% quarter-over-quarter.
  • 129 funds opened new Jacobs Solutions positions in Q4 2023 and 69 closed out, a net change of +60 holders.
  • The largest Jacobs Solutions buyer in Q4 2023 was Boston Partners, an estimated $277M added.
  • The largest Jacobs Solutions seller in Q4 2023 was Select Equity Group, an estimated $289M sold.

Based on aggregated 13F filings for Q4 2023.