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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
JWA
676
JFS Wealth Advisors
Pennsylvania
$7.41K
CBT
677
CoreFirst Bank & Trust
Kansas
$7.13K
GKIM
678
GW&K Investment Management
Massachusetts
$7K +$6.48K +68 New
SWA
679
Sutton Wealth Advisors
Florida
$6.78K
FRA
680
Front Row Advisors
California
$6K
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.95K
AIC
682
Archer Investment Corporation
Indiana
$5.95K +$5.72K +60 New
PPC
683
Park Place Capital
Alabama
$5.47K
VCM
684
Versant Capital Management
Arizona
$5.23K +$1.53K +16 +43%
SWM
685
Sugarloaf Wealth Management
Georgia
$4.4K
WTG
686
West Tower Group
Virginia
$4.4K +$4.29K +45 New
BIA
687
Bell Investment Advisors
California
$4.04K -$1.72K -18 -31%
LFG
688
Larson Financial Group
Missouri
$3.81K +$3.72K +39 New
CFD
689
Creative Financial Designs
Indiana
$3.8K
HH
690
HWG Holdings
Texas
$3.33K
SIA
691
SkyView Investment Advisors
New Jersey
$3K +$1.62K +17 +100%
CIA
692
Cape Investment Advisory
Georgia
$2.73K -$5.15K -54 -66%
RTL
693
Red Tortoise LLC
Georgia
$2.62K
FCAG
694
First Capital Advisors Group
New Jersey
$2.38K +$2.29K +24 New
AWM
695
Abound Wealth Management
Tennessee
$2.14K
NMG
696
New Millennium Group
Utah
$2.14K
TSWM
697
Tyler-Stone Wealth Management
Ohio
$2K +$1.72K +18 New
SFCL
698
Strengthening Families & Communities LLC
Massachusetts
$2K +$2.38K +25 New
Allianz Asset Management
699
Allianz Asset Management
Germany
$2K +$680K +7,132 +54%
MCM
700
MV Capital Management
Maryland
$1.78K -$286 -3 -14%

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.