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Jacobs Solutions

817 hedge funds and large institutions have $15.1B invested in Jacobs Solutions in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $114M | Put options by funds: $34.8M

9% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 283

0.63% more ownership

Funds ownership: 103.55%104.18% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 79

1% less funds holding

Funds holding: 823817 (-6)

9% less capital invested

Capital invested by funds: $16.5B → $15.1B (-$1.42B)

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
11.8%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
79
Increased
309
Reduced
283
Closed
79
Calls
$114M
Puts
$34.8M
Net Calls
+$79M
Net Calls Change
+$54.5M
Name Holding Trade Value Shares
Change
Change in
Stake
S
776
Sachetta
Massachusetts
$5.56K +$2.11K +18 +64%
RCM
777
Raleigh Capital Management
North Carolina
$5.19K -$252K -2,147 -98%
SWM
778
Sugarloaf Wealth Management
Georgia
$5.17K
CTC
779
Cetera Trust Company
Minnesota
$4.47K
CFD
780
Creative Financial Designs
Indiana
$4.47K
PWMG
781
Private Wealth Management Group
New Jersey
$4.33K +$2.58K +22 +147%
OWA
782
Opal Wealth Advisors
New York
$4.33K +$4.34K +37 New
HI
783
Harbour Investments
Wisconsin
$3.91K -$24K -205 -86%
AGWCA
784
Annis Gardner Whiting Capital Advisors
Florida
$3.63K +$3.4K +29 +1,450%
FGAM
785
Financial Gravity Asset Management
Texas
$3.49K -$3.52K -30 -50%
AF
786
Advisornet Financial
Minnesota
$3.35K
CIA
787
Cape Investment Advisory
Georgia
$3.21K
RTL
788
Red Tortoise LLC
Georgia
$3.07K
AWM
789
Abound Wealth Management
Tennessee
$2.52K
MCM
790
MV Capital Management
Maryland
$2.52K +$117 +1 +5%
NMG
791
New Millennium Group
Utah
$2.52K +$2.58K +22 New
FW
792
Fairway Wealth
Ohio
$2.23K +$2.23K +19 New
SIC
793
SJS Investment Consulting
Ohio
$2.1K
TSWM
794
Tyler-Stone Wealth Management
Ohio
$2.1K
FCA
795
FinTrust Capital Advisors
South Carolina
$2K -$1.17K -10 -37%
CPG
796
Cornerstone Planning Group
New Jersey
$1.96K -$1.88K -16 -48%
SWS
797
SYSTM Wealth Solutions
Illinois
$1.96K -$232K -1,977 -99%
PWMG
798
Prestige Wealth Management Group
New Jersey
$1.96K
DF
799
Dunhill Financial
United Kingdom
$1.76K +$469 +4 +33%
AFWM
800
Abich Financial Wealth Management
Virginia
$1.54K +$1.52K +13 New

J Hedge Fund Activity: Q2 2024 in Review

817 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q2 2024, worth a combined $15.1B — down 8.6% from $16.5B a quarter earlier.

Fund positioning in J was balanced in Q2 2024: 79 funds opened new positions, 79 closed out, 309 added to existing stakes and 283 trimmed.

The largest buyer was Macquarie Group, adding an estimated $291M. The largest seller was Capital World Investors, cutting an estimated $192M.

  • 817 institutional investors held Jacobs Solutions (J) as of Q2 2024, down from 823 in Q1 2024.
  • Funds reported $15.1B of Jacobs Solutions stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 79 funds opened new Jacobs Solutions positions in Q2 2024 and 79 closed out, a net change of 0 holders.
  • The largest Jacobs Solutions buyer in Q2 2024 was Macquarie Group, an estimated $291M added.
  • The largest Jacobs Solutions seller in Q2 2024 was Capital World Investors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2024.