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.
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: 11 → 23 (+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: 717 → 738 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$102M |
| 2 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$74.2M |
| 3 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$65.1M |
| 4 |
BG
Baupost Group
Boston,
Massachusetts
|
+$63.5M |
| 5 |
Millennium Management
New York
|
+$60.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$65.4M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$49M |
| 3 |
Select Equity Group
New York
|
-$46.9M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$42.5M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSG
801
Summit Securities Group
New York
| – | -$20K | -202 | Closed |
|
|
PO
802
Private Ocean
San Rafael,
California
| – | -$9.75K | -99 | Closed |
|
803
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$8.68K | -88 | Closed |
|
|
JFGIW
804
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$8.2K | -83 | Closed |
|
|
WTG
805
West Tower Group
Richmond,
Virginia
| – | -$4.4K | -45 | Closed |
|
|
SFCL
806
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$2K | -25 | Closed |
|
|
DI
807
Disciplined Investments
Tulsa,
Oklahoma
| – | -$1.43K | -15 | Closed |
|
|
CWA
808
Clearview Wealth Advisors
Salem,
Oregon
| – | -$1.19K | -12 | Closed |
|
|
BG
809
Bollard Group
Boston,
Massachusetts
| – | -$1K | -6 | Closed |
|
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.