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Jacobs Solutions
J

823 hedge funds and large institutions have $16.5B invested in Jacobs Solutions in 2024 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 281 increasing their positions, 289 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 69

43% more call options, than puts

Call options by funds: $81.6M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

17% more capital invested

Capital invested by funds: $14.1B → $16.5B (+$2.39B)

5% more funds holding

Funds holding: 786 → 823 (+37)

0.69% less ownership

Funds ownership: 104.24% → 103.55% (-0.69%)

3% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 289

Holders
823
Holders Change
+37
Holders Change %
+4.71%
% of All Funds
11.86%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
110
Increased
281
Reduced
289
Closed
69
Calls
$81.6M
Puts
$57.1M
Net Calls
+$24.5M
Net Calls Change
-$7.09M

Top Buyers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$444M
2
Boston Partners
Boston Partners
Massachusetts
+$114M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$49.4M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$47.1M
5
EC
Eminence Capital
New York
+$46.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$261M
2
Select Equity Group
Select Equity Group
New York
-$239M
3
Capital World Investors
Capital World Investors
California
-$129M
4
FPP
Findlay Park Partners
United Kingdom
-$102M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$72M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
801
Prestige Wealth Management Group
New Jersey
$2.15K – – –
CAL
802
Capital Advisors Ltd
Ohio
$2K +$703 +6 +60%
CSB
803
City State Bank
Iowa
$2K +$1.88K +16 New
DJSG
804
D.J. St. Germain
Massachusetts
$2K +$1.88K +16 New
PWMG
805
Private Wealth Management Group
New Jersey
$1.84K – – –
DF
806
Dunhill Financial
United Kingdom
$1.54K +$234 +2 +20%
MA
807
Montag & Associates
Georgia
$1.51K +$1.41K +12 New
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.23K – – –
DPW
809
DiNuzzo Private Wealth
Pennsylvania
$1.08K – – –
FRA
810
Frank Rimerman Advisors
California
$1.08K +$938 +8 New
AW
811
Avion Wealth
Texas
$1K -$586 -5 -50%
PCMC
812
Planning Capital Management Corporation
Pennsylvania
$923 – – –
CAM
813
Creekmur Asset Management
Illinois
$769 +$703 +6 New
DWA
814
Delos Wealth Advisors
Texas
$769 +$703 +6 New
Kayne Anderson Rudnick Investment Management
815
Kayne Anderson Rudnick Investment Management
California
$615 – – –
SWA
816
SOA Wealth Advisors
New York
$469 – – –
VWA
817
Valued Wealth Advisors
Utah
$462 – – –
MA
818
MCF Advisors
Kentucky
$462 +$469 +4 New
AGWCA
819
Annis Gardner Whiting Capital Advisors
Florida
$308 +$234 +2 New
CTA
820
Colonial Trust Advisors
South Carolina
$154 -$586 -5 -83%
TWP
821
TFO Wealth Partners
Ohio
$154 – – –
TFM
822
TFC Financial Management
Massachusetts
$154 +$117 +1 New
AAG
823
Armstrong Advisory Group
Massachusetts
$130 – – –
DWM
824
Dogwood Wealth Management
Kansas
$2 – – –
Select Equity Group
825
Select Equity Group
New York
– -$239M -2,223,030 Closed
31 32
33
34 35

J Hedge Fund Activity: Q1 2024 in Review

823 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jacobs Solutions (J) for Q1 2024, worth a combined $16.5B — up 17% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new J positions and 69 closed out — a net gain of 41 holders — while 281 added to existing stakes and 289 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $444M. The largest seller was Morgan Stanley, cutting an estimated $261M.

  • 823 institutional investors held Jacobs Solutions (J) as of Q1 2024, up from 786 in Q4 2023.
  • Funds reported $16.5B of Jacobs Solutions stock for Q1 2024, up 17% quarter-over-quarter.
  • 110 funds opened new Jacobs Solutions positions in Q1 2024 and 69 closed out, a net change of +41 holders.
  • The largest Jacobs Solutions buyer in Q1 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $444M added.
  • The largest Jacobs Solutions seller in Q1 2024 was Morgan Stanley, an estimated $261M sold.

Based on aggregated 13F filings for Q1 2024.