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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
CWC
801
Carolinas Wealth Consulting
North Carolina
$1.44K -$71.3K -608 -98%
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$1.4K +$469 +4 +50%
HCP
803
Hexagon Capital Partners
Arkansas
$1.12K -$3.52K -30 -75%
CFO
804
CVA Family Office
Colorado
$1.12K +$1.17K +10 New
MA
805
Montag & Associates
Georgia
$1.1K -$235 -2 -17%
BEI
806
Benjamin Edwards Inc
Missouri
$1K -$51.4K -438 -98%
AW
807
Avion Wealth
Texas
$1K +$586 +5 +100%
PCMC
808
Planning Capital Management Corporation
Pennsylvania
$839
DJSG
809
D.J. St. Germain
Massachusetts
$838 -$1.06K -9 -56%
DWA
810
Delos Wealth Advisors
Texas
$699
RWM
811
Ruedi Wealth Management
Illinois
$699 +$704 +6 New
Kayne Anderson Rudnick Investment Management
812
Kayne Anderson Rudnick Investment Management
California
$559
SWA
813
SOA Wealth Advisors
New York
$427
MA
814
MCF Advisors
Kentucky
$420
VWA
815
Valued Wealth Advisors
Utah
$420
SA
816
Scarborough Advisors
Maryland
$279 +$235 +2 New
APF
817
Alaska Permanent Fund
Alaska
$146 +$117 +1 New
NL
818
NVWM LLC
Pennsylvania
$140 +$117 +1 New
DWM
819
Dogwood Wealth Management
Kansas
$2
EC
820
Eminence Capital
New York
-$50.2M -395,039 Closed
WCM
821
Westend Capital Management
California
-$7.49M -58,865 Closed
OCA
822
Otter Creek Advisors
Florida
-$5.43M -42,675 Closed
AIG
823
American International Group
New York
-$5.05M -39,729 Closed
TPSF
824
Texas Permanent School Fund
Texas
-$3.99M -31,401 Closed
DA
825
Duality Advisers
Florida
-$3.89M -30,574 Closed

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.