Jacobs Solutions
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$444M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$114M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$49.4M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$47.1M |
| 5 |
EC
Eminence Capital
New York
|
+$46.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$261M |
| 2 |
Select Equity Group
New York
|
-$239M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$129M |
| 4 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$102M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$72M |
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.