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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.

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: 1216 (+4)

17% more capital invested

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

5% more funds holding

Funds holding: 786823 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B -$2.95M -25,196 -0.1%
BlackRock
2
BlackRock
New York
$1.24B +$852K +7,270 +0.1%
State Street
3
State Street
Massachusetts
$1.13B -$13.4M -114,105 -1%
Primecap Management
4
Primecap Management
California
$914M -$21.4M -182,373 -2%
Capital World Investors
5
Capital World Investors
California
$844M -$129M -1,096,921 -14%
Boston Partners
6
Boston Partners
Massachusetts
$567M +$114M +974,015 +28%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$482M +$444M +3,789,235 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$462M +$36.4M +310,716 +9%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$452M -$72M -614,366 -15%
RCG
10
Ruane, Cunniff & Goldfarb
New York
$413M -$15.8M -134,821 -4%
Invesco
11
Invesco
Georgia
$270M -$23.8M -202,994 -9%
TP
12
Third Point
New York
$269M
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$265M +$9.37M +79,881 +4%
Ninety One (UK)
14
Ninety One (UK)
United Kingdom
$247M -$61.9M -528,167 -21%
AM
15
AGF Management
Ontario, Canada
$186M -$647K -5,521 -0.4%
CI Investments Inc
16
CI Investments Inc
Ontario, Canada
$184M +$49.4M +421,561 +41%
Bank of America
17
Bank of America
North Carolina
$180M +$20.2M +172,427 +14%
Morgan Stanley
18
Morgan Stanley
New York
$176M -$261M -2,222,042 -62%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$167M +$4.51M +38,423 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$167M -$635K -5,413 -0.4%
Northern Trust
21
Northern Trust
Illinois
$154M -$6.98M -59,569 -5%
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$152M +$176K +1,498 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$136M +$1.66M +14,144 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$124M -$5.91M -50,392 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$122M +$47.1M +401,851 +72%

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.