We are live on ! Find out more

315 hedge funds and large institutions have $3.07B invested in Jabil in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $24.7M

1% more capital invested

Capital invested by funds: $3.04B → $3.07B (+$32.5M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

1.54% less ownership

Funds ownership: 84.52%82.98% (-1.5%)

8% less funds holding

Funds holding: 343315 (-28)

41% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 59

Holders
315
Holders Change
-28
Holders Change %
-8.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
116
Reduced
124
Closed
59
Calls
$30.3M
Puts
$24.7M
Net Calls
+$5.6M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Aberdeen Asset Management
United Kingdom
$319K
SCM
227
Sterling Capital Management
North Carolina
$312K +$6.16K +342 +2%
SAM
228
Securian Asset Management
Minnesota
$301K +$2.5K +139 +0.8%
TFA
229
Toth Financial Advisory
Virginia
$300K -$123K -6,847 -29%
RC
230
RegentAtlantic Capital
New Jersey
$300K +$3.78K +210 +1%
VKH
231
Virtu KCG Holdings
New York
$298K -$695K -38,600 -70%
KRS
232
Kentucky Retirement Systems
Kentucky
$280K +$5.26K +292 +2%
MIC
233
MU Investments Company
Japan
$269K -$46.8K -2,600 -15%
LSERS
234
Louisiana State Employees Retirement System
Louisiana
$268K
FCH
235
Freestone Capital Holdings
Washington
$268K +$49.1K +2,724 +22%
LPL Financial
236
LPL Financial
California
$265K +$265K +14,697 New
DCM
237
DLS Capital Management
Illinois
$263K -$360K -20,000 -58%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$245K -$10.9M -605,649 -98%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$243K -$2.85M -158,156 -92%
VAM
240
Visium Asset Management
New York
$242K -$483K -26,800 -67%
Jane Street
241
Jane Street
New York
$236K -$2.09M -115,926 -90%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$235K -$23.9K -1,329 -9%
APFBOT
243
Amica Pension Fund Board of Trustees
Rhode Island
$230K
GT
244
Glenmede Trust
Pennsylvania
$228K +$27K +1,500 +13%
CIBC World Market
245
CIBC World Market
Ontario, Canada
$223K +$223K +12,396 New
SSM
246
Sound Shore Management
Connecticut
$219K -$60.1K -3,335 -22%
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
$215K -$1.31M -72,916 -86%
Nomura Asset Management
248
Nomura Asset Management
Japan
$209K +$7.75K +430 +4%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$208K
QAM
250
Quantres Asset Management
Cayman Islands
$207K +$207K +11,500 New

JBL Hedge Fund Activity: Q1 2014 in Review

315 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2014, worth a combined $3.07B — up 1.1% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of JBL and 35 opened new positions — a net loss of 24 holders — while 124 trimmed existing stakes and 116 added.

The largest buyer was Boston Partners, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $57.4M.

  • 315 institutional investors held Jabil (JBL) as of Q1 2014, down from 343 in Q4 2013.
  • Funds reported $3.07B of Jabil stock for Q1 2014, up 1.1% quarter-over-quarter.
  • 35 funds opened new Jabil positions in Q1 2014 and 59 closed out, a net change of -24 holders.
  • The largest Jabil buyer in Q1 2014 was Boston Partners, an estimated $137M added.
  • The largest Jabil seller in Q1 2014 was Fidelity Investments, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2014.