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317 hedge funds and large institutions have $3.61B invested in Jabil in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

41% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $22.4M

18% more capital invested

Capital invested by funds: $3.07B → $3.61B (+$542M)

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

2.1% more ownership

Funds ownership: 82.98%85.08% (+2.1%)

1% more funds holding

Funds holding: 315317 (+2)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 125

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.11%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.2%
New
36
Increased
109
Reduced
125
Closed
31
Calls
$31.5M
Puts
$22.4M
Net Calls
+$9.07M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
226
Freestone Capital Holdings
Washington
$386K +$66.2K +3,560 +24%
Calamos Advisors
227
Calamos Advisors
Illinois
$374K +$333K +17,900 New
SCM
228
Sterling Capital Management
North Carolina
$372K +$8.7K +468 +3%
PAAMCP
229
Pacific Alternative Asset Management Company (PAAMCO)
California
$353K +$314K +16,890 New
RC
230
RegentAtlantic Capital
New Jersey
$349K +$743 +40 +0.2%
VAM
231
Visium Asset Management
New York
$347K +$59.6K +3,205 +24%
SAM
232
Securian Asset Management
Minnesota
$343K -$5.58K -300 -2%
NI
233
Numeric Investors
Massachusetts
$339K -$1.59M -85,600 -84%
PAM
234
Panagora Asset Management
Massachusetts
$309K -$97.6K -5,252 -26%
US Bancorp
235
US Bancorp
Minnesota
$307K -$199K -10,687 -42%
LSERS
236
Louisiana State Employees Retirement System
Louisiana
$303K -$7.43K -400 -3%
OMCS
237
Old Mutual Customised Solutions
South Africa
$303K +$195K +10,500 +263%
MIC
238
MU Investments Company
Japan
$291K -$22.3K -1,200 -8%
SEC
239
Seven Eight Capital
New York
$282K -$835K -44,900 -77%
LPL Financial
240
LPL Financial
California
$276K -$27.5K -1,479 -10%
APFBOT
241
Amica Pension Fund Board of Trustees
Rhode Island
$267K
Balyasny Asset Management
242
Balyasny Asset Management
Illinois
$267K +$237K +12,752 New
GT
243
Glenmede Trust
Pennsylvania
$265K
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$261K -$10.7K -575 -4%
CIBC World Market
245
CIBC World Market
Ontario, Canada
$258K -$781 -42 -0.3%
SSM
246
Sound Shore Management
Connecticut
$254K
TA
247
Tiedemann Advisors
New York
$246K +$220K +11,814 New
Citadel Advisors
248
Citadel Advisors
Florida
$245K +$125K +6,748 +136%
TFA
249
Toth Financial Advisory
Virginia
$242K -$94.3K -5,075 -30%
Janus Henderson Group
250
Janus Henderson Group
United Kingdom
$242K

JBL Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q2 2014, worth a combined $3.61B — up 18% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JBL positions and 31 closed out — a net gain of 5 holders — while 109 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $46.9M. The largest seller was Allianz Asset Management, cutting an estimated $79.2M.

  • 317 institutional investors held Jabil (JBL) as of Q2 2014, up from 315 in Q1 2014.
  • Funds reported $3.61B of Jabil stock for Q2 2014, up 18% quarter-over-quarter.
  • 36 funds opened new Jabil positions in Q2 2014 and 31 closed out, a net change of +5 holders.
  • The largest Jabil buyer in Q2 2014 was Invesco, an estimated $46.9M added.
  • The largest Jabil seller in Q2 2014 was Allianz Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2014.