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Jabil
JBL

328 hedge funds and large institutions have $3.38B invested in Jabil in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 112

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 326 → 328 (+2)

7% less call options, than puts

Call options by funds: $8.53M | Put options by funds: $9.21M

3.74% less ownership

Funds ownership: 97.62% → 93.89% (-3.7%)

22% less capital invested

Capital invested by funds: $4.32B → $3.38B (-$931M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
8.74%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
40
Increased
134
Reduced
112
Closed
36
Calls
$8.53M
Puts
$9.21M
Net Calls
-$681K
Net Calls Change
-$12.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$21.6M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$54.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$41M
3
CGT
Capital Guardian Trust
California
-$30.1M
4
NI
Numeric Investors
Massachusetts
-$29.8M
5
RFC
Russell Frank Company
Washington
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
226
Capstone Asset Management
Texas
$430K +$5.65K +280 +1%
RFC
227
Regions Financial Corp
Alabama
$420K +$162K +8,040 +58%
SAM
228
SignalPoint Asset Management
Missouri
$417K +$437K +21,640 New
RIM
229
Regent Investment Management
Kentucky
$415K -$12.1K -600 -3%
Teacher Retirement System of Texas
230
Teacher Retirement System of Texas
Texas
$403K +$97.3K +4,821 +30%
AW
231
Alpha Windward
Massachusetts
$396K +$41.2K +2,040 +11%
CS
232
Comerica Securities
Michigan
$385K -$47.9K -2,373 -11%
ProShare Advisors
233
ProShare Advisors
Maryland
$379K -$118K -5,828 -23%
PP
234
Paloma Partners
Connecticut
$377K +$73K +3,619 +23%
Arrowstreet Capital
235
Arrowstreet Capital
Massachusetts
$374K +$391K +19,400 New
IRF
236
IBM Retirement Fund
New York
$373K -$512K -25,390 -57%
SCM
237
Shelton Capital Management
Colorado
$369K – – –
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
$356K +$235K +11,637 +171%
VLKIM
239
Van Lanschot Kempen Investment Management
Netherlands
$354K +$218K +10,782 +142%
PG
240
PEAK6 Group
Illinois
$350K +$367K +18,174 New
ZDA
241
Zweig-DiMenna Associates
New York
$347K +$363K +18,000 New
FAAS
242
First Allied Advisory Services
California
$342K -$5.02K -249 -1%
IFS
243
Ifrah Financial Services
Arkansas
$326K -$10.1K -500 -3%
Verition Fund Management
244
Verition Fund Management
Connecticut
$315K +$330K +16,362 New
CTA
245
Colonial Trust Advisors
South Carolina
$301K – – –
SEI Investments
246
SEI Investments
Pennsylvania
$298K -$19.7K -975 -6%
GCC
247
Guardian Capital (Canada)
Ontario, Canada
$283K – – –
FIM
248
Freedom Investment Management
Connecticut
$280K +$293K +14,522 New
WIS
249
Wright Investors Service
Connecticut
$277K +$5.39K +267 +2%
SKK
250
Shepherd Kaplan Krochuk
Massachusetts
$269K -$310K -15,359 -52%
8 9
10
11 12

JBL Hedge Fund Activity: Q1 2016 in Review

328 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2016, worth a combined $3.38B — down 22% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JBL positions and 36 closed out — a net gain of 4 holders — while 134 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.3M. The largest seller was AJO LP, cutting an estimated $54.9M.

  • 328 institutional investors held Jabil (JBL) as of Q1 2016, up from 326 in Q4 2015.
  • Funds reported $3.38B of Jabil stock for Q1 2016, down 22% quarter-over-quarter.
  • 40 funds opened new Jabil positions in Q1 2016 and 36 closed out, a net change of +4 holders.
  • The largest Jabil buyer in Q1 2016 was Fidelity Investments, an estimated $64.3M added.
  • The largest Jabil seller in Q1 2016 was AJO LP, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2016.