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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
DC
251
Deere & Company
Illinois
$205K +$15.8K +876 +8%
JWA
252
JFS Wealth Advisors
Pennsylvania
$203K -$190K -10,535 -48%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$201K -$2.58K -143 -1%
MCM
254
Matarin Capital Management
New York
$194K
Mitsubishi UFJ Trust & Banking
255
Mitsubishi UFJ Trust & Banking
Japan
$192K
ECM
256
ETrade Capital Management
Virginia
$192K +$18.1K +1,007 +10%
FMBTD
257
First Midwest Bank Trust Division
Illinois
$190K -$29.5K -1,640 -13%
FMB
258
Field & Main Bank
Kentucky
$186K +$5.4K +300 +3%
IFS
259
Ifrah Financial Services
Arkansas
$183K +$183K +10,172 New
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
$172K +$148K +8,211 +610%
SIM
261
Sentry Investment Management
Wisconsin
$167K
Credit Agricole
262
Credit Agricole
France
$154K -$405K -22,500 -72%
Teacher Retirement System of Texas
263
Teacher Retirement System of Texas
Texas
$121K -$1.53K -85 -1%
MERSOM
264
Municipal Employees' Retirement System of Michigan
Michigan
$113K +$3.6K +200 +3%
WTB
265
Washington Trust Bank
Washington
$110K +$110K +6,120 New
OIA
266
Optimum Investment Advisors
Illinois
$108K -$64.8K -3,600 -38%
STC
267
SEI Trust Company
Pennsylvania
$103K +$103K +5,700 New
IRS
268
Invictus RG (Singapore)
Singapore
$98K +$67.2K +3,732 +220%
DADC
269
D.A. Davidson & Co
Montana
$94K +$8.57K +476 +10%
WEC
270
Winslow Evans & Crocker
Massachusetts
$93.8K
Citadel Advisors
271
Citadel Advisors
Florida
$89K -$2.22M -123,349 -96%
LIA
272
LS Investment Advisors
Michigan
$83K +$29.6K +1,642 +55%
PAM
273
PartnerRe Asset Management
Connecticut
$82K +$1.53K +85 +2%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$77K +$2.65K +147 +4%
OMCS
275
Old Mutual Customised Solutions
South Africa
$72K

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.