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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
SM
251
Sciencast Management
New Jersey
$264K +$276K +13,700 New
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$257K -$38.3K -1,900 -12%
FA
253
FDx Advisors
Illinois
$252K +$264K +13,101 New
M&T Bank
254
M&T Bank
New York
$244K +$65.7K +3,256 +34%
SIM
255
Strategic Investment Management
Virginia
$242K – – –
EMG
256
ETF Managers Group
New Jersey
$240K +$168K +8,304 New
WAM
257
World Asset Management
Michigan
$229K +$3.17K +157 +1%
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$228K +$2.36K +117 +1%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$223K – – –
LPL Financial
260
LPL Financial
California
$222K +$44.6K +2,209 +23%
DI
261
Diligent Investors
California
$202K – – –
CG
262
Cutler Group
California
$194K -$212K -10,493 -51%
IC
263
IKOS CIF
Cyprus
$194K +$197K +9,784 +4,892%
RMCM
264
Reynders McVeigh Capital Management
Massachusetts
$193K -$101K -5,000 -33%
SF
265
Synovus Financial
Georgia
$181K +$124K +6,161 +194%
PAM
266
Panagora Asset Management
Massachusetts
$180K – – –
OMCS
267
Old Mutual Customised Solutions
South Africa
$154K – – –
AAM
268
Advisors Asset Management
Colorado
$150K +$22.1K +1,096 +16%
Nordea Investment Management
269
Nordea Investment Management
Sweden
$146K +$53.5K +2,650 +54%
LIA
270
LS Investment Advisors
Michigan
$130K +$7.61K +377 +6%
PAM
271
Paradigm Asset Management
New York
$103K -$214K -10,600 -66%
WEC
272
Winslow Evans & Crocker
Massachusetts
$100K -$20 -1 -0%
Zurich Cantonal Bank
273
Zurich Cantonal Bank
Switzerland
$94K – – –
JWA
274
JFS Wealth Advisors
Pennsylvania
$92K -$4.36K -216 -4%
MIC
275
MU Investments Company
Japan
$90K – – –
9 10
11
12 13

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.