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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
WA
276
Waverly Advisors
Alabama
$68K
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$66K +$62.4K +3,464 +1,619%
AR
278
Advisory Research
Illinois
$66K +$66.3K +3,683 New
AF
279
Arrow Financial
New York
$65K +$46.8K +2,600 +254%
QBFM
280
QS Batterymarch Financial Management
New York
$56K -$2.68K -149 -5%
Toronto Dominion Bank
281
Toronto Dominion Bank
Ontario, Canada
$54K +$811 +45 +2%
Nordea Investment Management
282
Nordea Investment Management
Sweden
$52K
Creative Planning
283
Creative Planning
Kansas
$50K -$10.8K -598 -18%
Group One Trading
284
Group One Trading
Illinois
$47K -$201K -11,180 -81%
BA
285
BlackRock Advisors
Delaware
$39K
ARMT
286
Amica Retiree Medical Trust
Rhode Island
$32K
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$31K +$31K +1,723 New
CTC
288
Central Trust Company
Missouri
$28K -$4.32K -240 -13%
GIS
289
Guardian Investor Services
New York
$26K -$937 -52 -4%
NES
290
New England Securities
New York
$25K
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$5.51K +306 +37%
BBHC
292
Brown Brothers Harriman & Co
New York
$20K +$20.4K +1,135 New
GLI
293
Guardian Life Insurance
New York
$19K
TRCT
294
Tower Research Capital (TRC)
New York
$18K -$122K -6,770 -87%
AAM
295
Advisors Asset Management
Colorado
$18K -$33K -1,831 -65%
FHA
296
First Horizon Advisors
Tennessee
$18K
TCOV
297
Trust Company of Vermont
Vermont
$18K
LTFS
298
Ladenburg Thalmann Financial Services
Florida
$17K -$2.47K -137 -13%
W
299
Wealthfront
California
$15K +$14.6K +810 New
VCM
300
Vigilant Capital Management
Maine
$13K -$4.09M -227,301 -100%

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.