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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
AF
276
Arrow Financial
New York
$76K
Toronto Dominion Bank
277
Toronto Dominion Bank
Ontario, Canada
$73K +$9.18K +494 +16%
Nordea Investment Management
278
Nordea Investment Management
Sweden
$61K
VFA
279
Virtus Fund Advisers
Connecticut
$61K +$54.3K +2,920 New
QI
280
QS Investors
New York
$55K +$49.2K +2,647 New
BA
281
BlackRock Advisors
Delaware
$46K
IRS
282
Invictus RG (Singapore)
Singapore
$44K -$61.3K -3,299 -61%
MFS
283
MSI Financial Services
Massachusetts
$42K +$37.2K +2,000 New
ARMT
284
Amica Retiree Medical Trust
Rhode Island
$37K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$36K
OIA
286
Optimum Investment Advisors
Illinois
$34K -$80.6K -4,335 -72%
CTC
287
Central Trust Company
Missouri
$32K
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$32K +$11.1K +597 +64%
IPC
289
Independent Portfolio Consultants
Florida
$32K +$28.1K +1,510 New
TRCT
290
Tower Research Capital (TRC)
New York
$30K +$8.29K +446 +44%
GIS
291
Guardian Investor Services
New York
$29K -$558 -30 -2%
BRWA
292
B. Riley Wealth Advisors
Florida
$25.1K +$22.3K +1,200 New
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
GLI
294
Guardian Life Insurance
New York
$22K +$428 +23 +2%
AAM
295
Advisors Asset Management
Colorado
$21K
TCOV
296
Trust Company of Vermont
Vermont
$21K
CIP
297
Chartwell Investment Partners
Pennsylvania
$19K -$767K -41,265 -98%
LBG
298
Lloyds Banking Group
United Kingdom
$15K -$1.39M -74,752 -99%
WT
299
Whittier Trust
California
$15K
W
300
Wealthfront
California
$14K -$2.53K -136 -17%

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.