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318 hedge funds and large institutions have $4.84B invested in Jabil in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more funds holding

Funds holding: 299318 (+19)

0.6% more ownership

Funds ownership: 93.95%94.55% (+0.6%)

3% less capital invested

Capital invested by funds: $5B → $4.84B (-$154M)

7% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 116

71% less call options, than puts

Call options by funds: $14.9M | Put options by funds: $51.3M

Holders
318
Holders Change
+19
Holders Change %
+6.35%
% of All Funds
7.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
48
Increased
108
Reduced
116
Closed
24
Calls
$14.9M
Puts
$51.3M
Net Calls
-$36.4M
Net Calls Change
-$9.94M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
276
OneDigital Investment Advisors
Kansas
$30K +$91 +3 +0.3%
EA
277
Edge Advisors
Georgia
$28K
Barrow, Hanley, Mewhinney & Strauss
278
Barrow, Hanley, Mewhinney & Strauss
Texas
$26K
FPS
279
Fieldpoint Private Securities
Connecticut
$23K +$24K +795 New
WT
280
Whittier Trust
California
$20K
ASN
281
Advisory Services Network
Georgia
$19K -$1.72K -57 -8%
NFG
282
Next Financial Group
Texas
$18K
Loomis, Sayles & Company
283
Loomis, Sayles & Company
Massachusetts
$16K -$7.62K -252 -31%
VFA
284
Valeo Financial Advisors
Indiana
$14K +$14.4K +476 New
IWM
285
IHT Wealth Management
Illinois
$11K
GWM
286
Geneos Wealth Management
Colorado
$11K +$12.1K +400 New
AW
287
Alpha Windward
Massachusetts
$10K
IA
288
IFP Advisors
Florida
$8K -$726 -24 -8%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$7K -$68K -2,248 -90%
WTC
290
WhitTier Trust Company
Nevada
$7K
CHP
291
Cable Hill Partners
Oregon
$7K +$7.2K +238 New
VIA
292
Vantage Investment Advisors
Pennsylvania
$7K +$7.56K +250 New
AIL
293
AGF Investments LLC
Ontario, Canada
$6K -$10.1K -334 -63%
FHA
294
First Horizon Advisors
Tennessee
$6K -$1.21K -40 -16%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$6K
WAM
296
Wealthspire Advisors (Maryland)
Maryland
$6K +$272 +9 +4%
RE
297
RBC Europe
United Kingdom
$5.71K +$6.05K +200 New
IP
298
Intellectus Partners
California
$5K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.23K +173 New
CFG
300
Citizens Financial Group
Rhode Island
$4K

JBL Hedge Fund Activity: Q3 2017 in Review

318 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2017, worth a combined $4.84B — down 3.1% from $5B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new JBL positions and 24 closed out — a net gain of 24 holders — while 108 added to existing stakes and 116 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $65.3M. The largest seller was Boston Partners, cutting an estimated $125M.

  • 318 institutional investors held Jabil (JBL) as of Q3 2017, up from 299 in Q2 2017.
  • Funds reported $4.84B of Jabil stock for Q3 2017, down 3.1% quarter-over-quarter.
  • 48 funds opened new Jabil positions in Q3 2017 and 24 closed out, a net change of +24 holders.
  • The largest Jabil buyer in Q3 2017 was Morgan Stanley, an estimated $65.3M added.
  • The largest Jabil seller in Q3 2017 was Boston Partners, an estimated $125M sold.

Based on aggregated 13F filings for Q3 2017.