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342 hedge funds and large institutions have $4.49B invested in Jabil in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $22M | Put options by funds: $16.8M

2% less capital invested

Capital invested by funds: $4.58B → $4.49B (-$92.6M)

5% less funds holding

Funds holding: 360342 (-18)

9.52% less ownership

Funds ownership: 98.75%89.23% (-9.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 52

38% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 156

Holders
342
Holders Change
-18
Holders Change %
-5%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
39
Increased
97
Reduced
156
Closed
52
Calls
$22M
Puts
$16.8M
Net Calls
+$5.23M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
276
Fuller & Thaler Asset Management
California
$66K
GWM
277
Geneos Wealth Management
Colorado
$57K -$10.9K -400 -17%
CAM
278
CenterStar Asset Management
Illinois
$54K
PFA
279
Pathway Financial Advisors
Vermont
$54K
RCAG
280
Rehmann Capital Advisory Group
Michigan
$50K +$47.4K +1,739 New
OIA
281
Optimum Investment Advisors
Illinois
$47K +$44.9K +1,650 New
SWM
282
SeaCrest Wealth Management
New York
$46K -$13.6K -500 -24%
PGWM
283
Parisi Gray Wealth Management
New Jersey
$44K +$981 +36 +2%
Bessemer Group
284
Bessemer Group
New Jersey
$43K
ASN
285
Advisory Services Network
Georgia
$42K +$12.2K +447 +44%
AIL
286
AGF Investments LLC
Ontario, Canada
$42K +$36.8K +1,350 +699%
PCG
287
Private Capital Group
Connecticut
$37K +$3.21K +118 +10%
S
288
SignatureFD
Georgia
$32K +$30.8K +1,131 New
SWP
289
Stratos Wealth Partners
Ohio
$30K -$9.1K -334 -24%
OIA
290
OneDigital Investment Advisors
Kansas
$30K +$82 +3 +0.3%
Loomis, Sayles & Company
291
Loomis, Sayles & Company
Massachusetts
$30K +$2.31K +85 +9%
1832 Asset Management
292
1832 Asset Management
Ontario, Canada
$29K
EA
293
Edge Advisors
Georgia
$28K
Barrow, Hanley, Mewhinney & Strauss
294
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K
HIIFS
295
Harel Insurance Investments & Financial Services
Israel
$26K -$69.5K -2,550 -74%
FPS
296
Fieldpoint Private Securities
Connecticut
$23K
CG
297
Cutler Group
California
$21K -$356K -13,084 -95%
WT
298
Whittier Trust
California
$21K
LF
299
Lee Financial
Texas
$15K +$7.16K +263 +102%
JG
300
Jefferies Group
New York
$11K -$11M -402,792 -100%

JBL Hedge Fund Activity: Q1 2018 in Review

342 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2018, worth a combined $4.49B — down 2% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of JBL and 39 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $255M.

  • 342 institutional investors held Jabil (JBL) as of Q1 2018, down from 360 in Q4 2017.
  • Funds reported $4.49B of Jabil stock for Q1 2018, down 2% quarter-over-quarter.
  • 39 funds opened new Jabil positions in Q1 2018 and 52 closed out, a net change of -13 holders.
  • The largest Jabil buyer in Q1 2018 was Citadel Advisors, an estimated $26M added.
  • The largest Jabil seller in Q1 2018 was Fidelity Investments, an estimated $255M sold.

Based on aggregated 13F filings for Q1 2018.