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Jabil
JBL

681 hedge funds and large institutions have $15.4B invested in Jabil in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 193 increasing their positions, 292 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 68

52% more call options, than puts

Call options by funds: $285M | Put options by funds: $188M

9% more funds holding

Funds holding: 626 → 681 (+55)

4% less capital invested

Capital invested by funds: $16B → $15.4B (-$630M)

2.5% less ownership

Funds ownership: 96.37% → 93.88% (-2.5%)

34% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 292

50% less funds holding in top 10

Funds holding in top 10: 24 → 12 (-12)

Holders
681
Holders Change
+55
Holders Change %
+8.79%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
128
Increased
193
Reduced
292
Closed
68
Calls
$285M
Puts
$188M
Net Calls
+$97.4M
Net Calls Change
-$47.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$395M
2
Morgan Stanley
Morgan Stanley
New York
+$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$182M
4
State Street
State Street
Massachusetts
+$142M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$446M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
TYCC
Texas Yale Capital Corp
Florida
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
276
Cornercap Investment Counsel
Georgia
$1.76M -$1.08M -8,448 -38%
PP
277
PDT Partners
New York
$1.74M -$421K -3,305 -19%
Mariner
278
Mariner
Kansas
$1.73M -$77.5K -609 -4%
AWM
279
AE Wealth Management
Kansas
$1.72M -$4.03M -31,679 -69%
CC
280
Centiva Capital
New York
$1.67M +$812K +6,377 +95%
Wealth Enhancement Advisory Services
281
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$34.8K -273 -2%
AIA
282
Affinity Investment Advisors
California
$1.64M -$307K -2,410 -16%
AO
283
Advisor OS
Illinois
$1.61M +$1.61M +12,642 New
DM
284
Delphi Management
Massachusetts
$1.56M -$163K -1,280 -9%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$1.54M +$249K +1,957 +19%
VIM
286
Vinva Investment Management
Australia
$1.53M +$37.9K +298 +3%
Walleye Capital
287
Walleye Capital
New York
$1.53M +$1.53M +11,993 New
HIS
288
Harvest Investment Services
Illinois
$1.51M +$1.51M +11,867 New
Assenagon Asset Management
289
Assenagon Asset Management
Luxembourg
$1.51M +$1.14M +8,965 +310%
MCM
290
MAI Capital Management
Ohio
$1.51M +$165K +1,299 +12%
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$1.49M +$411K +3,228 +38%
EGM
292
Engineers Gate Manager
New York
$1.49M +$1.49M +11,709 New
SP
293
Symmetry Partners
Connecticut
$1.47M +$42.9K +337 +3%
EMPI
294
Elo Mutual Pension Insurance
Finland
$1.46M +$64.6K +507 +5%
SPA
295
Sherbrooke Park Advisers
New York
$1.45M +$1.45M +11,378 New
SBF
296
Sara-Bay Financial
Florida
$1.42M -$438K -3,442 -24%
Aberdeen Group
297
Aberdeen Group
United Kingdom
$1.42M +$1.21M +9,508 +581%
AAM
298
Advisors Asset Management
Colorado
$1.41M +$238K +1,870 +20%
RIM
299
Redwood Investment Management
Arizona
$1.41M -$207K -1,622 -13%
CAM
300
Cresset Asset Management
Illinois
$1.4M -$282K -2,218 -17%
10 11
12
13 14

JBL Hedge Fund Activity: Q4 2023 in Review

681 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2023, worth a combined $15.4B — down 3.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new JBL positions and 68 closed out — a net gain of 60 holders — while 193 added to existing stakes and 292 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $395M. The largest seller was BlackRock, cutting an estimated $446M.

  • 681 institutional investors held Jabil (JBL) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $15.4B of Jabil stock for Q4 2023, down 3.9% quarter-over-quarter.
  • 128 funds opened new Jabil positions in Q4 2023 and 68 closed out, a net change of +60 holders.
  • The largest Jabil buyer in Q4 2023 was JP Morgan Chase, an estimated $395M added.
  • The largest Jabil seller in Q4 2023 was BlackRock, an estimated $446M sold.

Based on aggregated 13F filings for Q4 2023.