We are live on ! Find out more

341 hedge funds and large institutions have $5.59B invested in Jabil in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

61% more capital invested

Capital invested by funds: $3.46B → $5.59B (+$2.13B)

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

10% more funds holding

Funds holding: 311341 (+30)

1.06% more ownership

Funds ownership: 84.39%85.45% (+1.1%)

19% less call options, than puts

Call options by funds: $46.2M | Put options by funds: $57.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
341
Holders Change
+30
Holders Change %
+9.65%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
60
Increased
131
Reduced
115
Closed
28
Calls
$46.2M
Puts
$57.2M
Net Calls
-$11.1M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
301
Aviance Capital Management
Florida
$164K +$1.87K +82 +1%
FMA
302
FNY Managed Accounts
New York
$141K +$148K +6,500 New
MERSOM
303
Municipal Employees' Retirement System of Michigan
Michigan
$132K +$139K +6,100 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$131K +$3.38K +148 +3%
PMAM
305
Picton Mahoney Asset Management
Ontario, Canada
$108K +$114K +5,000 New
PAM
306
PartnerRe Asset Management
Connecticut
$102K -$14.2K -621 -12%
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$100K +$105K +4,591 New
OMCS
308
Old Mutual Customised Solutions
South Africa
$87K -$50.2K -2,200 -35%
AAM
309
Advisors Asset Management
Colorado
$76K -$27.9K -1,225 -26%
QBFM
310
QS Batterymarch Financial Management
New York
$74K -$4.67K -205 -6%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$63K
DADC
312
D.A. Davidson & Co
Montana
$62K +$20.9K +918 +47%
IMS
313
Index Management Solutions
Pennsylvania
$61K +$64K +2,805 New
BA
314
BlackRock Advisors
Delaware
$50K
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$50K +$26.8K +1,177 +105%
LIA
316
LS Investment Advisors
Michigan
$50K +$28.3K +1,242 +116%
NYLT
317
New York Life Trust
New York
$44K +$46.2K +2,026 New
CTC
318
Central Trust Company
Missouri
$41K
IRS
319
Invictus RG (Singapore)
Singapore
$39K +$41.1K +1,804 New
Creative Planning
320
Creative Planning
Kansas
$38K +$6.86K +301 +20%
TSW
321
Thompson Siegel & Walmsley
Virginia
$37K
LTFS
322
Ladenburg Thalmann Financial Services
Florida
$35K +$844 +37 +2%
GIS
323
Guardian Investor Services
New York
$32K -$388 -17 -1%
DBT
324
Dubuque Bank & Trust
Iowa
$30K +$31.6K +1,386 New
WT
325
Whittier Trust
California
$25K

JBL Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2013, worth a combined $5.59B — up 61% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBL positions and 28 closed out — a net gain of 32 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $93.4M.

  • 341 institutional investors held Jabil (JBL) as of Q3 2013, up from 311 in Q2 2013.
  • Funds reported $5.59B of Jabil stock for Q3 2013, up 61% quarter-over-quarter.
  • 60 funds opened new Jabil positions in Q3 2013 and 28 closed out, a net change of +32 holders.
  • The largest Jabil buyer in Q3 2013 was Bank of Montreal, an estimated $43.2M added.
  • The largest Jabil seller in Q3 2013 was Fidelity Investments, an estimated $93.4M sold.

Based on aggregated 13F filings for Q3 2013.