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315 hedge funds and large institutions have $3.07B invested in Jabil in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $24.7M

1% more capital invested

Capital invested by funds: $3.04B → $3.07B (+$32.5M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

1.54% less ownership

Funds ownership: 84.52%82.98% (-1.5%)

8% less funds holding

Funds holding: 343315 (-28)

41% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 59

Holders
315
Holders Change
-28
Holders Change %
-8.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
116
Reduced
124
Closed
59
Calls
$30.3M
Puts
$24.7M
Net Calls
+$5.6M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$13K
BPBT
302
Boston Private Bank & Trust
Massachusetts
$9K -$12.8K -711 -59%
TWM
303
Torch Wealth Management
Ohio
$6K +$6.3K +350 New
PIM
304
Parasol Investment Management
Illinois
$5K
TT
305
Tiedemann Trust
Delaware
$4.86K +$2.35M +130,582 +94%
Manulife (Manufacturers Life Insurance)
306
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.36K +$150K +8,325 +5%
PTC
307
Private Trust Company
Ohio
$3K +$2.63K +146 New
PIA
308
Piedmont Investment Advisors
North Carolina
$2.61K +$2.61K +145 New
HR
309
Howe & Rusling
New York
$2K +$2.25K +125 New
WA
310
WFG Advisors
Texas
$1K -$12.3K -683 -91%
MCM
311
Manchester Capital Management
Vermont
$1K -$2.4K -133 -70%
TFO
312
Tarbox Family Office
California
$1K
FCCM
313
First City Capital Management
Georgia
$738 +$738 +41 New
GCM
314
Glenview Capital Management
New York
-$49.2M -2,822,181 Closed
HCM
315
Highbridge Capital Management
New York
-$14.7M -841,245 Closed
AL
316
AJO LP
Pennsylvania
-$11.3M -649,100 Closed
BGIM
317
Brandywine Global Investment Management
Pennsylvania
-$7.03M -402,948 Closed
GACM
318
Green Arrow Capital Management
New York
-$6.55M -375,756 Closed
NM
319
Nokota Management
New York
-$6.54M -375,000 Closed
Axa
320
Axa
France
-$5.33M -305,596 Closed
DCM
321
Dynamic Capital Management
Jersey
-$5.08M -291,300 Closed
PG
322
PEAK6 Group
Illinois
-$3.93M -218,307 Closed
Fisher Asset Management
323
Fisher Asset Management
Washington
-$3.66M -209,920 Closed
Capital Fund Management (CFM)
324
Capital Fund Management (CFM)
France
-$3.48M -199,483 Closed
FQ
325
First Quadrant
California
-$2.92M -167,200 Closed

JBL Hedge Fund Activity: Q1 2014 in Review

315 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2014, worth a combined $3.07B — up 1.1% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of JBL and 35 opened new positions — a net loss of 24 holders — while 124 trimmed existing stakes and 116 added.

The largest buyer was Boston Partners, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $57.4M.

  • 315 institutional investors held Jabil (JBL) as of Q1 2014, down from 343 in Q4 2013.
  • Funds reported $3.07B of Jabil stock for Q1 2014, up 1.1% quarter-over-quarter.
  • 35 funds opened new Jabil positions in Q1 2014 and 59 closed out, a net change of -24 holders.
  • The largest Jabil buyer in Q1 2014 was Boston Partners, an estimated $137M added.
  • The largest Jabil seller in Q1 2014 was Fidelity Investments, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2014.