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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$11K
LWA
302
Lenox Wealth Advisors
New York
$11K +$7.79K +286 +318%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$8K -$545 -20 -7%
WDL
304
Well Done LLC
Michigan
$8K +$7.49K +275 New
CHP
305
Cable Hill Partners
Oregon
$7K
WTC
306
WhitTier Trust Company
Nevada
$7K
WAM
307
Wealthspire Advisors (Maryland)
Maryland
$6K -$245 -9 -4%
CB
308
Community Bank
New York
$6K
FHA
309
First Horizon Advisors
Tennessee
$6K
IA
310
IFP Advisors
Florida
$6K
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$6K
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$6K
AssetMark Inc
313
AssetMark Inc
California
$6K +$191 +7 +3%
FMA
314
FNY Managed Accounts
New York
$6K +$6.18K +227 New
RE
315
RBC Europe
United Kingdom
$5.75K
VFA
316
Valeo Financial Advisors
Indiana
$5K -$8.09K -297 -62%
HFP
317
Holistic Financial Partners
Indiana
$5K
IP
318
Intellectus Partners
California
$5K
PMFA
319
Plante Moran Financial Advisors
Michigan
$5K +$1.69K +62 +51%
VCM
320
Virtue Capital Management
Tennessee
$4K -$452K -16,588 -99%
VIA
321
Vantage Investment Advisors
Pennsylvania
$4K -$3.4K -125 -50%
GAM
322
Gemmer Asset Management
California
$4K
IWM
323
IHT Wealth Management
Illinois
$4K
PA
324
Parallel Advisors
California
$4K +$2.04K +75 +97%
ADL
325
Asset Dedication LLC
California
$3K

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.