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353 hedge funds and large institutions have $5.9B invested in Jabil in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $45M | Put options by funds: $16.5M

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

29% more capital invested

Capital invested by funds: $4.58B → $5.9B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 330353 (+23)

0.63% more ownership

Funds ownership: 89.07%89.7% (+0.63%)

11% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 127

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
66
Increased
113
Reduced
127
Closed
42
Calls
$45M
Puts
$16.5M
Net Calls
+$28.4M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$31K
WT
302
Whittier Trust
California
$30K
VCG
303
Vantage Consulting Group
Virginia
$26K +$23.4K +619 New
LFG
304
Larson Financial Group
Missouri
$24K +$38 +1 +0.2%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$21K
NFG
306
Next Financial Group
Texas
$18K +$9.47K +250 +150%
CFFP
307
Center for Financial Planning
Michigan
$17K
EI
308
Ellevest Inc
New York
$17K +$606 +16 +4%
PCG
309
Private Capital Group
Connecticut
$15K
LSA
310
Leonteq Securities AG
Switzerland
$14.7K +$13.1K +345 New
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K
BC
312
Barnett & Company
Tennessee
$12K
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$12K +$8.9K +235 +322%
WTC
314
WhitTier Trust Company
Nevada
$11K
FPS
315
Fieldpoint Private Securities
Connecticut
$11K +$9.66K +255 New
AIG
316
American International Group
New York
$10.3K -$210K -5,543 -2%
IAIM
317
International Assets Investment Management
Florida
$10K +$9.24K +244 New
CB
318
Community Bank
New York
$9K
CFGS
319
Concourse Financial Group Securities
Alabama
$9K
SFS
320
Sowell Financial Services
Arkansas
$9K
ACM
321
AUA Capital Management
Pennsylvania
$9K +$606 +16 +8%
GRP
322
Global Retirement Partners
California
$9K +$1.97K +52 +30%
WFA
323
West Financial Advisors
Iowa
$9K +$7.58K +200 New
CG
324
Cutler Group
California
$8K +$7.58K +200 New
FF
325
FourThought Financial
Florida
$8K +$7.61K +201 New

JBL Hedge Fund Activity: Q4 2020 in Review

353 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2020, worth a combined $5.9B — up 29% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBL positions and 42 closed out — a net gain of 24 holders — while 113 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $47.6M. The largest seller was AQR Capital Management, cutting an estimated $67.6M.

  • 353 institutional investors held Jabil (JBL) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $5.9B of Jabil stock for Q4 2020, up 29% quarter-over-quarter.
  • 66 funds opened new Jabil positions in Q4 2020 and 42 closed out, a net change of +24 holders.
  • The largest Jabil buyer in Q4 2020 was Janus Henderson Group, an estimated $47.6M added.
  • The largest Jabil seller in Q4 2020 was AQR Capital Management, an estimated $67.6M sold.

Based on aggregated 13F filings for Q4 2020.