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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
BPBT
326
Boston Private Bank & Trust
Massachusetts
$22K
TCOV
327
Trust Company of Vermont
Vermont
$22K
Envestnet Asset Management
328
Envestnet Asset Management
Illinois
$21K +$22.2K +975 +97,500%
AF
329
Arrow Financial
New York
$20K +$20.5K +900 New
FHA
330
First Horizon Advisors
Tennessee
$19K
FNBT
331
FineMark National Bank & Trust
Florida
$17K -$45.6K -2,000 -72%
NES
332
New England Securities
New York
$15K +$15.3K +671 New
HF
333
Hoxton Financial
West Virginia
$13K +$4.51K +198 +48%
SNT
334
Security National Trust
West Virginia
$7K
Manulife (Manufacturers Life Insurance)
335
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.28K +$163K +7,159 +4%
MCM
336
Manchester Capital Management
Vermont
$4K
EWM
337
Evercore Wealth Management
New York
$3K +$3.01K +132 New
Victory Capital Management
338
Victory Capital Management
Texas
$3K +$3.81K +167 New
PIM
339
Profit Investment Management
Maryland
$2.68K -$109K -4,800 -4%
PTC
340
Private Trust Company
Ohio
$2K
WA
341
WFG Advisors
Texas
$1K
CC
342
Carlson Capital
Texas
-$16.1M -787,710 Closed
CLM
343
ClearBridge LLC (Maryland)
Maryland
-$5.26M -258,000 Closed
SM
344
SLS Management
New York
-$4.87M -238,994 Closed
BB
345
Bell Bank
North Dakota
-$2.74M -134,519 Closed
SCM
346
Sigma Capital Management
Connecticut
-$2.14M -105,000 Closed
COPM
347
Charter Oak Partners Management
Connecticut
-$2.1M -103,029 Closed
SONJCPFA
348
State of New Jersey Common Pension Fund A
New Jersey
-$2.04M -100,000 Closed
PP
349
PDT Partners
New York
-$1.28M -62,900 Closed
IPRC
350
Indices-Pac Research Corporation
New Jersey
-$1.23M -60,305 Closed

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.