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360 hedge funds and large institutions have $4.58B invested in Jabil in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 120 increasing their positions, 110 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 33

13% more funds holding

Funds holding: 318360 (+42)

4.2% more ownership

Funds ownership: 94.55%98.75% (+4.2%)

9% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 110

5% less capital invested

Capital invested by funds: $4.84B → $4.58B (-$260M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

34% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $48M

Holders
360
Holders Change
+42
Holders Change %
+13.21%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
77
Increased
120
Reduced
110
Closed
33
Calls
$31.9M
Puts
$48M
Net Calls
-$16.2M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$5K
FHA
327
First Horizon Advisors
Tennessee
$5K
IP
328
Intellectus Partners
California
$5K
PFGIA
329
Patriot Financial Group Insurance Agency
Massachusetts
$5K
CB
330
Community Bank
New York
$5K +$5.67K +200 New
AssetMark Inc
331
AssetMark Inc
California
$5K +$5.78K +204 New
IWM
332
IHT Wealth Management
Illinois
$4K -$5.98K -211 -59%
CFG
333
Citizens Financial Group
Rhode Island
$4K
GAM
334
Gemmer Asset Management
California
$4K
HFP
335
Holistic Financial Partners
Indiana
$4K +$4.56K +161 New
HR
336
Howe & Rusling
New York
$3K
NCM
337
New Capital Management
Texas
$3K
PMFA
338
Plante Moran Financial Advisors
Michigan
$3K
TWA
339
TCI Wealth Advisors
Arizona
$3K
WTB
340
Washington Trust Bank
Washington
$3K
ST
341
Smithfield Trust
Pennsylvania
$3K +$2.97K +105 New
ADL
342
Asset Dedication LLC
California
$3K +$3.26K +115 New
BBHC
343
Brown Brothers Harriman & Co
New York
$3K +$3.4K +120 New
ME
344
McIlrath & Eck
Washington
$3K +$3.43K +121 New
CMBA
345
C.M. Bidwell & Associates
Hawaii
$2K
PA
346
Parallel Advisors
California
$2K
TFO
347
Tarbox Family Office
California
$2K
FANJ
348
Financial Architects (New Jersey)
New Jersey
$2K +$2.12K +75 New
MOS
349
MGO One Seven
Ohio
$2K +$2.38K +84 New
PO
350
Private Ocean
California
$2K +$2.38K +84 New

JBL Hedge Fund Activity: Q4 2017 in Review

360 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2017, worth a combined $4.58B — down 5.4% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new JBL positions and 33 closed out — a net gain of 44 holders — while 120 added to existing stakes and 110 trimmed.

The largest buyer was Vanguard Group, adding an estimated $30.5M. The largest seller was Fidelity Investments, cutting an estimated $70.9M.

  • 360 institutional investors held Jabil (JBL) as of Q4 2017, up from 318 in Q3 2017.
  • Funds reported $4.58B of Jabil stock for Q4 2017, down 5.4% quarter-over-quarter.
  • 77 funds opened new Jabil positions in Q4 2017 and 33 closed out, a net change of +44 holders.
  • The largest Jabil buyer in Q4 2017 was Vanguard Group, an estimated $30.5M added.
  • The largest Jabil seller in Q4 2017 was Fidelity Investments, an estimated $70.9M sold.

Based on aggregated 13F filings for Q4 2017.