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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
CMBA
326
C.M. Bidwell & Associates
Hawaii
$3K
ST
327
Smithfield Trust
Pennsylvania
$3K
TWA
328
TCI Wealth Advisors
Arizona
$3K
WTB
329
Washington Trust Bank
Washington
$3K
APP
330
Avantax Planning Partners
Iowa
$3K +$2.42K +89 New
FC
331
Ferris Capital
Massachusetts
$3K +$3.1K +114 New
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.81K -103 -60%
HR
333
Howe & Rusling
New York
$2K -$1.06K -39 -34%
MOS
334
MGO One Seven
Ohio
$2K -$109 -4 -5%
TFO
335
Tarbox Family Office
California
$2K
BBHC
336
Brown Brothers Harriman & Co
New York
$1K -$2.59K -95 -79%
CAW
337
Cornerstone Advisors (Washington)
Washington
$1K +$1.03K +38 New
CFA
338
Carroll Financial Associates
North Carolina
$1K +$1.14K +42 New
SWA
339
Sutton Wealth Advisors
Florida
$575
Nomura Holdings
340
Nomura Holdings
Japan
$404 -$939K -34,467 -71%
NAM
341
NorthCoast Asset Management
Connecticut
-$24.7M -940,389 Closed
Voloridge Investment Management
342
Voloridge Investment Management
Florida
-$11.6M -442,731 Closed
Assenagon Asset Management
343
Assenagon Asset Management
Luxembourg
-$11.4M -435,758 Closed
CG
344
Clinton Group
New York
-$7.89M -300,570 Closed
HT
345
HAP Trading
New York
-$6.49M -247,225 Closed
EGM
346
Engineers Gate Manager
New York
-$4.14M -157,914 Closed
LCM
347
Laurion Capital Management
New York
-$3.39M -129,042 Closed
APG Asset Management
348
APG Asset Management
Netherlands
-$2.63M -120,500 Closed
PP
349
Prudential plc
United Kingdom
-$2.96M -112,730 Closed
HSA
350
Hussman Strategic Advisors
Maryland
-$2.63M -100,000 Closed

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.