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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
LC
326
Lindbrook Capital
California
$7K
GAM
327
Gemmer Asset Management
California
$6K
SN
328
Sittner & Nelson
Oregon
$6K +$5.68K +150 New
AF
329
Advisornet Financial
Minnesota
$5K
ADL
330
Asset Dedication LLC
California
$5K
ME
331
McIlrath & Eck
Washington
$5K
PA
332
Parallel Advisors
California
$4K
BCA
333
Berman Capital Advisors
Georgia
$4K +$455 +12 +12%
FTDI
334
First Trust Direct Indexing
Massachusetts
$4K +$3.18K +84 New
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$4K +$3.79K +100 New
CTB
336
Country Trust Bank
Illinois
$3K
EARNEST Partners
337
EARNEST Partners
Georgia
$3K
AssetMark Inc
338
AssetMark Inc
California
$3K +$38 +1 +2%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.5K +66 New
MAM
340
McCarthy Asset Management
California
$3K +$2.65K +70 New
ICP
341
Interchange Capital Partners
Pennsylvania
$2K +$1.97K +52 New
BCWM
342
Bartlett & Co Wealth Management
Ohio
$1.06K +$947 +25 New
PFBT
343
Parkside Financial Bank & Trust
Missouri
$1K
RG
344
Retirement Group
California
$1K
RWA
345
Ropes Wealth Advisors
Massachusetts
$1K +$530 +14 New
FGAM
346
Financial Gravity Asset Management
Texas
$1K +$720 +19 New
BC
347
Bartlett & Co
Ohio
$1K +$947 +25 New
CCA
348
Childress Capital Advisors
Texas
$1K +$1.14K +30 New
TPCW
349
TD Private Client Wealth
New York
$298
WMSA
350
Weiss Multi-Strategy Advisers
New York
-$17.1M -500,000 Closed

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.