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588 hedge funds and large institutions have $13.2B invested in Jabil in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 161 increasing their positions, 261 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 43

83% more funds holding in top 10

Funds holding in top 10: 1222 (+10)

75% more call options, than puts

Call options by funds: $178M | Put options by funds: $102M

22% more capital invested

Capital invested by funds: $10.8B → $13.2B (+$2.37B)

11% more funds holding

Funds holding: 530588 (+58)

0.57% less ownership

Funds ownership: 92.77%92.2% (-0.57%)

38% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 261

Holders
588
Holders Change
+58
Holders Change %
+10.94%
% of All Funds
9.23%
Holding in Top 10
22
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+83.33%
% of All Funds
0.35%
New
102
Increased
161
Reduced
261
Closed
43
Calls
$178M
Puts
$102M
Net Calls
+$76.1M
Net Calls Change
+$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$860K +$162K +1,845 +30%
IC
327
IEQ Capital
California
$860K -$36.5K -415 -5%
EWA
328
EverSource Wealth Advisors
Alabama
$857K +$2.55K +29 +0.4%
FIM
329
Freedom Investment Management
Connecticut
$854K -$134K -1,526 -16%
SP
330
Symmetry Partners
Connecticut
$850K +$200K +2,270 +40%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$847K +$691K +7,850 New
BC
332
Bartlett & Co
Ohio
$847K +$691K +7,850 New
ProShare Advisors
333
ProShare Advisors
Maryland
$836K -$15.8K -179 -2%
PIMG
334
Patriot Investment Management Group
Tennessee
$831K -$164K -1,857 -19%
AAM
335
Advisors Asset Management
Colorado
$802K +$654K +7,430 New
MSAM
336
Moloney Securities Asset Management
Missouri
$786K -$69.6K -790 -10%
AR
337
Advisory Research
Illinois
$778K +$208K +2,364 +49%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$770K -$19.6K -223 -3%
Capstone Investment Advisors
339
Capstone Investment Advisors
New York
$762K +$621K +7,058 New
YMRC
340
Yorktown Management & Research Company
Virginia
$756K -$176K -2,000 -22%
S
341
SignatureFD
Georgia
$720K +$112K +1,274 +24%
LCGC
342
Legacy Capital Group California
California
$712K +$15.9K +181 +3%
ASN
343
Advisory Services Network
Georgia
$692K +$405K +4,594 +252%
SCM
344
Shelton Capital Management
Colorado
$685K -$30.3K -344 -5%
Simplex Trading
345
Simplex Trading
Illinois
$678K -$1.58M -17,950 -74%
ATC
346
Argent Trust Co
Tennessee
$677K +$552K +6,271 New
Mackenzie Financial
347
Mackenzie Financial
Ontario, Canada
$676K -$33.1K -376 -6%
HNB
348
Huntington National Bank
Ohio
$670K +$10.6K +120 +2%
Lido Advisors
349
Lido Advisors
California
$663K +$40.3K +458 +8%
RJT
350
Raymond James Trust
Florida
$659K +$538K +6,105 New