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530 hedge funds and large institutions have $10.8B invested in Jabil in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 160 increasing their positions, 221 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 58

36% more capital invested

Capital invested by funds: $7.96B → $10.8B (+$2.85B)

21% more call options, than puts

Call options by funds: $95.2M | Put options by funds: $78.5M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

3.48% more ownership

Funds ownership: 89.29%92.77% (+3.5%)

3% more funds holding

Funds holding: 516530 (+14)

28% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 221

Holders
530
Holders Change
+14
Holders Change %
+2.71%
% of All Funds
8.45%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
81
Increased
160
Reduced
221
Closed
58
Calls
$95.2M
Puts
$78.5M
Net Calls
+$16.8M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
401
Atom Investors
Texas
$231K -$62.7K -779 -23%
KI
402
Kapitalo Investimentos
Brazil
$228K +$209K +2,591 New
HI
403
Humankind Investments
New York
$227K -$47.1K -585 -19%
SFO
404
Stokes Family Office
Louisiana
$224K +$204K +2,538 New
FAM
405
Flaharty Asset Management
Florida
$218K +$199K +2,477 New
AG
406
Ascent Group
Virginia
$218K +$199K +2,475 New
TCA
407
Transcend Capital Advisors
New Jersey
$218K +$199K +2,468 New
ES
408
Eagle Strategies
New York
$216K +$198K +2,453 New
IAA
409
Independent Advisor Alliance
North Carolina
$216K +$197K +2,446 New
PWS
410
Precision Wealth Strategies
Missouri
$214K +$195K +2,423 New
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$213K -$644 -8 -0.3%
JCM
412
Jag Capital Management
Missouri
$211K +$193K +2,396 New
BJL
413
Brighton Jones LLC
Washington
$210K +$192K +2,378 New
PTC
414
Petrus Trust Company
Texas
$208K -$366K -4,546 -66%
CAM
415
Claret Asset Management
Quebec, Canada
$207K +$189K +2,343 New
KCM
416
Kathmere Capital Management
Pennsylvania
$206K +$189K +2,341 New
PI
417
PFG Investments
New York
$204K +$186K +2,314 New
TPCW
418
TD Private Client Wealth
New York
$203K -$35.4K -439 -16%
BCI
419
Brinker Capital Investments
Pennsylvania
$202K +$185K +2,295 New
OPS
420
Orion Portfolio Solutions
Nebraska
$202K +$185K +2,295 New
BC
421
Brookfield Corp
Ontario, Canada
$202K +$184K +2,289 New
Pacer Advisors
422
Pacer Advisors
Pennsylvania
$190K -$2.34M -29,096 -93%
CL
423
CSS LLC
Illinois
$189K +$173K +2,147 New
UB
424
UMB Bank
Missouri
$184K -$564 -7 -0.3%
ASN
425
Advisory Services Network
Georgia
$161K +$6.04K +75 +4%