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626 hedge funds and large institutions have $16B invested in Jabil in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 177 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $263M | Put options by funds: $118M

63% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 68

22% more capital invested

Capital invested by funds: $13.2B → $16B (+$2.84B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

6% more funds holding

Funds holding: 588626 (+38)

4.17% more ownership

Funds ownership: 92.2%96.37% (+4.2%)

31% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 255

Holders
626
Holders Change
+38
Holders Change %
+6.46%
% of All Funds
9.93%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
111
Increased
177
Reduced
255
Closed
68
Calls
$263M
Puts
$118M
Net Calls
+$145M
Net Calls Change
+$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
401
Advisor Resource Council
Texas
$515K -$26.4K -241 -6%
ECM
402
EMC Capital Management
Texas
$512K -$598K -5,470 -58%
CIP
403
Convergence Investment Partners
Florida
$512K +$15.4K +141 +4%
NP
404
Nilsine Partners
Colorado
$508K -$2.63K -24 -0.6%
VP
405
Verum Partners
North Carolina
$493K -$180K -1,649 -30%
TC
406
TownSquare Capital
Utah
$488K +$26.8K +245 +7%
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$487K +$13.1K +120 +3%
KIA
408
KCM Investment Advisors
California
$485K
William Blair Investment Management
409
William Blair Investment Management
Illinois
$479K +$93.5K +855 +29%
AWP
410
Accretive Wealth Partners
New Jersey
$473K +$408K +3,727 New
MG
411
Mather Group
Illinois
$468K -$43.1K -394 -10%
CIBC Asset Management
412
CIBC Asset Management
Ontario, Canada
$466K -$2.52K -23 -0.6%
Envestnet Portfolio Solutions
413
Envestnet Portfolio Solutions
Illinois
$466K +$401K +3,670 New
AG
414
Ascent Group
Virginia
$462K +$78.1K +714 +24%
BAMF
415
BI Asset Management Fondsmaeglerselskab
Denmark
$461K -$495K -4,524 -55%
EI
416
EDMP Inc
Florida
$453K
PA
417
Profund Advisors
Maryland
$450K -$49.4K -452 -11%
CIM
418
Cambria Investment Management
California
$447K -$67.4K -616 -15%
KWM
419
Kingsview Wealth Management
Oregon
$446K -$16.4K -150 -4%
BTWM
420
Baker Tilly Wealth Management
Wisconsin
$440K -$6.34K -58 -2%
HP
421
Hilltop Partners
Indiana
$437K
FFM
422
Forum Financial Management
Illinois
$423K -$4.05K -37 -1%
CCIA
423
Campbell & Co Investment Adviser
Maryland
$420K -$1.1M -10,061 -75%
BPA
424
Beacon Pointe Advisors
California
$418K +$7.33K +67 +2%
GIA
425
Guyasuta Investment Advisors
Pennsylvania
$410K +$766 +7 +0.2%

JBL Hedge Fund Activity: Q3 2023 in Review

626 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2023, worth a combined $16B — up 22% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new JBL positions and 68 closed out — a net gain of 43 holders — while 177 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Credit Agricole, cutting an estimated $84.1M.

  • 626 institutional investors held Jabil (JBL) as of Q3 2023, up from 588 in Q2 2023.
  • Funds reported $16B of Jabil stock for Q3 2023, up 22% quarter-over-quarter.
  • 111 funds opened new Jabil positions in Q3 2023 and 68 closed out, a net change of +43 holders.
  • The largest Jabil buyer in Q3 2023 was Fidelity Investments, an estimated $158M added.
  • The largest Jabil seller in Q3 2023 was Credit Agricole, an estimated $84.1M sold.

Based on aggregated 13F filings for Q3 2023.