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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
PP
426
Prudential plc
United Kingdom
$407K +$64.2K +587 +22%
CA
427
CoreCap Advisors
Michigan
$405K -$90K -823 -20%
RCM
428
Radnor Capital Management
Pennsylvania
$405K +$349K +3,195 New
MM
429
MQS Management
New York
$404K +$348K +3,182 New
FWIA
430
Fort Washington Investment Advisors
Ohio
$403K
NA
431
NewEdge Advisors
Louisiana
$400K -$77.4K -708 -18%
WS
432
Wedbush Securities
California
$399K +$126K +1,151 +58%
AA
433
ALPS Advisors
Colorado
$398K -$81K -741 -19%
DTL
434
Dynamic Technology Lab
Singapore
$395K +$340K +3,110 New
SAM
435
Sawgrass Asset Management
Florida
$393K -$126K -1,153 -27%
HT
436
Headlands Technologies
Illinois
$385K +$278K +2,539 +510%
JWCA
437
J.W. Coons Advisors
Ohio
$381K
SFC
438
SYM Financial Corp
Indiana
$381K +$328K +3,000 New
JCM
439
Jag Capital Management
Missouri
$378K -$17.6K -161 -5%
ISWM
440
Independent Solutions Wealth Management
New York
$377K -$28.2K -258 -8%
PAM
441
Paradigm Asset Management
New York
$368K
VI
442
Versor Investments
New York
$367K -$984K -8,995 -76%
Assenagon Asset Management
443
Assenagon Asset Management
Luxembourg
$366K -$7.73M -70,708 -96%
WWM
444
Western Wealth Management
Colorado
$363K +$25.6K +234 +9%
SFO
445
Stokes Family Office
Louisiana
$363K +$39.4K +360 +14%
IRC
446
Investors Research Corp
Georgia
$358K
UB
447
UMB Bank
Missouri
$355K +$30K +274 +11%
PWPS
448
Pinnacle Wealth Planning Services
Ohio
$354K -$58.3K -533 -16%
AWA
449
Arete Wealth Advisors
Illinois
$354K -$47.4K -433 -13%
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$351K +$30.4K +278 +11%

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.