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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
PWM
451
Paulson Wealth Management
Illinois
$348K +$41.9K +383 +16%
QC
452
Quent Capital
New York
$344K +$7.98K +73 +3%
SSWM
453
Smith Salley Wealth Management
North Carolina
$342K -$164K -1,500 -36%
BFG
454
Bleakley Financial Group
New Jersey
$342K +$295K +2,696 New
SS
455
Simplicity Solutions
Minnesota
$342K +$295K +2,696 New
BBHC
456
Brown Brothers Harriman & Co
New York
$341K
O
457
Ossiam
France
$340K -$11.3K -103 -4%
CI Investments Inc
458
CI Investments Inc
Ontario, Canada
$339K -$276K -2,521 -49%
ETC
459
Exchange Traded Concepts
Oklahoma
$334K +$288K +2,631 New
BJL
460
Brighton Jones LLC
Washington
$332K +$23.7K +217 +9%
BCI
461
Brinker Capital Investments
Pennsylvania
$329K +$37.1K +339 +15%
OPS
462
Orion Portfolio Solutions
Nebraska
$329K +$37.1K +339 +15%
PFS
463
Prospera Financial Services
Texas
$323K -$7.87K -72 -3%
PWS
464
Precision Wealth Strategies
Missouri
$318K +$274K +2,505 New
FAM
465
Flaharty Asset Management
Florida
$314K
IAA
466
Independent Advisor Alliance
North Carolina
$310K
NRD
467
Nebula Research & Development
New York
$297K -$161K -1,473 -39%
VI
468
Vestcor Inc
New Brunswick, Canada
$291K +$251K +2,296 New
IFG
469
Independent Financial Group
California
$290K -$94.7K -866 -27%
TCA
470
Transcend Capital Advisors
New Jersey
$289K -$10.9K -100 -4%
BTI
471
Blue Trust Inc
Georgia
$287K +$184K +1,682 +173%
BWM
472
Baron Wealth Management
Michigan
$285K
Empower Advisory Group
473
Empower Advisory Group
Colorado
$283K +$244K +2,230 New
SFA
474
Sequoia Financial Advisors
Ohio
$279K +$240K +2,197 New
BMSSC
475
B. Metzler seel. Sohn & Co
Germany
$273K +$235K +2,151 New

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.