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341 hedge funds and large institutions have $5.59B invested in Jabil in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

61% more capital invested

Capital invested by funds: $3.46B → $5.59B (+$2.13B)

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

10% more funds holding

Funds holding: 311341 (+30)

1.06% more ownership

Funds ownership: 84.39%85.45% (+1.1%)

19% less call options, than puts

Call options by funds: $46.2M | Put options by funds: $57.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
341
Holders Change
+30
Holders Change %
+9.65%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
60
Increased
131
Reduced
115
Closed
28
Calls
$46.2M
Puts
$57.2M
Net Calls
-$11.1M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$34.6M +$18.1M +791,675 +98%
ACM
27
Argent Capital Management
Missouri
$32.8M -$704K -30,875 -2%
AL
28
AJO LP
Pennsylvania
$32.3M +$33.9M +1,487,800 New
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$31.6M -$50.9M -2,234,120 -61%
AQR Capital Management
30
AQR Capital Management
Connecticut
$30.7M +$1.1M +48,100 +4%
PCMI
31
Paradigm Capital Management Inc
New York
$28.9M -$6.46M -283,200 -18%
LSV Asset Management
32
LSV Asset Management
Illinois
$27.8M +$2.54M +111,400 +10%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$27.7M +$874K +38,305 +3%
Morgan Stanley
34
Morgan Stanley
New York
$27.6M +$6.82M +298,836 +31%
CC
35
Chubb Corp
New Jersey
$26M
ACM
36
Apex Capital Management
Ohio
$24.7M +$1.2M +52,828 +5%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$24.5M -$360K -15,787 -1%
TCIM
38
TIAA CREF Investment Management
New York
$24.2M +$14.5M +636,495 +133%
MAA
39
Managed Account Advisors
New Jersey
$23.3M -$658K -28,859 -3%
GC
40
Guggenheim Capital
Illinois
$23.1M +$2.29M +100,291 +10%
SB
41
Suntrust Banks
Georgia
$23M -$150K -6,589 -0.6%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$22M +$1.53M +67,074 +7%
NI
43
Numeric Investors
Massachusetts
$19.8M +$2.82M +123,500 +16%
Legal & General Group
44
Legal & General Group
United Kingdom
$18.5M +$569K +24,959 +3%
BG
45
BlackRock Group
United Kingdom
$17.5M +$609K +26,697 +3%
PCM
46
Penn Capital Management
Pennsylvania
$17.2M -$2.78M -121,697 -13%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$16.8M -$2.88M -126,400 -14%
JP Morgan Chase
48
JP Morgan Chase
New York
$16.7M +$5.36M +235,148 +44%
Goldman Sachs
49
Goldman Sachs
New York
$15.8M +$2.68M +117,651 +19%
FGP
50
Foyston, Gordon, & Payne
Ontario, Canada
$15M -$2.06M -90,420 -12%

JBL Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2013, worth a combined $5.59B — up 61% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBL positions and 28 closed out — a net gain of 32 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $93.4M.

  • 341 institutional investors held Jabil (JBL) as of Q3 2013, up from 311 in Q2 2013.
  • Funds reported $5.59B of Jabil stock for Q3 2013, up 61% quarter-over-quarter.
  • 60 funds opened new Jabil positions in Q3 2013 and 28 closed out, a net change of +32 holders.
  • The largest Jabil buyer in Q3 2013 was Bank of Montreal, an estimated $43.2M added.
  • The largest Jabil seller in Q3 2013 was Fidelity Investments, an estimated $93.4M sold.

Based on aggregated 13F filings for Q3 2013.