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353 hedge funds and large institutions have $5.9B invested in Jabil in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $45M | Put options by funds: $16.5M

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

29% more capital invested

Capital invested by funds: $4.58B → $5.9B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 330353 (+23)

0.63% more ownership

Funds ownership: 89.07%89.7% (+0.63%)

11% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 127

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
66
Increased
113
Reduced
127
Closed
42
Calls
$45M
Puts
$16.5M
Net Calls
+$28.4M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$45.3M +$1.49M +39,443 +4%
Charles Schwab
27
Charles Schwab
California
$40.6M -$1.03M -27,110 -3%
VLKIM
28
Van Lanschot Kempen Investment Management
Netherlands
$40.2M +$7.66M +202,079 +27%
SC
29
Shellback Capital
Massachusetts
$40.2M +$6.56M +173,166 +22%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$38.5M +$2.09M +55,153 +6%
First Trust Advisors
31
First Trust Advisors
Illinois
$37.2M +$8.45M +223,043 +34%
Bank of America
32
Bank of America
North Carolina
$35.3M +$538K +14,206 +2%
N
33
Nuveen
North Carolina
$32.6M -$6.23M -164,406 -18%
Citadel Advisors
34
Citadel Advisors
Florida
$29.6M -$782K -20,636 -3%
PPA
35
Parametric Portfolio Associates
Washington
$29.5M +$2.05M +54,012 +8%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$28.9M -$946K -24,975 -4%
JP Morgan Chase
37
JP Morgan Chase
New York
$27.7M -$2.04M -53,805 -8%
Allianz Asset Management
38
Allianz Asset Management
Germany
$27.6M -$2.38M -62,718 -9%
PCMI
39
Paradigm Capital Management Inc
New York
$27.5M -$1.65M -43,500 -6%
SO
40
STRS Ohio
Ohio
$26.1M -$276K -7,286 -1%
Morgan Stanley
41
Morgan Stanley
New York
$21.5M +$2.11M +55,694 +12%
FP
42
Foundry Partners
Minnesota
$20.9M +$1.89M +49,854 +11%
MSL
43
Mackay Shields LLC
New York
$20.8M -$4.24M -111,968 -19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.8M +$75.6K +1,996 +0.5%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$18.4M +$727K +19,197 +5%
HRCM
46
Hood River Capital Management
Florida
$18.3M +$16.3M +430,922 New
Ameriprise
47
Ameriprise
Minnesota
$18.3M -$2.09M -55,128 -11%
Principal Financial Group
48
Principal Financial Group
Iowa
$17.1M -$190K -5,016 -1%
NGM
49
North Growth Management
British Columbia, Canada
$16.2M -$1.14M -30,000 -7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$16.2M +$891K +23,529 +7%

JBL Hedge Fund Activity: Q4 2020 in Review

353 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2020, worth a combined $5.9B — up 29% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBL positions and 42 closed out — a net gain of 24 holders — while 113 added to existing stakes and 127 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $47.6M. The largest seller was AQR Capital Management, cutting an estimated $67.6M.

  • 353 institutional investors held Jabil (JBL) as of Q4 2020, up from 330 in Q3 2020.
  • Funds reported $5.9B of Jabil stock for Q4 2020, up 29% quarter-over-quarter.
  • 66 funds opened new Jabil positions in Q4 2020 and 42 closed out, a net change of +24 holders.
  • The largest Jabil buyer in Q4 2020 was Janus Henderson Group, an estimated $47.6M added.
  • The largest Jabil seller in Q4 2020 was AQR Capital Management, an estimated $67.6M sold.

Based on aggregated 13F filings for Q4 2020.