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Jabil
JBL

417 hedge funds and large institutions have $8.76B invested in Jabil in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 112 increasing their positions, 160 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $59.1M | Put options by funds: $15.6M

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

17% more capital invested

Capital invested by funds: $7.46B → $8.76B (+$1.3B)

9% more funds holding

Funds holding: 381 → 417 (+36)

1.07% less ownership

Funds ownership: 87.63% → 86.56% (-1.1%)

30% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 160

Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
82
Increased
112
Reduced
160
Closed
41
Calls
$59.1M
Puts
$15.6M
Net Calls
+$43.5M
Net Calls Change
+$28.8M

Top Buyers

1
NCA
Newbrook Capital Advisors
New York
+$51.8M
2
SCM
Simcoe Capital Management
New York
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$42.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$34.3M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$16.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.8M
2
Millennium Management
Millennium Management
New York
-$37M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$35.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$33.2M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$56.6M -$3.61M -57,090 -7%
SCM
27
Simcoe Capital Management
New York
$52M +$46.7M +738,670 New
Allianz Asset Management
28
Allianz Asset Management
Germany
$47.2M +$7.22M +114,277 +21%
Morgan Stanley
29
Morgan Stanley
New York
$45.6M -$3.26M -51,520 -7%
PCMI
30
Paradigm Capital Management Inc
New York
$45.5M -$65.3K -1,034 -0.2%
Adage Capital Partners
31
Adage Capital Partners
Massachusetts
$44.6M -$35.6M -562,778 -47%
PPA
32
Parametric Portfolio Associates
Washington
$42.5M +$3.97M +62,846 +12%
SO
33
STRS Ohio
Ohio
$41.1M -$85.2K -1,348 -0.2%
Invesco
34
Invesco
Georgia
$39.7M -$13.6M -214,845 -28%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$35.9M +$206K +3,265 +0.6%
Principal Financial Group
36
Principal Financial Group
Iowa
$34.6M -$941K -14,899 -3%
First Trust Advisors
37
First Trust Advisors
Illinois
$33.8M -$20M -315,828 -40%
N
38
Nuveen
North Carolina
$31.4M -$3.08M -48,667 -10%
UBS AM
39
UBS AM
Illinois
$30.8M +$8.13M +128,647 +42%
GLA
40
Great Lakes Advisors
Illinois
$28.8M +$331K +5,235 +1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$28.1M -$226K -3,577 -0.9%
NGM
42
North Growth Management
British Columbia, Canada
$27.1M – – –
KBC Group
43
KBC Group
Belgium
$24.8M +$1.26M +19,948 +6%
American Century Companies
44
American Century Companies
Missouri
$24.6M -$16.3M -257,792 -42%
JP Morgan Chase
45
JP Morgan Chase
New York
$23.9M -$214K -3,394 -1%
Victory Capital Management
46
Victory Capital Management
Texas
$22.8M +$7.14M +112,956 +54%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$22.4M -$1.21M -19,148 -6%
Swiss National Bank
48
Swiss National Bank
Switzerland
$21.4M -$474K -7,500 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$21.1M -$398K -6,295 -2%
Legal & General Group
50
Legal & General Group
United Kingdom
$19.8M -$535K -8,470 -3%
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JBL Hedge Fund Activity: Q4 2021 in Review

417 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2021, worth a combined $8.76B — up 17% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JBL positions and 41 closed out — a net gain of 41 holders — while 112 added to existing stakes and 160 trimmed.

The largest buyer was Newbrook Capital Advisors, opening a new position worth an estimated $51.8M. The largest seller was Bank of Montreal, cutting an estimated $69.8M.

  • 417 institutional investors held Jabil (JBL) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $8.76B of Jabil stock for Q4 2021, up 17% quarter-over-quarter.
  • 82 funds opened new Jabil positions in Q4 2021 and 41 closed out, a net change of +41 holders.
  • The largest Jabil buyer in Q4 2021 was Newbrook Capital Advisors, an estimated $51.8M added.
  • The largest Jabil seller in Q4 2021 was Bank of Montreal, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2021.