We are live on ! Find out more
JBL icon

Jabil
JBL

681 hedge funds and large institutions have $15.4B invested in Jabil in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 193 increasing their positions, 292 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 68

52% more call options, than puts

Call options by funds: $285M | Put options by funds: $188M

9% more funds holding

Funds holding: 626 → 681 (+55)

4% less capital invested

Capital invested by funds: $16B → $15.4B (-$630M)

2.5% less ownership

Funds ownership: 96.37% → 93.88% (-2.5%)

34% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 292

50% less funds holding in top 10

Funds holding in top 10: 24 → 12 (-12)

Holders
681
Holders Change
+55
Holders Change %
+8.79%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
128
Increased
193
Reduced
292
Closed
68
Calls
$285M
Puts
$188M
Net Calls
+$97.4M
Net Calls Change
-$47.7M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$395M
2
Morgan Stanley
Morgan Stanley
New York
+$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$182M
4
State Street
State Street
Massachusetts
+$142M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$117M

Top Sellers

1
BlackRock
BlackRock
New York
-$446M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
TYCC
Texas Yale Capital Corp
Florida
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$100M +$2.5M +19,611 +3%
PIMC
27
Praesidium Investment Management Company
New York
$98.7M -$13.1M -102,846 -12%
Boston Partners
28
Boston Partners
Massachusetts
$91.9M -$64.7M -507,989 -41%
GT
29
Glenmede Trust
Pennsylvania
$87.3M -$11.1M -87,519 -11%
PCMI
30
Paradigm Capital Management Inc
New York
$74.5M – – –
VLKIM
31
Van Lanschot Kempen Investment Management
Netherlands
$67.2M -$38.9M -305,274 -37%
Millennium Management
32
Millennium Management
New York
$66.2M +$32.8M +257,588 +98%
UBS AM
33
UBS AM
Illinois
$65.2M -$3.57M -28,024 -5%
FCM
34
Frontier Capital Management
Massachusetts
$64.9M -$13.9M -108,785 -18%
Allianz Asset Management
35
Allianz Asset Management
Germany
$64.6M -$25.1M -197,368 -28%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$54.1M -$20.3M -159,466 -27%
Deutsche Bank
37
Deutsche Bank
Germany
$53.2M +$29.6M +232,117 +125%
Swiss National Bank
38
Swiss National Bank
Switzerland
$52.1M -$1.54M -12,100 -3%
Point72 Asset Management
39
Point72 Asset Management
Connecticut
$51.9M -$94.1M -739,300 -64%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$51.5M +$15M +117,951 +42%
Legal & General Group
41
Legal & General Group
United Kingdom
$50.9M -$1.01M -7,954 -2%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$49.5M +$38M +298,523 +331%
N
43
Nuveen
North Carolina
$49.4M +$3.65M +28,677 +8%
AQR Capital Management
44
AQR Capital Management
Connecticut
$49.2M -$41.6M -326,399 -46%
Squarepoint
45
Squarepoint
New York
$47.1M -$11.5M -90,387 -20%
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.8M -$14.2M -111,894 -25%
WorldQuant Millennium Advisors
47
WorldQuant Millennium Advisors
New York
$42.5M +$26.4M +207,636 +164%
Barclays
48
Barclays
United Kingdom
$41.7M +$29.1M +228,506 +232%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$39.5M +$4.23M +33,240 +12%
First Trust Advisors
50
First Trust Advisors
Illinois
$38.3M +$7.74M +60,793 +25%
1
2
3 4 5

JBL Hedge Fund Activity: Q4 2023 in Review

681 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2023, worth a combined $15.4B — down 3.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new JBL positions and 68 closed out — a net gain of 60 holders — while 193 added to existing stakes and 292 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $395M. The largest seller was BlackRock, cutting an estimated $446M.

  • 681 institutional investors held Jabil (JBL) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $15.4B of Jabil stock for Q4 2023, down 3.9% quarter-over-quarter.
  • 128 funds opened new Jabil positions in Q4 2023 and 68 closed out, a net change of +60 holders.
  • The largest Jabil buyer in Q4 2023 was JP Morgan Chase, an estimated $395M added.
  • The largest Jabil seller in Q4 2023 was BlackRock, an estimated $446M sold.

Based on aggregated 13F filings for Q4 2023.