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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
ADIM
476
Alpha DNA Investment Management
Maryland
$272K +$234K +2,140 New
MGP
477
Metis Global Partners
California
$268K +$231K +2,109 New
HWM
478
HB Wealth Management
Georgia
$267K +$230K +2,101 New
RA
479
RFG Advisory
Alabama
$256K -$5.69K -52 -3%
BFM
480
Boothbay Fund Management
New York
$256K +$220K +2,015 New
MAS
481
Meeder Advisory Services
Ohio
$255K -$25.6K -234 -10%
PL
482
Parthenon LLC
Kentucky
$254K
PAS
483
Park Avenue Securities
New York
$251K +$217K +1,980 New
CW
484
CreativeOne Wealth
Kansas
$249K -$784K -7,166 -79%
CFG
485
Cooper Financial Group
California
$247K -$36.7K -336 -15%
I
486
InceptionR
California
$242K -$234K -2,141 -53%
FTDI
487
First Trust Direct Indexing
Massachusetts
$242K -$18K -165 -8%
JWCA
488
J.W. Cole Advisors
Florida
$241K -$36.5K -334 -15%
NP
489
NorthRock Partners
Minnesota
$240K +$207K +1,895 New
PTC
490
Petrus Trust Company
Texas
$239K -$228K -2,085 -52%
FMAEN1
491
Fund Management at Engine No 1
California
$238K +$205K +1,875 New
DCM
492
Driehaus Capital Management
Illinois
$237K +$205K +1,871 New
AAS
493
Avantax Advisory Services
Texas
$235K +$202K +1,849 New
RJT
494
Raymond James Trust
Florida
$235K -$465K -4,256 -70%
FL
495
Fort LP
Maryland
$234K +$201K +1,841 New
CG
496
Caprock Group
Idaho
$232K +$200K +1,831 New
ES
497
Eagle Strategies
New York
$232K -$66.6K -609 -25%
PI
498
PFG Investments
New York
$230K +$198K +1,812 New
GA
499
Geller Advisors
New York
$229K +$197K +1,804 New
TPCW
500
TD Private Client Wealth
New York
$227K -$51.7K -473 -21%

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.