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681 hedge funds and large institutions have $15.5B invested in Jabil in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 211 increasing their positions, 289 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 96

0% more capital invested

Capital invested by funds: $15.4B → $15.5B (+$59.3M)

0% more funds holding

Funds holding: 681681 (0)

3.38% less ownership

Funds ownership: 93.88%90.49% (-3.4%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less call options, than puts

Call options by funds: $399M | Put options by funds: $516M

27% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 289

Holders
681
Holders Change
Holders Change %
0%
% of All Funds
9.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
101
Increased
211
Reduced
289
Closed
96
Calls
$399M
Puts
$516M
Net Calls
-$117M
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Change in
Stake
BBP
476
Banco BTG Pactual
Brazil
$300K +$300K +2,236 New
AWP
477
Accretive Wealth Partners
New Jersey
$293K
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$292K -$73K -544 -20%
PAM
479
Paradigm Asset Management
New York
$288K -$101K -750 -26%
HI
480
Horizon Investments
North Carolina
$287K +$288K +2,145 New
FTIS
481
First Trust Investment Solutions
Florida
$284K +$285K +2,123 New
VCG
482
Vantage Consulting Group
Virginia
$280K -$70.8K -527 -20%
Capstone Investment Advisors
483
Capstone Investment Advisors
New York
$279K +$280K +2,086 New
BJL
484
Brighton Jones LLC
Washington
$278K +$4.3K +32 +2%
TPI
485
Trust Point Inc
Wisconsin
$277K -$131K -973 -32%
IWC
486
Integrated Wealth Concepts
Massachusetts
$275K +$43.6K +325 +19%
FTDI
487
First Trust Direct Indexing
Massachusetts
$274K +$26.6K +198 +11%
BFG
488
Bleakley Financial Group
New Jersey
$274K +$43.2K +322 +19%
SW
489
Simplicity Wealth
New Jersey
$274K +$274K +2,044 New
IMCOOI
490
Investment Management Corp of Ontario (IMCO)
Canada
$273K -$134K -1,000 -33%
PL
491
Parthenon LLC
Kentucky
$268K
PS
492
Principal Securities
Iowa
$267K +$213K +1,590 +398%
SF
493
Summit Financial
New Jersey
$265K +$266K +1,979 New
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$263K +$261K +1,941 New
ISWM
495
Independent Solutions Wealth Management
New York
$263K -$61.1K -455 -19%
HWM
496
HB Wealth Management
Georgia
$262K -$30.2K -225 -10%
FMB
497
Field & Main Bank
Kentucky
$258K +$6.71K +50 +3%
MYAM
498
Meiji Yasuda Asset Management
Japan
$257K +$44.3K +330 +21%
ACP
499
Arcus Capital Partners
Georgia
$257K +$257K +1,917 New
BCI
500
Brinker Capital Investments
Pennsylvania
$256K -$154K -1,145 -37%

JBL Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2024, worth a combined $15.5B — up 0.39% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new JBL positions and 96 closed out — a net gain of 5 holders — while 211 added to existing stakes and 289 trimmed.

The largest buyer was UBS Group, adding an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $235M.

  • 681 institutional investors held Jabil (JBL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $15.5B of Jabil stock for Q1 2024, up 0.39% quarter-over-quarter.
  • 101 funds opened new Jabil positions in Q1 2024 and 96 closed out, a net change of +5 holders.
  • The largest Jabil buyer in Q1 2024 was UBS Group, an estimated $221M added.
  • The largest Jabil seller in Q1 2024 was Morgan Stanley, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2024.