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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
OPS
501
Orion Portfolio Solutions
Nebraska
$256K -$154K -1,145 -37%
EFI
502
EHP Funds Inc
Canada
$255K +$255K +1,900 New
GA
503
Geller Advisors
New York
$253K +$11.7K +87 +5%
TCA
504
Transcend Capital Advisors
New Jersey
$252K -$49.4K -368 -16%
PAS
505
Park Avenue Securities
New York
$249K +$26K +194 +12%
ACA
506
Aptus Capital Advisors
Alabama
$244K +$245K +1,825 New
CFG
507
Cooper Financial Group
California
$240K -$2.69K -20 -1%
IGAM
508
iA Global Asset Management
Quebec, Canada
$233K +$234K +1,740 New
DOA
509
D'Orazio & Associates
Virginia
$232K -$2.55K -19 -1%
CAG
510
Csenge Advisory Group
Florida
$232K -$671 -5 -0.3%
MAM
511
McLean Asset Management
Virginia
$230K +$403 +3 +0.2%
NA
512
Navellier & Associates
Nevada
$229K +$15.7K +117 +7%
QFA
513
Quantum Financial Advisors
California
$228K -$403 -3 -0.2%
AWM
514
AE Wealth Management
Kansas
$226K -$1.65M -12,254 -88%
Wealthfront Advisers
515
Wealthfront Advisers
California
$225K +$2.82K +21 +1%
AAS
516
Avantax Advisory Services
Texas
$224K -$11.5K -86 -5%
VSQM
517
V-Square Quantitative Management
Illinois
$223K
NI
518
NDVR Inc
Massachusetts
$222K +$223K +1,661 New
RCA
519
Resonant Capital Advisors
Wisconsin
$222K +$223K +1,661 New
OIA
520
Optimum Investment Advisors
Illinois
$221K
TCMP
521
Thrive Capital Management (Pennsylvania)
Pennsylvania
$220K +$220K +1,642 New
DG
522
DMC Group
Alabama
$220K +$220K +1,641 New
HCA
523
Hyperion Capital Advisors
New York
$220K +$220K +1,640 New
CIA
524
Concurrent Investment Advisors
Florida
$217K +$217K +1,618 New
PI
525
PFG Investments
New York
$216K +$217K +1,616 New

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.