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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
SOW
526
State of Wyoming
Wyoming
$135K -$109K -1,001 -49%
SS
527
Sunbelt Securities
Texas
$130K -$1.42K -13 -1%
OAM
528
Ostrum Asset Management
France
$128K +$110K +1,010 New
UM
529
UniSuper Management
Australia
$127K +$109K +1,000 New
CAL
530
Capital Analysts LLC
Pennsylvania
$123K
AIC
531
Archer Investment Corporation
Indiana
$119K
UFF
532
USA Financial Formulas
Michigan
$119K +$50.5K +462 +98%
MFG
533
Mendota Financial Group
Wisconsin
$118K
AA
534
AlphaCentric Advisors
Puerto Rico
$116K -$17K -155 -14%
GFPC
535
Global Financial Private Client
Florida
$112K +$44.9K +411 +90%
CMBA
536
C.M. Bidwell & Associates
Hawaii
$105K +$90.9K +831 New
CSPIA
537
Cary Street Partners Investment Advisory
Virginia
$99.1K
GRP
538
Global Retirement Partners
California
$93.5K -$8.31K -76 -10%
WT
539
Whittier Trust
California
$92K +$1.2K +11 +2%
GM
540
GeoWealth Management
Illinois
$91K -$3.61K -33 -4%
RCM
541
Raleigh Capital Management
North Carolina
$88.4K +$5.36K +49 +8%
PA
542
PSI Advisors
Florida
$76.1K
C
543
Covestor
United Kingdom
$72K -$18.9K -173 -23%
LC
544
Lindbrook Capital
California
$71.6K +$1.86K +17 +3%
PCM
545
Perritt Capital Management
Illinois
$65.7K +$56.6K +518 New
CFFP
546
Center for Financial Planning
Michigan
$64.7K
SIC
547
Salem Investment Counselors
North Carolina
$64.1K
CFB
548
Cullen/Frost Bankers
Texas
$63.4K +$54.7K +500 New
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
$60.4K -$27K -247 -34%
FFA
550
Farther Finance Advisors
California
$57.7K +$6.78K +62 +16%

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.