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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
JWCA
526
J.W. Cole Advisors
Florida
$213K -$5.64K -42 -3%
SWP
527
Stratos Wealth Partners
Ohio
$211K +$212K +1,578 New
JF
528
Jump Financial
Illinois
$211K +$211K +1,573 New
RA
529
RFG Advisory
Alabama
$210K -$31.7K -236 -13%
IPW
530
Impact Partnership Wealth
Georgia
$209K +$62.7K +467 +43%
WA
531
Wealth Alliance
New York
$207K -$4.16K -31 -2%
APG
532
Abacus Planning Group
South Carolina
$207K +$208K +1,547 New
TA
533
TFG Advisers
Michigan
$205K +$205K +1,529 New
AWS
534
Atria Wealth Solutions
New York
$204K +$204K +1,520 New
Bank Julius Baer & Co
535
Bank Julius Baer & Co
Switzerland
$204K +$204K +1,520 New
PIM
536
Penobscot Investment Management
Massachusetts
$202K +$203K +1,510 New
MAS
537
Meeder Advisory Services
Ohio
$200K -$74.8K -557 -27%
FDCDDQ
538
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K +$1.88K +14 +1%
FAM
539
Fred Alger Management
New York
$189K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
540
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$173K +$173K +1,291 New
MRCM
541
M&R Capital Management
New Jersey
$171K +$171K +1,273 New
EDRH
542
Edmond de Rothschild Holding
Switzerland
$166K
PWA
543
Provenance Wealth Advisors
Florida
$161K
SOW
544
State of Wyoming
Wyoming
$149K +$42.3K +315 +39%
ST
545
Smithfield Trust
Pennsylvania
$146K +$2.42K +18 +2%
AIM
546
ARK Investment Management
Florida
$145K +$145K +1,081 New
SS
547
Sunbelt Securities
Texas
$142K +$4.7K +35 +3%
BTI
548
Blue Trust Inc
Georgia
$137K -$202K -1,501 -60%
GFPC
549
Global Financial Private Client
Florida
$134K +$11.3K +84 +9%
SIC
550
Salem Investment Counselors
North Carolina
$121K

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.