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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
EWM
551
Evermay Wealth Management
Virginia
$115K
GM
552
GeoWealth Management
Illinois
$114K +$35.3K +263 +45%
CMBA
553
C.M. Bidwell & Associates
Hawaii
$113K +$1.34K +10 +1%
CFFP
554
Center for Financial Planning
Michigan
$112K +$43.9K +327 +64%
SWM
555
Spire Wealth Management
Virginia
$111K -$2.12M -15,807 -95%
CAL
556
Capital Analysts LLC
Pennsylvania
$110K
AA
557
AlphaCentric Advisors
Puerto Rico
$98.6K -$13.3K -99 -12%
WT
558
Whittier Trust
California
$95.6K
HFM
559
Harvest Fund Management
China
$95K +$10.9K +81 +13%
AT
560
Avalon Trust
New Mexico
$94.2K
BFEC
561
Benjamin F. Edwards & Company
Missouri
$93K -$4.3K -32 -4%
SIM
562
Sentry Investment Management
Wisconsin
$93K
GI
563
GAMMA Investing
California
$92.6K +$6.45K +48 +7%
ECM
564
EMC Capital Management
Texas
$89K -$452K -3,369 -84%
HEIP
565
Hudson Edge Investment Partners
New Jersey
$81.3K +$81.5K +607 New
PA
566
PSI Advisors
Florida
$80.4K
LC
567
Lindbrook Capital
California
$80.2K +$3.49K +26 +5%
AF
568
Allworth Financial
California
$79.6K +$25.2K +188 +46%
FFA
569
Farther Finance Advisors
California
$78.5K +$1.75K +13 +2%
PCM
570
Penserra Capital Management
California
$78K -$75.5K -562 -49%
GRP
571
Global Retirement Partners
California
$69.7K +$10.5K +78 +18%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$66.2K +$9.27K +69 +16%
C
573
Covestor
United Kingdom
$64K -$27.3K -203 -30%
RCM
574
Richardson Capital Management
Wisconsin
$60.3K +$60.4K +450 New
LSA
575
Leonteq Securities AG
Switzerland
$58.7K +$5.1K +38 +10%

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.