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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
PMFA
576
Plante Moran Financial Advisors
Michigan
$21.8K -$1.31K -12 -7%
SN
577
Sittner & Nelson
Oregon
$19K
SC
578
SouthState Corp
Florida
$18.1K +$15.6K +143 New
GWS
579
Glassman Wealth Services
Virginia
$17.1K
CFD
580
Creative Financial Designs
Indiana
$16.6K
JWA
581
JFS Wealth Advisors
Pennsylvania
$16.6K
VWM
582
Venturi Wealth Management
Texas
$16.6K +$12.7K +116 +773%
SFG
583
Steward Financial Group
Texas
$16K
WTC
584
WhitTier Trust Company
Nevada
$15.9K
BIA
585
Bell Investment Advisors
California
$15.4K +$1.75K +16 +15%
HI
586
Harbour Investments
Wisconsin
$13.6K +$7.76K +71 +197%
MHR
587
Matthew Hamilton Rosenberg
$12.9K
MSFP
588
Mark Sheptoff Financial Planning
Connecticut
$12.7K -$43.7K -400 -80%
CT
589
Colonial Trust
South Carolina
$11.4K
AWM
590
Avior Wealth Management
Nebraska
$11.2K
KFI
591
Key Financial Inc
Pennsylvania
$11K
Loomis, Sayles & Company
592
Loomis, Sayles & Company
Massachusetts
$11K +$2.63K +24 +38%
TSWM
593
Tyler-Stone Wealth Management
Ohio
$10K
EARNEST Partners
594
EARNEST Partners
Georgia
$9.52K
JWM
595
Janiczek Wealth Management
Colorado
$8.88K
LF
596
Lee Financial
Texas
$8.25K
HFS
597
Hantz Financial Services
Michigan
$8K
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$6.85K -$437 -4 -7%
WWP
599
WR Wealth Planners
Missouri
$6.34K
BAAM
600
Baker Avenue Asset Management
California
$6.34K +$3.61K +33 +194%

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.