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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
QL
601
Quarry LP
New York
$6.22K -$109 -1 -2%
SIC
602
SJS Investment Consulting
Ohio
$6.22K +$219 +2 +4%
VAG
603
VisionPoint Advisory Group
Texas
$6.22K +$4.81K +44 +880%
AF
604
Allworth Financial
California
$6.09K +$3.39K +31 +182%
TFGT
605
TS Financial Group (TSFG)
Illinois
$6K
TWD
606
True Wealth Design
Ohio
$5.46K +$4.48K +41 +2,050%
AF
607
Advisornet Financial
Minnesota
$5.33K -$1.31K -12 -22%
VCM
608
Versant Capital Management
Arizona
$4.74K
CIA
609
Cape Investment Advisory
Georgia
$4.7K
AWA
610
Authentikos Wealth Advisory
California
$3.93K +$3.39K +31 New
AP
611
Arlington Partners
Alabama
$3.3K
AT
612
Arlington Trust
Alabama
$3.3K +$2.84K +26 New
OLVIG
613
Oliver Lagore Vanvalin Investment Group
Michigan
$3.17K +$2.73K +25 New
CAL
614
Capital Advisors Ltd
Ohio
$3K
MFT
615
Moisand Fitzgerald Tamayo
Florida
$2.92K
AFG
616
Albion Financial Group
Utah
$2.41K
AW
617
Avion Wealth
Texas
$2K
KFS
618
Kelly Financial Services
Massachusetts
$1.9K +$1.64K +15 New
TWP
619
TFO Wealth Partners
Ohio
$1.73K +$875 +8 +100%
CWC
620
Carolinas Wealth Consulting
North Carolina
$1.51K -$766 -7 -37%
MA
621
Montag & Associates
Georgia
$1.4K -$437 -4 -27%
NCM
622
Northwest Capital Management
Oregon
$1.27K
TFA
623
Transamerica Financial Advisors
Florida
$1K
HI
624
Horizon Investments
North Carolina
$761
FSWA
625
Financial Synergies Wealth Advisors
Texas
$635

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.