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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
TSWM
626
Tyler-Stone Wealth Management
Ohio
$10.6K
CA
627
Crewe Advisors
Utah
$10K +$10.1K +75 New
AA
628
Ancora Advisors
Ohio
$9.78K +$9.8K +73 New
FGAM
629
Financial Gravity Asset Management
Texas
$8.87K +$8.59K +64 +3,200%
IGWM
630
ICA Group Wealth Management
Colorado
$8.71K
VWA
631
Valued Wealth Advisors
Utah
$8.06K +$1.48K +11 +22%
EWP
632
Elevation Wealth Partners
California
$8.04K +$8.06K +60 New
HFS
633
Hantz Financial Services
Michigan
$8K
FFA
634
Frazier Financial Advisors
Ohio
$7.9K +$2.42K +18 +44%
SIC
635
SJS Investment Consulting
Ohio
$6.83K -$403 -3 -6%
RFG
636
RFP Financial Group
Georgia
$6.3K
JSAM
637
J. Safra Asset Management
New York
$6.3K +$6.31K +47 New
SIS
638
Sound Income Strategies
Florida
$6.16K +$6.18K +46 New
AWM
639
Abound Wealth Management
Tennessee
$6.03K -$269 -2 -4%
TWD
640
True Wealth Design
Ohio
$6.03K +$403 +3 +7%
RIL
641
Rothschild Investment LLC
Illinois
$5.76K +$3.76K +28 +187%
AFWM
642
Abich Financial Wealth Management
Virginia
$5.49K +$2.28K +17 +71%
CJ
643
Caitlin John
Michigan
$5.22K
VAG
644
VisionPoint Advisory Group
Texas
$5.09K -$134 -1 -3%
VCM
645
Versant Capital Management
Arizona
$5.01K
CIA
646
Cape Investment Advisory
Georgia
$4.96K
DPW
647
DiNuzzo Private Wealth
Pennsylvania
$4.15K -$134 -1 -3%
JFGIW
648
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.02K
EBA
649
Eagle Bay Advisors
New York
$3.48K +$3.49K +26 New
OLVIG
650
Oliver Lagore Vanvalin Investment Group
Michigan
$3.35K

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.