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Jabil
JBL

681 hedge funds and large institutions have $15.4B invested in Jabil in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 193 increasing their positions, 292 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 68

52% more call options, than puts

Call options by funds: $285M | Put options by funds: $188M

9% more funds holding

Funds holding: 626 → 681 (+55)

4% less capital invested

Capital invested by funds: $16B → $15.4B (-$630M)

2.5% less ownership

Funds ownership: 96.37% → 93.88% (-2.5%)

34% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 292

50% less funds holding in top 10

Funds holding in top 10: 24 → 12 (-12)

Holders
681
Holders Change
+55
Holders Change %
+8.79%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
128
Increased
193
Reduced
292
Closed
68
Calls
$285M
Puts
$188M
Net Calls
+$97.4M
Net Calls Change
-$47.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$395M
2
Morgan Stanley
Morgan Stanley
New York
+$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$182M
4
State Street
State Street
Massachusetts
+$142M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$117M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$446M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
TYCC
Texas Yale Capital Corp
Florida
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
651
Versant Capital Management
Arizona
$4.76K – – –
CIA
652
Cape Investment Advisory
Georgia
$4.71K – – –
DPW
653
DiNuzzo Private Wealth
Pennsylvania
$4.08K +$4.08K +32 New
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.82K +$3.82K +30 New
AT
655
Arlington Trust
Alabama
$3.31K – – –
JWM
656
Janiczek Wealth Management
Colorado
$3.19K -$5.73K -45 -64%
OLVIG
657
Oliver Lagore Vanvalin Investment Group
Michigan
$3.19K – – –
BGAI
658
Bruce G. Allen Investments
Colorado
$3.19K +$3.18K +25 New
AFWM
659
Abich Financial Wealth Management
Virginia
$3.06K +$3.06K +24 New
CAL
660
Capital Advisors Ltd
Ohio
$3K – – –
AW
661
Avion Wealth
Texas
$3K +$637 +5 +26%
MFT
662
Moisand Fitzgerald Tamayo
Florida
$2.93K – – –
PCMC
663
Planning Capital Management Corporation
Pennsylvania
$2.8K +$2.8K +22 New
Jones Financial Companies
664
Jones Financial Companies
Missouri
$2.67K +$2.67K +21 New
WIM
665
Westside Investment Management
California
$2.67K +$2.67K +21 New
AWM
666
Able Wealth Management
New Jersey
$2.55K +$2.55K +20 New
BHWM
667
Beaird Harris Wealth Management
Texas
$2.04K +$2.04K +16 New
RIL
668
Rothschild Investment LLC
Illinois
$1.91K +$1.91K +15 New
KFS
669
Kelly Financial Services
Massachusetts
$1.78K -$127 -1 -7%
PA
670
Pineridge Advisors
Missouri
$1.66K +$1.66K +13 New
CWC
671
Carolinas Wealth Consulting
North Carolina
$1.56K – – –
MA
672
Montag & Associates
Georgia
$1.5K +$127 +1 +9%
NCM
673
Northwest Capital Management
Oregon
$1.27K – – –
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$1.12K +$1.02K +8 New
TWP
675
TFO Wealth Partners
Ohio
$1.02K -$1.02K -8 -50%
25 26
27
28 29

JBL Hedge Fund Activity: Q4 2023 in Review

681 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2023, worth a combined $15.4B — down 3.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new JBL positions and 68 closed out — a net gain of 60 holders — while 193 added to existing stakes and 292 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $395M. The largest seller was BlackRock, cutting an estimated $446M.

  • 681 institutional investors held Jabil (JBL) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $15.4B of Jabil stock for Q4 2023, down 3.9% quarter-over-quarter.
  • 128 funds opened new Jabil positions in Q4 2023 and 68 closed out, a net change of +60 holders.
  • The largest Jabil buyer in Q4 2023 was JP Morgan Chase, an estimated $395M added.
  • The largest Jabil seller in Q4 2023 was BlackRock, an estimated $446M sold.

Based on aggregated 13F filings for Q4 2023.