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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
MFT
651
Moisand Fitzgerald Tamayo
Florida
$3.08K
AIM
652
Anchor Investment Management
South Carolina
$3.08K +$3.09K +23 New
AW
653
Avion Wealth
Texas
$3K -$671 -5 -21%
CAL
654
Capital Advisors Ltd
Ohio
$3K
PCMC
655
Planning Capital Management Corporation
Pennsylvania
$2.95K
WIM
656
Westside Investment Management
California
$2.85K
BHWM
657
Beaird Harris Wealth Management
Texas
$2.14K
CA
658
Continuum Advisory
Idaho
$1.65K +$1.88K +14 New
JWM
659
Janiczek Wealth Management
Colorado
$1.47K -$1.88K -14 -56%
NCM
660
Northwest Capital Management
Oregon
$1.34K
RS
661
Rakuten Securities
Japan
$1.34K +$1.34K +10 New
A
662
AlphaQuest
New York
$1.21K -$222K -1,657 -99%
AF
663
Advisornet Financial
Minnesota
$1.21K -$5.24K -39 -81%
KFS
664
Kelly Financial Services
Massachusetts
$1.21K -$671 -5 -36%
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$1.18K
CFD
666
Creative Financial Designs
Indiana
$1.07K -$16.5K -123 -94%
TWP
667
TFO Wealth Partners
Ohio
$1.07K
GI
668
Gradient Investments
Minnesota
$1.07K +$1.07K +8 New
TFA
669
Transamerica Financial Advisors
Florida
$1K
GKIM
670
GW&K Investment Management
Massachusetts
$1K +$940 +7 New
MA
671
Montag & Associates
Georgia
$915 -$671 -5 -42%
FSWA
672
Financial Synergies Wealth Advisors
Texas
$670
GWM
673
Geneos Wealth Management
Colorado
$670
ACM
674
Anfield Capital Management
California
$670 +$671 +5 New
NL
675
NVWM LLC
Pennsylvania
$670 +$671 +5 New

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.