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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
TFA
676
Transamerica Financial Advisors
Florida
$1K – – –
AFG
677
Albion Financial Group
Utah
$765 -$1.66K -13 -68%
GWM
678
Geneos Wealth Management
Colorado
$637 +$637 +5 New
FGAM
679
Financial Gravity Asset Management
Texas
$549 +$127 +1 +100%
FSWA
680
Financial Synergies Wealth Advisors
Texas
$341 – – –
VMPIC
681
Varma Mutual Pension Insurance Co
Finland
– -$33.9M -267,435 Closed
Jacobs Levy Equity Management
682
Jacobs Levy Equity Management
New Jersey
– -$24.6M -193,527 Closed
CF
683
Cantor Fitzgerald
New York
– -$19.1M -150,203 Closed
Capital Fund Management (CFM)
684
Capital Fund Management (CFM)
France
– -$14.3M -112,064 Closed
EAM
685
Eagle Asset Management
Florida
– -$7.95M -62,691 Closed
CCS
686
Concentric Capital Strategies
Connecticut
– -$7.57M -59,418 Closed
TI
687
Trexquant Investment
Connecticut
– -$6.77M -53,316 Closed
GCM
688
Genus Capital Management
British Columbia, Canada
– -$6.38M -50,306 Closed
AIMCA
689
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$6.21M -48,971 Closed
EGI
690
EAM Global Investors
California
– -$5.43M -42,823 Closed
Marshall Wace
691
Marshall Wace
United Kingdom
– -$5.16M -40,634 Closed
FC
692
FORA Capital
Florida
– -$5.04M -39,702 Closed
TF
693
Trek Financial
Arizona
– -$4.88M -38,455 Closed
LIP
694
Lighthouse Investment Partners
Florida
– -$3.62M -28,515 Closed
AM
695
AGF Management
Ontario, Canada
– -$3.44M -27,085 Closed
TC
696
Taika Capital
Florida
– -$3.07M -24,165 Closed
JF
697
Jump Financial
Illinois
– -$2.52M -19,827 Closed
JAM
698
Jupiter Asset Management
United Kingdom
– -$2.26M -17,786 Closed
SFS
699
Sowell Financial Services
Arkansas
– -$1.73M -13,615 Closed
NCL
700
Nishkama Capital LLC
Puerto Rico
– -$1.69M -13,319 Closed
26 27
28
29 30

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.