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341 hedge funds and large institutions have $5.59B invested in Jabil in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

61% more capital invested

Capital invested by funds: $3.46B → $5.59B (+$2.13B)

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

10% more funds holding

Funds holding: 311341 (+30)

1.06% more ownership

Funds ownership: 84.39%85.45% (+1.1%)

19% less call options, than puts

Call options by funds: $46.2M | Put options by funds: $57.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
341
Holders Change
+30
Holders Change %
+9.65%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
60
Increased
131
Reduced
115
Closed
28
Calls
$46.2M
Puts
$57.2M
Net Calls
-$11.1M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ERM
51
Elm Ridge Management
New York
$14.7M +$7.44M +326,342 +92%
MTB
52
Mizuho Trust & Banking
Japan
$14.1M
VOAM
53
Vertex One Asset Management
British Columbia, Canada
$14.1M +$1.82M +79,800 +14%
NIM
54
Needham Investment Management
New York
$13.9M +$1.4M +61,250 +11%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$13.8M +$342K +15,017 +2%
ICOM
56
Investment Counselors of Maryland
Maryland
$13.4M -$1.86M -81,400 -12%
Two Sigma Investments
57
Two Sigma Investments
New York
$13.2M -$13.9M -610,246 -50%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$13.1M -$4.1M -179,900 -23%
ICM
59
IronBridge Capital Management
Illinois
$12.9M -$1.61M -70,602 -11%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$12.5M +$917K +40,191 +8%
MME
61
Meag Munich Ergo
Germany
$12.3M +$9.94M +435,823 +336%
EA
62
Euclid Advisors
Connecticut
$12.2M +$12.9M +565,011 New
First Trust Advisors
63
First Trust Advisors
Illinois
$12.1M -$450K -19,718 -3%
Aviva
64
Aviva
United Kingdom
$11.9M -$4.84M -212,192 -28%
CS
65
Credit Suisse
Switzerland
$10.8M -$331K -14,527 -3%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$10.7M +$11.3M +495,372 New
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$10.4M +$10.9M +479,735 New
ZA
68
Zweig Advisers
Connecticut
$10.1M +$10.6M +466,000 New
MCM
69
Munder Capital Management
Michigan
$9.93M -$3.45M -151,117 -25%
Charles Schwab
70
Charles Schwab
California
$9.79M +$586K +25,674 +6%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$9.55M -$3.03M -133,078 -23%
GWM
72
Greenwich Wealth Management
Connecticut
$9.11M
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$9.01M -$382K -16,748 -4%
CCMH
74
Cornerstone Capital Management Holdings
New York
$8.4M +$3.6M +157,750 +69%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$7.9M +$257K +11,288 +3%

JBL Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2013, worth a combined $5.59B — up 61% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBL positions and 28 closed out — a net gain of 32 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $93.4M.

  • 341 institutional investors held Jabil (JBL) as of Q3 2013, up from 311 in Q2 2013.
  • Funds reported $5.59B of Jabil stock for Q3 2013, up 61% quarter-over-quarter.
  • 60 funds opened new Jabil positions in Q3 2013 and 28 closed out, a net change of +32 holders.
  • The largest Jabil buyer in Q3 2013 was Bank of Montreal, an estimated $43.2M added.
  • The largest Jabil seller in Q3 2013 was Fidelity Investments, an estimated $93.4M sold.

Based on aggregated 13F filings for Q3 2013.