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315 hedge funds and large institutions have $3.07B invested in Jabil in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $24.7M

1% more capital invested

Capital invested by funds: $3.04B → $3.07B (+$32.5M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

1.54% less ownership

Funds ownership: 84.52%82.98% (-1.5%)

8% less funds holding

Funds holding: 343315 (-28)

41% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 59

Holders
315
Holders Change
-28
Holders Change %
-8.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
116
Reduced
124
Closed
59
Calls
$30.3M
Puts
$24.7M
Net Calls
+$5.6M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
ZA
51
Zweig Advisers
Connecticut
$10.9M +$612K +34,000 +6%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$10.8M -$490K -27,200 -4%
TCIM
53
TIAA CREF Investment Management
New York
$10.1M -$4.08M -226,579 -29%
JHIU
54
Janus Henderson Investors US
Colorado
$9.98M +$5.14M +285,200 +106%
Goldman Sachs
55
Goldman Sachs
New York
$9.97M -$7.35M -407,911 -42%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$9.96M -$5.66M -314,200 -36%
PP
57
PDT Partners
New York
$9.68M +$9.68M +537,508 New
JP Morgan Chase
58
JP Morgan Chase
New York
$9.63M +$1.85M +102,695 +24%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$9.32M -$6.12M -339,600 -40%
Charles Schwab
60
Charles Schwab
California
$9.15M +$662K +36,746 +8%
KIM
61
Kestrel Investment Management
California
$8.91M +$8.92M +495,000 New
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$8.62M -$1.62M -90,200 -16%
HEIP
63
Hudson Edge Investment Partners
New Jersey
$8.57M -$128K -7,106 -1%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$8.38M -$46.3K -2,572 -0.5%
NIM
65
Needham Investment Management
New York
$8.19M -$715K -39,700 -8%
GWM
66
Greenwich Wealth Management
Connecticut
$7.56M
HNB
67
Huntington National Bank
Ohio
$7.48M +$3.89M +215,826 +108%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$6.91M -$381K -21,125 -5%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$6.63M +$30.6K +1,700 +0.5%
Aviva
70
Aviva
United Kingdom
$6.37M -$551K -30,593 -8%
BIM
71
BlackRock Investment Management
Delaware
$6.33M +$201K +11,171 +3%
Two Sigma Investments
72
Two Sigma Investments
New York
$6.29M -$23.3M -1,292,903 -79%
LG
73
Leuthold Group
Minnesota
$6.28M -$125K -6,964 -2%
PPA
74
Parametric Portfolio Associates
Washington
$6.13M +$154K +8,562 +3%
ARC
75
Absolute Return Capital
Massachusetts
$6.06M +$6.06M +336,693 New

JBL Hedge Fund Activity: Q1 2014 in Review

315 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2014, worth a combined $3.07B — up 1.1% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of JBL and 35 opened new positions — a net loss of 24 holders — while 124 trimmed existing stakes and 116 added.

The largest buyer was Boston Partners, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $57.4M.

  • 315 institutional investors held Jabil (JBL) as of Q1 2014, down from 343 in Q4 2013.
  • Funds reported $3.07B of Jabil stock for Q1 2014, up 1.1% quarter-over-quarter.
  • 35 funds opened new Jabil positions in Q1 2014 and 59 closed out, a net change of -24 holders.
  • The largest Jabil buyer in Q1 2014 was Boston Partners, an estimated $137M added.
  • The largest Jabil seller in Q1 2014 was Fidelity Investments, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2014.