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317 hedge funds and large institutions have $3.61B invested in Jabil in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

41% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $22.4M

18% more capital invested

Capital invested by funds: $3.07B → $3.61B (+$542M)

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

2.1% more ownership

Funds ownership: 82.98%85.08% (+2.1%)

1% more funds holding

Funds holding: 315317 (+2)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 125

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.11%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.2%
New
36
Increased
109
Reduced
125
Closed
31
Calls
$31.5M
Puts
$22.4M
Net Calls
+$9.07M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Euclid Advisors
Connecticut
$14.2M -$126K -6,780 -1%
Acadian Asset Management
52
Acadian Asset Management
Massachusetts
$14.2M +$12.6M +680,388 New
Two Sigma Investments
53
Two Sigma Investments
New York
$14M +$5.98M +321,936 +92%
ZA
54
Zweig Advisers
Connecticut
$13.4M +$669K +36,000 +6%
Pzena Investment Management
55
Pzena Investment Management
New York
$12M +$5.59M +300,650 +111%
MME
56
Meag Munich Ergo
Germany
$11.3M +$4.89M +262,878 +96%
Charles Schwab
57
Charles Schwab
California
$11.3M +$576K +30,964 +6%
KIM
58
Kestrel Investment Management
California
$10.3M
MAA
59
Managed Account Advisors
New Jersey
$10.1M -$13.8M -740,159 -60%
NIM
60
Needham Investment Management
New York
$9.51M
Neuberger Berman Group
61
Neuberger Berman Group
New York
$9.4M -$289K -15,561 -3%
SIP
62
Stoneridge Investment Partners
Pennsylvania
$9.31M +$2.27M +122,310 +38%
GWM
63
Greenwich Wealth Management
Connecticut
$8.78M
MTB
64
Mizuho Trust & Banking
Japan
$8.13M +$1.26M +67,760 +21%
CS
65
Credit Suisse
Switzerland
$8.12M +$2.61M +140,415 +57%
Aviva
66
Aviva
United Kingdom
$8.01M +$540K +29,075 +8%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$7.97M -$47.5K -2,554 -0.7%
HEIP
68
Hudson Edge Investment Partners
New Jersey
$7.95M -$1.78M -95,947 -20%
TRSOTSOK
69
Teachers Retirement System of the State of Kentucky
Kentucky
$7.79M -$7.45M -401,000 -52%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.76M +$46.5K +2,500 +0.7%
PPA
71
Parametric Portfolio Associates
Washington
$7.61M +$440K +23,694 +7%
BIM
72
BlackRock Investment Management
Delaware
$7.6M +$221K +11,905 +3%
LG
73
Leuthold Group
Minnesota
$7.31M +$15.1K +812 +0.2%
TT
74
Tiedemann Trust
Delaware
$7.26M +$1.44M +77,729 +29%
JP Morgan Chase
75
JP Morgan Chase
New York
$7.03M -$3.69M -198,567 -37%

JBL Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q2 2014, worth a combined $3.61B — up 18% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JBL positions and 31 closed out — a net gain of 5 holders — while 109 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $46.9M. The largest seller was Allianz Asset Management, cutting an estimated $79.2M.

  • 317 institutional investors held Jabil (JBL) as of Q2 2014, up from 315 in Q1 2014.
  • Funds reported $3.61B of Jabil stock for Q2 2014, up 18% quarter-over-quarter.
  • 36 funds opened new Jabil positions in Q2 2014 and 31 closed out, a net change of +5 holders.
  • The largest Jabil buyer in Q2 2014 was Invesco, an estimated $46.9M added.
  • The largest Jabil seller in Q2 2014 was Allianz Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2014.