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324 hedge funds and large institutions have $4.15B invested in Jabil in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 117 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $7.36M

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

1.77% more ownership

Funds ownership: 90.29%92.06% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 113

0% more funds holding

Funds holding: 323324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

42% less capital invested

Capital invested by funds: $7.17B → $4.15B (-$3.02B)

Holders
324
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
8.63%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
44
Increased
117
Reduced
113
Closed
37
Calls
$15.4M
Puts
$7.36M
Net Calls
+$7.99M
Net Calls Change
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
51
Tiverton Asset Management
Delaware
$14M -$15.7M -718,150 -54%
Principal Financial Group
52
Principal Financial Group
Iowa
$13.3M +$971K +44,538 +8%
BG
53
BlackRock Group
United Kingdom
$13.1M -$61.9K -2,839 -0.5%
MAA
54
Managed Account Advisors
New Jersey
$13M +$3.07M +140,693 +34%
BIM
55
BlackRock Investment Management
Delaware
$12.8M -$32.9K -1,511 -0.3%
N
56
Nuveen
North Carolina
$11.6M +$1.7M +78,077 +19%
PPA
57
Parametric Portfolio Associates
Washington
$11.6M +$2.69M +123,223 +33%
KIM
58
Kestrel Investment Management
California
$11.6M
JP Morgan Chase
59
JP Morgan Chase
New York
$11.6M +$5.73M +262,890 +113%
Charles Schwab
60
Charles Schwab
California
$11.5M +$1.19M +54,509 +13%
NIM
61
Needham Investment Management
New York
$10.4M
MTB
62
Mizuho Trust & Banking
Japan
$10.2M -$28.8K -1,323 -0.3%
GWM
63
Greenwich Wealth Management
Connecticut
$9.82M
Goldman Sachs
64
Goldman Sachs
New York
$9.33M +$4.36M +200,037 +101%
Lord, Abbett & Co
65
Lord, Abbett & Co
New Jersey
$9.32M +$1.37M +62,800 +19%
Millennium Management
66
Millennium Management
New York
$9.23M -$15.3M -700,647 -64%
AIG
67
American International Group
New York
$9.11M +$201K +9,233 +2%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$8.99M -$135K -6,181 -2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$8.28M +$7.21M +330,619 +1,416%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$8.24M -$19.6K -900 -0.3%
BCM
71
Buckhead Capital Management
Georgia
$8.22M +$3.83M +175,825 +100%
WAM
72
Wilsey Asset Management
California
$8.21M -$257K -11,804 -3%
NFA
73
Nationwide Fund Advisors
Ohio
$7.96M +$190K +8,728 +3%
ARTA
74
A.R.T. Advisors
New York
$7.89M +$3.46M +158,755 +89%
GAM
75
Gotham Asset Management
New York
$7.5M +$7M +320,898 New

JBL Hedge Fund Activity: Q1 2015 in Review

324 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2015, worth a combined $4.15B — down 42% from $7.17B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new JBL positions and 37 closed out — a net gain of 7 holders — while 117 added to existing stakes and 113 trimmed.

The largest buyer was AJO LP, adding an estimated $65.6M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.46B sold.

  • 324 institutional investors held Jabil (JBL) as of Q1 2015, up from 323 in Q4 2014.
  • Funds reported $4.15B of Jabil stock for Q1 2015, down 42% quarter-over-quarter.
  • 44 funds opened new Jabil positions in Q1 2015 and 37 closed out, a net change of +7 holders.
  • The largest Jabil buyer in Q1 2015 was AJO LP, an estimated $65.6M added.
  • The largest Jabil seller in Q1 2015 was Americafirst Capital Management, an estimated $1.46B sold.

Based on aggregated 13F filings for Q1 2015.