We are live on ! Find out more
JBL icon

Jabil
JBL

328 hedge funds and large institutions have $3.38B invested in Jabil in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 112

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 326 → 328 (+2)

7% less call options, than puts

Call options by funds: $8.53M | Put options by funds: $9.21M

3.74% less ownership

Funds ownership: 97.62% → 93.89% (-3.7%)

22% less capital invested

Capital invested by funds: $4.32B → $3.38B (-$931M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
8.74%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
40
Increased
134
Reduced
112
Closed
36
Calls
$8.53M
Puts
$9.21M
Net Calls
-$681K
Net Calls Change
-$12.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$21.6M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$54.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$41M
3
CGT
Capital Guardian Trust
California
-$30.1M
4
NI
Numeric Investors
Massachusetts
-$29.8M
5
RFC
Russell Frank Company
Washington
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
51
BlackRock Group
United Kingdom
$11.3M +$444K +21,997 +4%
SGAM
52
Smith Group Asset Management
Texas
$11.2M -$16.9M -838,710 -59%
SB
53
Suntrust Banks
Georgia
$11.2M -$1.48M -73,382 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.1M +$5.01M +248,400 +76%
BIM
55
BlackRock Investment Management
Delaware
$10.5M +$46.5K +2,304 +0.4%
AI
56
Analytic Investors
California
$10.3M +$10.7M +532,513 New
RCM
57
Riverhead Capital Management
Delaware
$10.2M +$7.38M +365,811 +227%
TA
58
Teachers Advisors
New York
$9.29M -$9.91M -491,183 -50%
NFA
59
Nationwide Fund Advisors
Ohio
$9.01M +$251K +12,454 +3%
FP
60
Foundry Partners
Minnesota
$8.63M +$2.61M +129,150 +41%
NIM
61
Needham Investment Management
New York
$8.57M – – –
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$8.11M +$1.06M +52,651 +14%
Citadel Advisors
63
Citadel Advisors
Florida
$7.81M +$7.92M +392,502 +3,034%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$7.56M +$66.6K +3,300 +0.8%
Axa
65
Axa
France
$7.45M -$1.16M -57,350 -13%
WAM
66
Wilsey Asset Management
California
$7.28M +$102K +5,038 +1%
AIG
67
American International Group
New York
$7.13M +$13.8K +682 +0.2%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$6.76M – – –
HSA
69
Hussman Strategic Advisors
Maryland
$6.75M – – –
QAM
70
Quentec Asset Management
New York
$6.55M +$6.86M +340,000 New
Deutsche Bank
71
Deutsche Bank
Germany
$6.49M -$10.6M -524,103 -61%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$6.13M +$719K +35,639 +13%
TAM
73
Tocqueville Asset Management
New York
$6.08M -$4.34M -215,242 -41%
BCM
74
Buckhead Capital Management
Georgia
$6.05M -$123K -6,080 -2%
OAM
75
Origin Asset Management
United Kingdom
$5.93M +$993K +49,187 +19%
1 2
3
4 5

JBL Hedge Fund Activity: Q1 2016 in Review

328 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2016, worth a combined $3.38B — down 22% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JBL positions and 36 closed out — a net gain of 4 holders — while 134 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.3M. The largest seller was AJO LP, cutting an estimated $54.9M.

  • 328 institutional investors held Jabil (JBL) as of Q1 2016, up from 326 in Q4 2015.
  • Funds reported $3.38B of Jabil stock for Q1 2016, down 22% quarter-over-quarter.
  • 40 funds opened new Jabil positions in Q1 2016 and 36 closed out, a net change of +4 holders.
  • The largest Jabil buyer in Q1 2016 was Fidelity Investments, an estimated $64.3M added.
  • The largest Jabil seller in Q1 2016 was AJO LP, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2016.