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Jabil
JBL

417 hedge funds and large institutions have $8.76B invested in Jabil in 2021 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 112 increasing their positions, 160 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $59.1M | Put options by funds: $15.6M

150% more funds holding in top 10

Funds holding in top 10: 4 → 10 (+6)

100% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 41

17% more capital invested

Capital invested by funds: $7.46B → $8.76B (+$1.3B)

9% more funds holding

Funds holding: 381 → 417 (+36)

1.07% less ownership

Funds ownership: 87.63% → 86.56% (-1.1%)

30% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 160

Holders
417
Holders Change
+36
Holders Change %
+9.45%
% of All Funds
6.42%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
82
Increased
112
Reduced
160
Closed
41
Calls
$59.1M
Puts
$15.6M
Net Calls
+$43.5M
Net Calls Change
+$28.8M

Top Buyers

1
NCA
Newbrook Capital Advisors
New York
+$51.8M
2
SCM
Simcoe Capital Management
New York
+$46.7M
3
Ameriprise
Ameriprise
Minnesota
+$42.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$34.3M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$16.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.8M
2
Millennium Management
Millennium Management
New York
-$37M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$35.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$33.2M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$18.9M -$15.8M -250,002 -48%
CIM
52
Chiron Investment Management
New York
$18.3M +$15.6M +246,480 +1,764%
GT
53
Glenmede Trust
Pennsylvania
$17.4M +$12.8M +201,841 +446%
AIG
54
American International Group
New York
$17.1M -$548K -8,676 -3%
SEI Investments
55
SEI Investments
Pennsylvania
$17M +$2.15M +34,035 +16%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$16.6M +$14.9M +236,110 New
Russell Investments Group
57
Russell Investments Group
United Kingdom
$16.5M +$2.16M +34,222 +17%
CIA
58
CCM Investment Advisers
South Carolina
$16.4M -$327K -5,170 -2%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$15.7M -$8.16M -129,128 -37%
SGAM
60
Smith Group Asset Management
Texas
$15.4M -$119K -1,890 -0.9%
HAI
61
Hennessy Advisors Inc
California
$15M +$13.4M +212,630 New
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$14.8M +$1.1M +17,462 +9%
RJA
63
Raymond James & Associates
Florida
$14.7M +$1.49M +23,544 +13%
RA
64
Royce & Associates
New York
$14.1M +$6.09M +96,334 +92%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$14M -$2.63M -41,688 -17%
PP
66
Palladium Partners
Virginia
$13.8M +$251K +3,971 +2%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$12.6M -$1.74M -27,580 -13%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$12.6M -$799K -12,649 -7%
NIG
69
NFJ Investment Group
Texas
$12.3M -$980K -15,511 -8%
FP
70
Foundry Partners
Minnesota
$12M -$848K -13,420 -7%
Deutsche Bank
71
Deutsche Bank
Germany
$11.7M -$23.6K -373 -0.2%
UBS Group
72
UBS Group
Switzerland
$11.6M +$592K +9,364 +6%
PWAG
73
Polaris Wealth Advisory Group
California
$11.4M -$13.6M -214,848 -57%
CPC
74
Cookson Peirce & Co
Pennsylvania
$11.1M +$177K +2,807 +2%
HW
75
Hancock Whitney
Mississippi
$11M +$34.4K +545 +0.4%
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JBL Hedge Fund Activity: Q4 2021 in Review

417 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2021, worth a combined $8.76B — up 17% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new JBL positions and 41 closed out — a net gain of 41 holders — while 112 added to existing stakes and 160 trimmed.

The largest buyer was Newbrook Capital Advisors, opening a new position worth an estimated $51.8M. The largest seller was Bank of Montreal, cutting an estimated $69.8M.

  • 417 institutional investors held Jabil (JBL) as of Q4 2021, up from 381 in Q3 2021.
  • Funds reported $8.76B of Jabil stock for Q4 2021, up 17% quarter-over-quarter.
  • 82 funds opened new Jabil positions in Q4 2021 and 41 closed out, a net change of +41 holders.
  • The largest Jabil buyer in Q4 2021 was Newbrook Capital Advisors, an estimated $51.8M added.
  • The largest Jabil seller in Q4 2021 was Bank of Montreal, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2021.