We are live on ! Find out more
JBL icon

Jabil
JBL

681 hedge funds and large institutions have $15.4B invested in Jabil in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 193 increasing their positions, 292 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 68

52% more call options, than puts

Call options by funds: $285M | Put options by funds: $188M

9% more funds holding

Funds holding: 626 → 681 (+55)

4% less capital invested

Capital invested by funds: $16B → $15.4B (-$630M)

2.5% less ownership

Funds ownership: 96.37% → 93.88% (-2.5%)

34% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 292

50% less funds holding in top 10

Funds holding in top 10: 24 → 12 (-12)

Holders
681
Holders Change
+55
Holders Change %
+8.79%
% of All Funds
9.93%
Holding in Top 10
12
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
128
Increased
193
Reduced
292
Closed
68
Calls
$285M
Puts
$188M
Net Calls
+$97.4M
Net Calls Change
-$47.7M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$395M
2
Morgan Stanley
Morgan Stanley
New York
+$222M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$182M
4
State Street
State Street
Massachusetts
+$142M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$117M

Top Sellers

1
BlackRock
BlackRock
New York
-$446M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$289M
3
TYCC
Texas Yale Capital Corp
Florida
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$154M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
51
Handelsbanken Fonder
Sweden
$37.5M -$7.11M -55,800 -16%
CVA
52
Ceredex Value Advisors
Florida
$36.9M +$36.8M +288,850 +72,213%
BNP Paribas Asset Management
53
BNP Paribas Asset Management
France
$36.6M +$21.8M +171,434 +148%
NGM
54
North Growth Management
British Columbia, Canada
$34.8M -$7.13M -56,000 -17%
SEI Investments
55
SEI Investments
Pennsylvania
$34.3M -$9.91M -77,838 -22%
TAM
56
Todd Asset Management
Kentucky
$33.8M -$6.53M -51,314 -16%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$32.9M -$20.9M -164,366 -39%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$32.5M +$276K +2,167 +0.9%
Victory Capital Management
59
Victory Capital Management
Texas
$31.3M -$18.7M -147,225 -37%
SO
60
STRS Ohio
Ohio
$30.4M +$1.44M +11,282 +5%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$30.3M +$5.64M +44,300 +23%
Prudential Financial
62
Prudential Financial
New Jersey
$29.9M +$10.6M +83,439 +55%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$29.6M +$13.3M +104,254 +81%
National Pension Service
64
National Pension Service
South Korea
$29.2M – – –
MDSL
65
M.D. Sass LLC
New York
$28.8M +$28.7M +225,713 New
Franklin Resources
66
Franklin Resources
California
$28.6M +$5.44M +42,696 +23%
GLA
67
Great Lakes Advisors
Illinois
$28.2M -$858K -6,739 -3%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$28.1M -$5.02M -39,410 -15%
VWM
69
Valley Wealth Managers
New Jersey
$28M -$2.88M -22,591 -9%
CSS
70
Cubist Systematic Strategies
Connecticut
$27.6M +$27.4M +215,243 +16,039%
Jane Street
71
Jane Street
New York
$27.6M +$16.3M +128,155 +145%
RJA
72
Raymond James & Associates
Florida
$25.6M -$13M -101,847 -34%
ZIM
73
Zacks Investment Management
Illinois
$25.1M +$463K +3,632 +2%
SAM
74
Storebrand Asset Management
Norway
$24.7M +$18.9M +148,779 +330%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$24.7M +$21.1M +166,089 +600%
1 2
3
4 5

JBL Hedge Fund Activity: Q4 2023 in Review

681 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2023, worth a combined $15.4B — down 3.9% from $16B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new JBL positions and 68 closed out — a net gain of 60 holders — while 193 added to existing stakes and 292 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $395M. The largest seller was BlackRock, cutting an estimated $446M.

  • 681 institutional investors held Jabil (JBL) as of Q4 2023, up from 626 in Q3 2023.
  • Funds reported $15.4B of Jabil stock for Q4 2023, down 3.9% quarter-over-quarter.
  • 128 funds opened new Jabil positions in Q4 2023 and 68 closed out, a net change of +60 holders.
  • The largest Jabil buyer in Q4 2023 was JP Morgan Chase, an estimated $395M added.
  • The largest Jabil seller in Q4 2023 was BlackRock, an estimated $446M sold.

Based on aggregated 13F filings for Q4 2023.