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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
DCM
726
Driehaus Capital Management
Illinois
– -$237K -1,871 Closed
RJT
727
Raymond James Trust
Florida
– -$235K -1,849 Closed
PI
728
PFG Investments
New York
– -$230K -1,812 Closed
DC
729
Diametric Capital
Massachusetts
– -$221K -1,742 Closed
AWS
730
Atria Wealth Solutions
New York
– -$219K -1,726 Closed
DG
731
DMC Group
Alabama
– -$215K -1,697 Closed
CT
732
Chicago Trust
Illinois
– -$208K -1,643 Closed
MOS
733
MGO One Seven
Ohio
– -$203K -1,599 Closed
SRC
734
Sage Rhino Capital
California
– -$203K -1,598 Closed
CSPIA
735
Cary Street Partners Investment Advisory
Virginia
– -$99.1K -781 Closed
CA
736
Crewe Advisors
Utah
– -$49.5K -390 Closed
PCM
737
Peregrine Capital Management
Minnesota
– -$35.5K -280 Closed
RTC
738
Riverview Trust Company
Washington
– -$31.7K -250 Closed
ICM
739
Intrepid Capital Management
Florida
– -$28.6K -225 Closed
SC
740
SouthState Corp
Florida
– -$18.1K -143 Closed
EARNEST Partners
741
EARNEST Partners
Georgia
– -$9.52K -75 Closed
BAAM
742
Baker Avenue Asset Management
California
– -$6.34K -50 Closed
WWP
743
WR Wealth Planners
Missouri
– -$6.34K -50 Closed
TFGT
744
TS Financial Group (TSFG)
Illinois
– -$6K -45 Closed
AWA
745
Authentikos Wealth Advisory
California
– -$3.93K -31 Closed
AP
746
Arlington Partners
Alabama
– -$3.3K -26 Closed
HI
747
Horizon Investments
North Carolina
– -$761 -6 Closed
BF
748
BOK Financial
Oklahoma
– -$246 -2 Closed
SSG
749
Summit Securities Group
New York
– +$127 +1 New
26 27 28 29
30

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.