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315 hedge funds and large institutions have $3.07B invested in Jabil in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $24.7M

1% more capital invested

Capital invested by funds: $3.04B → $3.07B (+$32.5M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

1.54% less ownership

Funds ownership: 84.52%82.98% (-1.5%)

8% less funds holding

Funds holding: 343315 (-28)

41% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 59

Holders
315
Holders Change
-28
Holders Change %
-8.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
116
Reduced
124
Closed
59
Calls
$30.3M
Puts
$24.7M
Net Calls
+$5.6M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
76
Buckhead Capital Management
Georgia
$5.98M +$49K +2,723 +0.8%
WAM
77
Wilsey Asset Management
California
$5.84M +$228K +12,647 +4%
Deutsche Bank
78
Deutsche Bank
Germany
$5.83M +$887K +49,230 +18%
SIP
79
Stoneridge Investment Partners
Pennsylvania
$5.82M +$757K +42,048 +15%
MTB
80
Mizuho Trust & Banking
Japan
$5.78M -$6.66M -369,685 -54%
ICM
81
ICC Capital Management
Florida
$5.58M -$626K -34,770 -10%
BlackRock
82
BlackRock
New York
$5.47M +$109K +6,065 +2%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$5.42M -$587K -32,614 -10%
ERSOT
84
Employees Retirement System of Texas
Texas
$5.4M
NG
85
NatWest Group
United Kingdom
$5.36M +$689K +38,240 +15%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$5.11M -$21.6K -1,200 -0.4%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$5.09M +$1.86M +103,100 +57%
MME
88
Meag Munich Ergo
Germany
$4.94M +$1.2M +66,753 +32%
Pzena Investment Management
89
Pzena Investment Management
New York
$4.88M +$4.89M +271,400 New
TAM
90
Tiverton Asset Management
Delaware
$4.67M +$4.67M +259,200 New
Principal Financial Group
91
Principal Financial Group
Iowa
$4.66M +$371K +20,620 +9%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$4.57M -$117K -6,480 -2%
CS
93
Credit Suisse
Switzerland
$4.46M -$5.44M -302,135 -55%
Barclays
94
Barclays
United Kingdom
$4.3M -$5.55M -308,087 -56%
N
95
Nuveen
North Carolina
$4.29M +$279K +15,476 +7%
CC
96
Cognios Capital
Kansas
$4.2M +$851K +47,253 +25%
CIS
97
Capital International Sarl
California
$4.2M
MMCM
98
Marque Millennium Capital Management
New York
$4.18M
Royal London Asset Management
99
Royal London Asset Management
United Kingdom
$3.92M +$3.04M +168,600 +360%
Swiss National Bank
100
Swiss National Bank
Switzerland
$3.68M +$823K +45,700 +29%

JBL Hedge Fund Activity: Q1 2014 in Review

315 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2014, worth a combined $3.07B — up 1.1% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of JBL and 35 opened new positions — a net loss of 24 holders — while 124 trimmed existing stakes and 116 added.

The largest buyer was Boston Partners, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $57.4M.

  • 315 institutional investors held Jabil (JBL) as of Q1 2014, down from 343 in Q4 2013.
  • Funds reported $3.07B of Jabil stock for Q1 2014, up 1.1% quarter-over-quarter.
  • 35 funds opened new Jabil positions in Q1 2014 and 59 closed out, a net change of -24 holders.
  • The largest Jabil buyer in Q1 2014 was Boston Partners, an estimated $137M added.
  • The largest Jabil seller in Q1 2014 was Fidelity Investments, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2014.