We are live on ! Find out more
JBL icon

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
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$10.6M +$365K +5,781 +4%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$10.5M -$188K -2,975 -2%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$10.4M -$32.1K -508 -0.3%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$10.1M – – –
OCM
80
Oribel Capital Management
New York
$9.84M -$442K -7,000 -5%
Prudential Financial
81
Prudential Financial
New Jersey
$9.67M -$27.8M -440,251 -74%
SGCIA
82
Smith Graham & Co Investment Advisors
Texas
$9.39M -$124K -1,957 -1%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$9.15M -$69.8M -1,104,527 -89%
Twin Tree Management
84
Twin Tree Management
Texas
$9.06M +$3.18M +50,371 +64%
MOACM
85
Mutual of America Capital Management
New York
$9.02M -$14K -222 -0.2%
Federated Hermes
86
Federated Hermes
Pennsylvania
$8.79M -$222K -3,520 -3%
Franklin Resources
87
Franklin Resources
California
$8.68M +$7.54M +119,277 +2,959%
CS
88
Credit Suisse
Switzerland
$8.61M -$1.49M -23,637 -16%
Citigroup
89
Citigroup
New York
$8.24M +$838K +13,265 +13%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$7.66M -$127K -2,012 -2%
LS
91
Livforsakringsbolaget Skandia
Sweden
$7.57M – – –
HRCM
92
Hood River Capital Management
Florida
$7.56M -$3.17M -50,103 -32%
AB
93
Amalgamated Bank
New York
$7.51M -$1.09M -17,312 -14%
TPSF
94
Texas Permanent School Fund
Texas
$7.3M -$258K -4,083 -4%
Man Group
95
Man Group
United Kingdom
$6.78M +$3.82M +60,525 +169%
Voloridge Investment Management
96
Voloridge Investment Management
Florida
$6.75M +$3.34M +52,780 +122%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$6.7M +$1.73M +27,320 +40%
FHCM
98
Force Hill Capital Management
New York
$6.58M -$9.43M -149,178 -61%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$6.41M -$756K -11,957 -12%
Stifel Financial
100
Stifel Financial
Missouri
$6.13M +$5.28M +83,615 +2,396%
2 3
4
5 6

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.