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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
Ameriprise
76
Ameriprise
Minnesota
$24.3M -$12.1M -95,329 -33%
American Century Companies
77
American Century Companies
Missouri
$23.9M -$17.7M -138,838 -43%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$23.7M -$200K -1,569 -0.8%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$21.9M +$7.36M +57,779 +51%
Renaissance Technologies
80
Renaissance Technologies
New York
$21.6M +$2.11M +16,600 +11%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$21M -$3.76M -29,494 -15%
CPC
82
Cookson Peirce & Co
Pennsylvania
$20.9M -$772K -6,063 -4%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$20.9M -$289K -2,269 -1%
AllianceBernstein
84
AllianceBernstein
Tennessee
$20.6M -$4.79M -37,601 -19%
WG
85
Winton Group
United Kingdom
$20.5M +$18.1M +141,777 +754%
Amundi
86
Amundi
France
$20.4M -$24.3M -191,199 -55%
HW
87
Hancock Whitney
Mississippi
$20.3M +$701K +5,506 +4%
CIA
88
CCM Investment Advisers
South Carolina
$20M -$3.31M -25,956 -14%
SGAM
89
Smith Group Asset Management
Texas
$19.9M +$19.9M +156,588 New
Wells Fargo
90
Wells Fargo
California
$19.7M +$2.26M +17,766 +13%
CS
91
Candriam SCA
Luxembourg
$19.2M -$2.85M -22,367 -13%
Principal Financial Group
92
Principal Financial Group
Iowa
$18.8M -$43.2M -338,969 -70%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$18.4M +$136K +1,068 +0.7%
UBS Group
94
UBS Group
Switzerland
$18.1M -$934K -7,335 -5%
AIM
95
Access Investment Management
Georgia
$18M +$18M +141,055 New
KBC Group
96
KBC Group
Belgium
$17.9M +$16.3M +128,012 +1,028%
Citigroup
97
Citigroup
New York
$16.6M -$756K -5,934 -4%
CS
98
Credit Suisse
Switzerland
$16.5M +$1.32M +10,364 +9%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$16.2M +$9.37M +73,600 +138%
AS
100
Aware Super
Australia
$16M +$8.94M +70,243 New
2 3
4
5 6

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.