We are live on ! Find out more

341 hedge funds and large institutions have $5.59B invested in Jabil in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

61% more capital invested

Capital invested by funds: $3.46B → $5.59B (+$2.13B)

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

10% more funds holding

Funds holding: 311341 (+30)

1.06% more ownership

Funds ownership: 84.39%85.45% (+1.1%)

19% less call options, than puts

Call options by funds: $46.2M | Put options by funds: $57.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
341
Holders Change
+30
Holders Change %
+9.65%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
60
Increased
131
Reduced
115
Closed
28
Calls
$46.2M
Puts
$57.2M
Net Calls
-$11.1M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Vigilant Capital Management
Maine
$5.42M +$383K +16,815 +7%
ERSOT
102
Employees Retirement System of Texas
Texas
$5.18M +$1.44M +63,000 +36%
Principal Financial Group
103
Principal Financial Group
Iowa
$5.17M -$53.5K -2,344 -1%
HNB
104
Huntington National Bank
Ohio
$5.15M +$21.8K +955 +0.4%
CIS
105
Capital International Sarl
California
$5.05M +$844K +37,000 +19%
MMCM
106
Marque Millennium Capital Management
New York
$5.03M
Federated Hermes
107
Federated Hermes
Pennsylvania
$4.76M +$3.55M +155,709 +244%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$4.74M -$1.42M -62,092 -22%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$4.68M -$2.16M -94,829 -30%
HCM
110
Herndon Capital Management
Georgia
$4.62M -$862K -37,804 -15%
SG Americas Securities
111
SG Americas Securities
New York
$4.56M +$150K +6,566 +3%
Fisher Asset Management
112
Fisher Asset Management
Washington
$4.55M +$457K +20,025 +11%
RFC
113
Russell Frank Company
Washington
$4.2M -$830K -36,384 -16%
Nomura Holdings
114
Nomura Holdings
Japan
$4.16M +$1.82M +79,724 +72%
STC
115
SEI Trust Company
Pennsylvania
$4.14M +$2.19M +96,240 +102%
GC
116
Globeflex Capital
California
$4.09M +$7.98K +350 +0.2%
NSAM
117
North Star Asset Management
Wisconsin
$4.01M +$80K +3,510 +2%
Ameriprise
118
Ameriprise
Minnesota
$4M -$47.7K -2,093 -1%
SCM
119
Stevens Capital Management
Pennsylvania
$3.96M +$4.17M +182,747 New
Bank of Nova Scotia
120
Bank of Nova Scotia
Ontario, Canada
$3.96M +$4.16M +182,592 New
CBOA
121
Commonwealth Bank of Australia
Australia
$3.92M +$1.68M +73,586 +69%
RJA
122
Raymond James & Associates
Florida
$3.88M +$932K +40,873 +30%
CI
123
Capital International
California
$3.87M -$748K -32,800 -16%
Millennium Management
124
Millennium Management
New York
$3.73M +$2.05M +89,768 +109%
PA
125
Pinnacle Associates
New York
$3.69M +$171K +7,500 +5%

JBL Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2013, worth a combined $5.59B — up 61% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBL positions and 28 closed out — a net gain of 32 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $93.4M.

  • 341 institutional investors held Jabil (JBL) as of Q3 2013, up from 311 in Q2 2013.
  • Funds reported $5.59B of Jabil stock for Q3 2013, up 61% quarter-over-quarter.
  • 60 funds opened new Jabil positions in Q3 2013 and 28 closed out, a net change of +32 holders.
  • The largest Jabil buyer in Q3 2013 was Bank of Montreal, an estimated $43.2M added.
  • The largest Jabil seller in Q3 2013 was Fidelity Investments, an estimated $93.4M sold.

Based on aggregated 13F filings for Q3 2013.