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Jabil
JBL

328 hedge funds and large institutions have $3.38B invested in Jabil in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 112

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 326 → 328 (+2)

7% less call options, than puts

Call options by funds: $8.53M | Put options by funds: $9.21M

3.74% less ownership

Funds ownership: 97.62% → 93.89% (-3.7%)

22% less capital invested

Capital invested by funds: $4.32B → $3.38B (-$931M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
8.74%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
40
Increased
134
Reduced
112
Closed
36
Calls
$8.53M
Puts
$9.21M
Net Calls
-$681K
Net Calls Change
-$12.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$21.6M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$54.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$41M
3
CGT
Capital Guardian Trust
California
-$30.1M
4
NI
Numeric Investors
Massachusetts
-$29.8M
5
RFC
Russell Frank Company
Washington
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
101
Affinity Investment Advisors
California
$3.63M +$133K +6,602 +4%
Federated Hermes
102
Federated Hermes
Pennsylvania
$3.6M -$8.03M -397,819 -68%
PCM
103
Palouse Capital Management
Washington
$3.52M -$133K -6,604 -3%
FQ
104
First Quadrant
California
$3.38M -$23.2M -1,150,140 -87%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$3.36M +$121K +5,972 +4%
AllianceBernstein
106
AllianceBernstein
Tennessee
$3.31M -$13K -645 -0.4%
SGCIA
107
Smith Graham & Co Investment Advisors
Texas
$3.24M +$1.26M +62,570 +59%
UBS Group
108
UBS Group
Switzerland
$3.24M +$380K +18,825 +13%
LS
109
Livforsakringsbolaget Skandia
Sweden
$3.05M +$418K +20,700 +15%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.02M -$2.12M -104,966 -40%
Comerica Bank
111
Comerica Bank
Texas
$2.96M +$111K +5,488 +3%
TPSF
112
Texas Permanent School Fund
Texas
$2.93M -$122K -6,053 -4%
CI
113
Capital International
California
$2.8M -$293K -14,500 -9%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$2.61M -$84.3K -4,178 -3%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$2.59M -$119K -5,910 -4%
MOACM
116
Mutual of America Capital Management
New York
$2.55M +$144K +7,147 +6%
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$2.51M +$51.3K +2,544 +2%
B
118
Barings
North Carolina
$2.5M – – –
O
119
OppenheimerFunds
New York
$2.39M +$141K +6,964 +6%
HNB
120
Huntington National Bank
Ohio
$2.33M +$480K +23,776 +31%
PI
121
PGGM Investments
Netherlands
$2.27M +$58K +2,873 +3%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.24M +$1.45M +72,027 +162%
MC
123
MRJ Capital
New York
$2.14M -$16.1K -800 -0.7%
GIA
124
Gargoyle Investment Advisor
New Jersey
$2.07M +$2.16M +107,271 New
Canada Life
125
Canada Life
Manitoba, Canada
$2.03M -$456K -22,619 -18%
3 4
5
6 7

JBL Hedge Fund Activity: Q1 2016 in Review

328 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2016, worth a combined $3.38B — down 22% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JBL positions and 36 closed out — a net gain of 4 holders — while 134 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.3M. The largest seller was AJO LP, cutting an estimated $54.9M.

  • 328 institutional investors held Jabil (JBL) as of Q1 2016, up from 326 in Q4 2015.
  • Funds reported $3.38B of Jabil stock for Q1 2016, down 22% quarter-over-quarter.
  • 40 funds opened new Jabil positions in Q1 2016 and 36 closed out, a net change of +4 holders.
  • The largest Jabil buyer in Q1 2016 was Fidelity Investments, an estimated $64.3M added.
  • The largest Jabil seller in Q1 2016 was AJO LP, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2016.