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Jabil
JBL

313 hedge funds and large institutions have $4.21B invested in Jabil in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 29

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

65% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $12.5M

12% more capital invested

Capital invested by funds: $3.76B → $4.21B (+$447M)

7% more funds holding

Funds holding: 292 → 313 (+21)

5.8% more ownership

Funds ownership: 90.76% → 96.56% (+5.8%)

16% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 121

Holders
313
Holders Change
+21
Holders Change %
+7.19%
% of All Funds
7.83%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
53
Increased
102
Reduced
121
Closed
29
Calls
$20.6M
Puts
$12.5M
Net Calls
+$8.1M
Net Calls Change
+$3.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$35.7M
2
Boston Partners
Boston Partners
Massachusetts
+$33.4M
3
Prudential Financial
Prudential Financial
New Jersey
+$26.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$18.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$30.8M
3
Wells Fargo
Wells Fargo
California
-$23.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.5M
5
PP
Prudential plc
United Kingdom
-$8.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
101
Suntrust Banks
Georgia
$3.73M +$305 +14 +0%
KBC Group
102
KBC Group
Belgium
$3.67M +$2.47M +113,164 +270%
Axa
103
Axa
France
$3.63M -$264K -12,100 -7%
SGCIA
104
Smith Graham & Co Investment Advisors
Texas
$3.63M -$259K -11,900 -7%
BlackRock
105
BlackRock
New York
$3.49M +$101K +4,642 +3%
MOACM
106
Mutual of America Capital Management
New York
$3.37M -$81.6K -3,746 -3%
RCM
107
Riverhead Capital Management
Delaware
$3.37M +$1.3M +59,500 +72%
AP
108
AHL Partners
United Kingdom
$3.33M +$3.06M +140,465 New
TPSF
109
Texas Permanent School Fund
Texas
$3.2M -$223K -10,215 -7%
Citigroup
110
Citigroup
New York
$3.06M -$512K -23,505 -15%
GHCM
111
Glen Harbor Capital Management
California
$3.05M +$2.81M +129,008 New
SCM
112
Stevens Capital Management
Pennsylvania
$3.05M +$2.81M +128,729 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$3.02M +$863K +39,613 +38%
Capstone Investment Advisors
114
Capstone Investment Advisors
New York
$2.98M +$2.74M +125,796 New
AllianceBernstein
115
AllianceBernstein
Tennessee
$2.96M -$66.2K -3,040 -2%
SIM
116
Spark Investment Management
New York
$2.91M +$2.68M +122,800 New
PI
117
PGGM Investments
Netherlands
$2.77M -$104K -4,763 -4%
Aviva
118
Aviva
United Kingdom
$2.75M +$124K +5,690 +5%
AC
119
AFAM Capital
Texas
$2.65M +$113K +5,190 +5%
VIA
120
Vident Investment Advisory
Georgia
$2.63M -$13.8K -632 -0.6%
Verition Fund Management
121
Verition Fund Management
Connecticut
$2.6M +$1.55M +70,919 +183%
PCM
122
Palouse Capital Management
Washington
$2.58M -$162K -7,439 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
123
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.55M -$4.11M -188,683 -64%
DCM
124
Dynamic Capital Management
Jersey
$2.53M +$1.96M +89,982 +535%
KWILP
125
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.53M +$2.33M +106,798 New
3 4
5
6 7

JBL Hedge Fund Activity: Q4 2016 in Review

313 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2016, worth a combined $4.21B — up 12% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JBL positions and 29 closed out — a net gain of 24 holders — while 102 added to existing stakes and 121 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $101M.

  • 313 institutional investors held Jabil (JBL) as of Q4 2016, up from 292 in Q3 2016.
  • Funds reported $4.21B of Jabil stock for Q4 2016, up 12% quarter-over-quarter.
  • 53 funds opened new Jabil positions in Q4 2016 and 29 closed out, a net change of +24 holders.
  • The largest Jabil buyer in Q4 2016 was Two Sigma Investments, an estimated $35.7M added.
  • The largest Jabil seller in Q4 2016 was Fidelity Investments, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2016.