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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
JGC
126
J. Goldman & Co
New York
$3.69M +$3.88M +170,218 New
CII
127
Capital International Inc
California
$3.63M -$2.97M -130,400 -44%
FQ
128
First Quadrant
California
$3.63M +$3.81M +167,200 New
CI
129
Cambiar Investors
Colorado
$3.57M +$284K +12,460 +8%
BTS
130
BB&T Securities
Virginia
$3.45M +$101K +4,408 +38%
Swiss National Bank
131
Swiss National Bank
Switzerland
$3.44M -$173K -7,600 -5%
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$3.27M +$52.9K +2,318 +2%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$3.23M -$263K -11,550 -7%
Citigroup
134
Citigroup
New York
$3.15M -$847K -37,121 -20%
U
135
UBS
Switzerland
$3.06M -$1.24M -54,405 -28%
PI
136
PGGM Investments
Netherlands
$2.93M +$345K +15,149 +13%
BAAM
137
Baker Avenue Asset Management
California
$2.9M +$3.05M +133,526 New
DA
138
Denali Advisors
California
$2.85M +$759K +33,300 +34%
ACM
139
Advisors Capital Management
New Jersey
$2.83M +$207K +9,073 +7%
US Bancorp
140
US Bancorp
Minnesota
$2.81M +$538K +23,570 +22%
PCP
141
Perimeter Capital Partners
Georgia
$2.81M -$488K -21,384 -14%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$2.81M +$70K +3,069 +2%
FMT
143
First Mercantile Trust
Tennessee
$2.77M -$133K -5,840 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.73M -$192K -8,400 -6%
ST
145
Sentinel Trust
Texas
$2.56M -$15.7K -690 -0.6%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$2.54M -$13.3K -582 -0.5%
WAM
147
Wolverine Asset Management
Illinois
$2.46M +$1.29M +56,419 +99%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$2.38M +$26K +1,141 +1%
B
149
Barings
North Carolina
$2.31M +$1.53M +66,900 +169%
AAM
150
Aston Asset Management
Illinois
$2.18M -$296K -12,990 -11%

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.