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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
EWM
126
Evercore Wealth Management
New York
$2.52M -$2.4M -110,000 -51%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$2.41M -$386K -17,711 -15%
BCM
128
Bayesian Capital Management
New York
$2.4M +$2.21M +101,400 New
AL
129
Airain Ltd
Guernsey
$2.37M +$1.8M +82,737 +478%
CG
130
Clinton Group
New York
$2.22M -$7.64M -350,770 -79%
SAM
131
Shell Asset Management
Netherlands
$2.19M -$17.5K -804 -0.9%
DCM
132
Dupont Capital Management
Delaware
$2.13M +$1.96M +89,782 New
ERSOT
133
Employees Retirement System of Texas
Texas
$2.11M +$1.94M +89,000 New
MERSOM
134
Municipal Employees' Retirement System of Michigan
Michigan
$2.06M +$28.8K +1,320 +2%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$2.05M – – –
MSA
136
Mason Street Advisors
Wisconsin
$2.05M -$39.2K -1,799 -2%
LMGAM
137
Liberty Mutual Group Asset Management
Massachusetts
$1.98M -$12.8K -588 -0.7%
ASRS
138
Arizona State Retirement System
Arizona
$1.96M +$181K +8,300 +11%
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$1.96M +$327 +15 +0%
ICOM
140
Investment Counselors of Maryland
Maryland
$1.92M -$9.26K -425 -0.5%
HCM
141
Highbridge Capital Management
New York
$1.89M -$6.06M -278,145 -78%
PM
142
Parametrica Management
Hong Kong
$1.88M +$1.73M +79,341 New
MC
143
MRJ Capital
New York
$1.87M -$153K -7,000 -8%
Federated Hermes
144
Federated Hermes
Pennsylvania
$1.87M -$175K -8,035 -9%
AF
145
AMG Funds
Connecticut
$1.87M -$148K -6,806 -8%
SEI Investments
146
SEI Investments
Pennsylvania
$1.84M +$886K +40,680 +109%
UBS Group
147
UBS Group
Switzerland
$1.8M +$838K +38,461 +102%
Squarepoint
148
Squarepoint
New York
$1.8M +$1.26M +57,852 +314%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.77M -$47.9K -2,200 -3%
SEC
150
Seven Eight Capital
New York
$1.75M +$1.61M +73,861 New
4 5
6
7 8

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.