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626 hedge funds and large institutions have $16B invested in Jabil in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 177 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $263M | Put options by funds: $118M

63% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 68

22% more capital invested

Capital invested by funds: $13.2B → $16B (+$2.84B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

6% more funds holding

Funds holding: 588626 (+38)

4.17% more ownership

Funds ownership: 92.2%96.37% (+4.2%)

31% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 255

Holders
626
Holders Change
+38
Holders Change %
+6.46%
% of All Funds
9.93%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
111
Increased
177
Reduced
255
Closed
68
Calls
$263M
Puts
$118M
Net Calls
+$145M
Net Calls Change
+$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCS
151
Concentric Capital Strategies
Connecticut
$7.54M -$608K -5,556 -9%
PFM
152
Premier Fund Managers
United Kingdom
$7.2M -$678K -6,200 -10%
MAM
153
Martingale Asset Management
Massachusetts
$7.18M -$102K -930 -2%
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$6.78M +$5.85M +53,456 New
TI
155
Trexquant Investment
Connecticut
$6.77M +$4.83M +44,166 +483%
EWM
156
Evercore Wealth Management
New York
$6.67M +$1.86K +17 +0%
Asset Management One
157
Asset Management One
Japan
$6.67M +$5.74M +52,528 New
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$6.54M +$1.31M +11,960 +30%
GCM
159
Genus Capital Management
British Columbia, Canada
$6.38M -$167K -1,530 -3%
HI
160
Handelsinvest Investeringsforvaltning
Denmark
$6.34M -$6.78M -62,000 -55%
Corient Private Wealth
161
Corient Private Wealth
Florida
$6.29M -$33.2K -304 -0.6%
AIMCA
162
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.21M -$820K -7,500 -13%
FM
163
Foster & Motley
Ohio
$5.89M +$7.11K +65 +0.1%
RFWA
164
RPg Family Wealth Advisory
Massachusetts
$5.87M -$1.28M -11,694 -20%
TCM
165
Teza Capital Management
Illinois
$5.84M +$2.07M +18,909 +70%
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$5.81M +$5.01M +45,778 New
AWM
167
AE Wealth Management
Kansas
$5.79M -$152K -1,392 -3%
CG
168
Castellan Group
Kentucky
$5.73M -$249K -2,275 -5%
SAM
169
Storebrand Asset Management
Norway
$5.72M +$4.93M +45,058 New
LS
170
Livforsakringsbolaget Skandia
Sweden
$5.65M -$197K -1,800 -4%
P
171
Paradiem
Louisiana
$5.64M -$875K -7,998 -15%
IIM
172
INTECH Investment Management
Florida
$5.54M +$2.61M +23,910 +121%
AIP
173
Ameritas Investment Partners
Nebraska
$5.53M -$414K -3,782 -8%
LPL Financial
174
LPL Financial
California
$5.51M +$29.1K +266 +0.6%
EGI
175
EAM Global Investors
California
$5.43M +$4.68M +42,823 New

JBL Hedge Fund Activity: Q3 2023 in Review

626 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2023, worth a combined $16B — up 22% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new JBL positions and 68 closed out — a net gain of 43 holders — while 177 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Credit Agricole, cutting an estimated $84.1M.

  • 626 institutional investors held Jabil (JBL) as of Q3 2023, up from 588 in Q2 2023.
  • Funds reported $16B of Jabil stock for Q3 2023, up 22% quarter-over-quarter.
  • 111 funds opened new Jabil positions in Q3 2023 and 68 closed out, a net change of +43 holders.
  • The largest Jabil buyer in Q3 2023 was Fidelity Investments, an estimated $158M added.
  • The largest Jabil seller in Q3 2023 was Credit Agricole, an estimated $84.1M sold.

Based on aggregated 13F filings for Q3 2023.