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315 hedge funds and large institutions have $3.07B invested in Jabil in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 124 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $24.7M

1% more capital invested

Capital invested by funds: $3.04B → $3.07B (+$32.5M)

6% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 124

1.54% less ownership

Funds ownership: 84.52%82.98% (-1.5%)

8% less funds holding

Funds holding: 343315 (-28)

41% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 59

Holders
315
Holders Change
-28
Holders Change %
-8.16%
% of All Funds
9.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
116
Reduced
124
Closed
59
Calls
$30.3M
Puts
$24.7M
Net Calls
+$5.6M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$878K -$204K -11,345 -19%
B
177
Barings
North Carolina
$865K -$643K -35,700 -43%
PI
178
PineBridge Investments
New York
$835K
CA
179
Commerzbank Aktiengesellschaft
Germany
$831K -$34.3K -1,903 -4%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$763K +$3.6K +200 +0.5%
CIP
181
Chartwell Investment Partners
Pennsylvania
$759K -$341K -18,925 -31%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$741K -$64.7K -3,593 -8%
CAM
183
Capstone Asset Management
Texas
$735K -$65.4K -3,630 -8%
Parallax Volatility Advisers
184
Parallax Volatility Advisers
California
$734K +$661K +36,675 +893%
PCM
185
Prelude Capital Management
New York
$729K +$35.3K +1,962 +5%
IMS
186
Index Management Solutions
Pennsylvania
$720K +$674K +37,436 +1,451%
RFC
187
Regions Financial Corp
Alabama
$712K -$61.5K -3,416 -8%
OTPPB
188
Ontario Teachers' Pension Plan Board
Ontario, Canada
$667K -$114K -6,338 -15%
ARTA
189
A.R.T. Advisors
New York
$658K +$659K +36,611 New
URS
190
Utah Retirement Systems
Utah
$654K +$5.4K +300 +0.8%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$647K +$12K +667 +2%
Arrowstreet Capital
192
Arrowstreet Capital
Massachusetts
$633K +$634K +35,179 New
CTA
193
Colonial Trust Advisors
South Carolina
$618K +$618K +34,325 New
QT
194
Quantbot Technologies
New York
$617K +$618K +34,310 New
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$567K -$4.58M -254,500 -89%
Rafferty Asset Management
196
Rafferty Asset Management
New York
$558K +$558K +30,999 New
MSA
197
Mason Street Advisors
Wisconsin
$557K +$4.5K +250 +0.8%
GH
198
GAM Holding
Switzerland
$540K
SCA
199
SAC Capital Advisors
Connecticut
$529K -$480K -26,660 -48%
PGCM
200
Prescott Group Capital Management
Oklahoma
$517K

JBL Hedge Fund Activity: Q1 2014 in Review

315 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2014, worth a combined $3.07B — up 1.1% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of JBL and 35 opened new positions — a net loss of 24 holders — while 124 trimmed existing stakes and 116 added.

The largest buyer was Boston Partners, adding an estimated $137M. The largest seller was Fidelity Investments, cutting an estimated $57.4M.

  • 315 institutional investors held Jabil (JBL) as of Q1 2014, down from 343 in Q4 2013.
  • Funds reported $3.07B of Jabil stock for Q1 2014, up 1.1% quarter-over-quarter.
  • 35 funds opened new Jabil positions in Q1 2014 and 59 closed out, a net change of -24 holders.
  • The largest Jabil buyer in Q1 2014 was Boston Partners, an estimated $137M added.
  • The largest Jabil seller in Q1 2014 was Fidelity Investments, an estimated $57.4M sold.

Based on aggregated 13F filings for Q1 2014.