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Jabil
JBL

328 hedge funds and large institutions have $3.38B invested in Jabil in 2016 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 112 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 112

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 326 → 328 (+2)

7% less call options, than puts

Call options by funds: $8.53M | Put options by funds: $9.21M

3.74% less ownership

Funds ownership: 97.62% → 93.89% (-3.7%)

22% less capital invested

Capital invested by funds: $4.32B → $3.38B (-$931M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
328
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
8.74%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
40
Increased
134
Reduced
112
Closed
36
Calls
$8.53M
Puts
$9.21M
Net Calls
-$681K
Net Calls Change
-$12.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.6M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$21.6M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$15.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$13.1M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$54.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$41M
3
CGT
Capital Guardian Trust
California
-$30.1M
4
NI
Numeric Investors
Massachusetts
-$29.8M
5
RFC
Russell Frank Company
Washington
-$25.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NBC
176
Neuberger Berman Canada
Ontario, Canada
$904K +$132K +6,534 +16%
ECM
177
ETrade Capital Management
Virginia
$900K +$943K +46,711 New
Millennium Management
178
Millennium Management
New York
$891K -$6.42M -318,372 -87%
CII
179
Capital International Inc
California
$883K -$708K -35,100 -43%
Macquarie Group
180
Macquarie Group
Australia
$842K -$987K -48,900 -53%
KBC Group
181
KBC Group
Belgium
$809K -$178K -8,805 -17%
MAM
182
Meeder Asset Management
Ohio
$807K +$757K +37,538 +873%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$806K -$25.2K -1,248 -3%
Envestnet Asset Management
184
Envestnet Asset Management
Illinois
$799K +$326K +16,146 +64%
NSAM
185
North Star Asset Management
Wisconsin
$778K -$151K -7,503 -16%
CPIM
186
Columbia Partners Investment Management
Virginia
$757K +$130K +6,439 +20%
VWA
187
V Wealth Advisors
Kansas
$745K +$772K +38,277 New
PAM
188
Princeton Alpha Management
New Jersey
$739K +$774K +38,351 New
FRM
189
Fox Run Management
Connecticut
$713K +$747K +37,000 New
Squarepoint
190
Squarepoint
New York
$692K +$725K +35,916 New
Tudor Investment Corp
191
Tudor Investment Corp
Connecticut
$690K -$447K -22,154 -38%
Massachusetts Financial Services
192
Massachusetts Financial Services
Massachusetts
$690K -$28.1K -1,395 -4%
Nomura Holdings
193
Nomura Holdings
Japan
$690K +$426K +21,114 +147%
Marshall Wace
194
Marshall Wace
United Kingdom
$685K +$717K +35,554 New
Group One Trading
195
Group One Trading
Illinois
$684K +$717K +35,511 New
QT
196
Quantbot Technologies
New York
$676K +$708K +35,090 New
URS
197
Utah Retirement Systems
Utah
$669K – – –
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$656K -$420K -20,814 -38%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$634K +$578K +28,621 +673%
HCM
200
Herndon Capital Management
Georgia
$603K -$11.8K -584 -2%
6 7
8
9 10

JBL Hedge Fund Activity: Q1 2016 in Review

328 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2016, worth a combined $3.38B — down 22% from $4.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JBL positions and 36 closed out — a net gain of 4 holders — while 134 added to existing stakes and 112 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.3M. The largest seller was AJO LP, cutting an estimated $54.9M.

  • 328 institutional investors held Jabil (JBL) as of Q1 2016, up from 326 in Q4 2015.
  • Funds reported $3.38B of Jabil stock for Q1 2016, down 22% quarter-over-quarter.
  • 40 funds opened new Jabil positions in Q1 2016 and 36 closed out, a net change of +4 holders.
  • The largest Jabil buyer in Q1 2016 was Fidelity Investments, an estimated $64.3M added.
  • The largest Jabil seller in Q1 2016 was AJO LP, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2016.