We are live on ! Find out more

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
D.E. Shaw & Co
176
D.E. Shaw & Co
New York
$5.32M +$3.42M +31,274 +293%
SPIA
177
Steward Partners Investment Advisory
New York
$5.17M +$8.86K +81 +0.2%
BCM
178
Bridgeway Capital Management
Texas
$5.16M +$2.12M +19,400 +91%
Marshall Wace
179
Marshall Wace
United Kingdom
$5.16M +$4.44M +40,634 New
FC
180
FORA Capital
Florida
$5.04M +$4.34M +39,702 New
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$4.96M -$3.46M -31,643 -45%
TF
182
Trek Financial
Arizona
$4.88M +$4.21M +38,455 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$4.74M -$17.7K -162 -0.4%
LSERS
184
Louisiana State Employees Retirement System
Louisiana
$4.71M -$186K -1,700 -4%
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$4.66M -$169K -1,545 -4%
GAM
186
Gotham Asset Management
New York
$4.64M +$890K +8,139 +29%
Swedbank
187
Swedbank
Sweden
$4.56M +$3.93M +35,976 New
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$4.55M -$65.9K -603 -2%
ASRS
189
Arizona State Retirement System
Arizona
$4.53M -$171K -1,561 -4%
FAF
190
Fjarde Ap-fonden
Sweden
$4.53M +$3.9M +35,700 New
EF
191
Empowered Funds
Pennsylvania
$4.38M +$3.56M +32,562 +1,682%
TWC
192
TD Waterhouse Canada
Ontario, Canada
$4.22M -$2.14M -19,592 -44%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$4.19M -$45.5K -416 -1%
DnB Asset Management
194
DnB Asset Management
Norway
$4.18M +$3.61M +32,979 New
QCM
195
Quantinno Capital Management
New York
$4.18M +$565K +5,171 +19%
Truist Financial
196
Truist Financial
North Carolina
$4.16M -$672K -6,143 -16%
Lazard Asset Management
197
Lazard Asset Management
New York
$4.11M -$460K -4,209 -11%
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$4.07M -$1.45M -13,261 -29%
IMRF
199
Illinois Municipal Retirement Fund
Illinois
$4.06M
SOMRS
200
State of Michigan Retirement System
Michigan
$3.97M -$153K -1,400 -4%

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.