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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
WAM
201
World Asset Management
Michigan
$495K -$59.1K -3,279 -11%
MAM
202
Meeder Asset Management
Ohio
$490K +$185K +10,270 +61%
SC
203
Skylands Capital
Wisconsin
$486K
RIM
204
Regent Investment Management
Kentucky
$483K -$43.2K -2,400 -8%
PP
205
Paloma Partners
Connecticut
$469K +$200K +11,100 +74%
Asset Management One
206
Asset Management One
Japan
$468K +$75.6K +4,197 +19%
US Bancorp
207
US Bancorp
Minnesota
$457K -$446K -24,787 -49%
PAMU
208
Pictet Asset Management (UK)
United Kingdom
$457K
GCP
209
GSA Capital Partners
United Kingdom
$447K +$70.5K +3,916 +19%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$447K +$447K +24,837 New
PAM
211
Princeton Alpha Management
New Jersey
$439K +$440K +24,416 New
NMERB
212
New Mexico Educational Retirement Board
New Mexico
$436K +$436K +24,203 New
CI
213
Cambiar Investors
Colorado
$432K +$67.6K +3,755 +19%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$430K +$7.85K +436 +2%
DVM
215
Dreman Value Management
Florida
$428K -$28.6K -1,589 -6%
CC
216
Cipher Capital
New York
$406K +$406K +22,538 New
SKK
217
Shepherd Kaplan Krochuk
Massachusetts
$396K +$396K +22,000 New
AMI
218
Amica Mutual Insurance
Rhode Island
$394K
JG
219
Jefferies Group
New York
$385K -$92.5K -5,135 -19%
MOACM
220
Mutual of America Capital Management
New York
$368K -$78.7K -4,367 -18%
AG
221
Aperio Group
California
$367K +$368K +20,414 New
PAM
222
Panagora Asset Management
Massachusetts
$360K +$33.8K +1,875 +10%
HIM
223
Herald Investment Management
United Kingdom
$354K
GIA
224
Gateway Investment Advisers
Ohio
$346K -$2.54K -141 -0.7%
CG
225
Clinton Group
New York
$341K -$464K -25,763 -58%

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.