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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
NWM
201
Nicola Wealth Management
British Columbia, Canada
$3.86M -$984K -9,000 -29%
CGH
202
Crossmark Global Holdings
Texas
$3.85M -$1.33M -12,155 -30%
GS
203
GTS Securities
New York
$3.85M +$1.04M +9,479 +45%
VPIM
204
Vanguard Personalized Indexing Management
California
$3.84M +$379K +3,463 +13%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.83M +$2.33M +21,300 +239%
VF
206
Virtu Financial
New York
$3.81M +$3.06M +27,992 +1,374%
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$3.8M +$171K +1,561 +5%
CAM
208
ClariVest Asset Management
California
$3.8M -$547 -5 -0%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$3.76M +$1.19M +10,905 +58%
DADC
210
D.A. Davidson & Co
Montana
$3.72M +$425K +3,887 +15%
AssetMark Inc
211
AssetMark Inc
California
$3.71M +$456K +4,167 +17%
KTA
212
Keeley-Teton Advisors
Illinois
$3.7M -$219 -2 -0%
NMIMC
213
Northwestern Mutual Investment Management Company
Wisconsin
$3.68M -$50.5K -462 -2%
HIS
214
Horizon Investment Services
Indiana
$3.64M -$13.1K -120 -0.4%
LIP
215
Lighthouse Investment Partners
Florida
$3.62M -$1.29M -11,795 -29%
FAF
216
Första AP-fonden
Sweden
$3.55M +$3.06M +28,000 New
Creative Planning
217
Creative Planning
Kansas
$3.51M -$581K -5,311 -16%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$3.51M +$1.28M +11,719 +74%
NMERB
219
New Mexico Educational Retirement Board
New Mexico
$3.45M
AM
220
AGF Management
Ontario, Canada
$3.44M -$1.31M -11,945 -31%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.36M -$4.12M -37,634 -59%
SFM
222
Signet Financial Management
New Jersey
$3.28M -$36.7K -336 -1%
Pacer Advisors
223
Pacer Advisors
Pennsylvania
$3.26M -$76.8K -702 -3%
X
224
Xponance
Pennsylvania
$3.22M -$53K -485 -2%
SEIA
225
Signature Estate & Investment Advisors
California
$3.21M +$29.7K +272 +1%

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.