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341 hedge funds and large institutions have $5.59B invested in Jabil in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 131 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

61% more capital invested

Capital invested by funds: $3.46B → $5.59B (+$2.13B)

14% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 115

10% more funds holding

Funds holding: 311341 (+30)

1.06% more ownership

Funds ownership: 84.39%85.45% (+1.1%)

19% less call options, than puts

Call options by funds: $46.2M | Put options by funds: $57.2M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
341
Holders Change
+30
Holders Change %
+9.65%
% of All Funds
11.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
60
Increased
131
Reduced
115
Closed
28
Calls
$46.2M
Puts
$57.2M
Net Calls
-$11.1M
Net Calls Change
-$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.84B
Fidelity Investments
2
Fidelity Investments
Massachusetts
$438M -$93.4M -4,097,241 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$252M +$5.41M +237,282 +2%
FC
4
Fairpointe Capital
Illinois
$157M +$16.9M +739,161 +11%
State Street
5
State Street
Massachusetts
$149M +$4.08M +178,719 +3%
Capital International Investors
6
Capital International Investors
California
$131M +$33.1M +1,450,000 +32%
BIT
7
BlackRock Institutional Trust
California
$120M -$4.14M -181,423 -3%
CGT
8
Capital Guardian Trust
California
$119M -$9.42M -413,153 -7%
Allianz Asset Management
9
Allianz Asset Management
Germany
$93.8M -$1.18M -51,834 -1%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$91.7M +$10.5M +460,332 +12%
Primecap Management
11
Primecap Management
California
$78.7M -$1.27M -55,500 -2%
FCM
12
Frontier Capital Management
Massachusetts
$76.3M +$9.58M +420,130 +14%
Invesco
13
Invesco
Georgia
$75.4M -$553K -24,246 -0.7%
PP
14
Prudential plc
United Kingdom
$72.3M +$9.77M +428,212 +15%
AllianceBernstein
15
AllianceBernstein
Tennessee
$64.4M +$2.53M +111,017 +4%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$57.4M +$43.2M +1,895,304 +251%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$51.7M +$7.83M +343,400 +17%
Wells Fargo
18
Wells Fargo
California
$51.2M +$13.4M +588,782 +33%
BFA
19
BlackRock Fund Advisors
California
$50.8M +$1.03M +45,056 +2%
JRP
20
Jasper Ridge Partners
California
$48.4M -$1.21M -52,967 -2%
SO
21
STRS Ohio
Ohio
$45.4M
Citadel Advisors
22
Citadel Advisors
Florida
$44.9M +$28.8M +1,260,858 +156%
Northern Trust
23
Northern Trust
Illinois
$42.9M -$1.32M -57,893 -3%
Bank of America
24
Bank of America
North Carolina
$40.6M -$3.25M -142,567 -7%
Norges Bank
25
Norges Bank
Norway
$35.9M +$2.46M +107,943 +7%

JBL Hedge Fund Activity: Q3 2013 in Review

341 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2013, worth a combined $5.59B — up 61% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new JBL positions and 28 closed out — a net gain of 32 holders — while 131 added to existing stakes and 115 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $93.4M.

  • 341 institutional investors held Jabil (JBL) as of Q3 2013, up from 311 in Q2 2013.
  • Funds reported $5.59B of Jabil stock for Q3 2013, up 61% quarter-over-quarter.
  • 60 funds opened new Jabil positions in Q3 2013 and 28 closed out, a net change of +32 holders.
  • The largest Jabil buyer in Q3 2013 was Bank of Montreal, an estimated $43.2M added.
  • The largest Jabil seller in Q3 2013 was Fidelity Investments, an estimated $93.4M sold.

Based on aggregated 13F filings for Q3 2013.