We are live on ! Find out more

343 hedge funds and large institutions have $3.04B invested in Jabil in 2013 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 122 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $38.3M | Put options by funds: $35.8M

4% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 56

1% more funds holding

Funds holding: 341343 (+2)

0% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 122

0.92% less ownership

Funds ownership: 85.45%84.52% (-0.92%)

46% less capital invested

Capital invested by funds: $5.59B → $3.04B (-$2.55B)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
343
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
9.96%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
58
Increased
122
Reduced
122
Closed
56
Calls
$38.3M
Puts
$35.8M
Net Calls
+$2.49M
Net Calls Change
+$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$207M +$4.65M +229,354 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$187M -$192M -9,481,037 -47%
FC
3
Fairpointe Capital
Illinois
$169M +$50.1M +2,470,693 +34%
State Street
4
State Street
Massachusetts
$152M +$38.1M +1,877,047 +27%
Capital International Investors
5
Capital International Investors
California
$105M
CGT
6
Capital Guardian Trust
California
$95.4M -$328K -16,167 -0.3%
BIT
7
BlackRock Institutional Trust
California
$94.9M -$1.55M -76,285 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.2M +$49.6M +2,447,215 +103%
Allianz Asset Management
9
Allianz Asset Management
Germany
$76M +$571K +28,159 +0.7%
Primecap Management
10
Primecap Management
California
$66.6M +$3.91M +192,840 +5%
Wells Fargo
11
Wells Fargo
California
$64M +$26.5M +1,307,737 +55%
AllianceBernstein
12
AllianceBernstein
Tennessee
$58.7M +$8.03M +395,975 +13%
PP
13
Prudential plc
United Kingdom
$55.5M -$3.1M -152,859 -5%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$50M +$58.1M +2,865,900 New
UBS AM
15
UBS AM
Illinois
$49.8M +$51.8M +2,554,391 +850%
GCM
16
Glenview Capital Management
New York
$49.2M +$57.2M +2,822,181 New
Invesco
17
Invesco
Georgia
$49M -$13.5M -667,990 -19%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$43.9M -$34.7M -1,710,665 -40%
BFA
19
BlackRock Fund Advisors
California
$42.1M +$1.4M +69,234 +3%
FCM
20
Frontier Capital Management
Massachusetts
$40.4M -$24.4M -1,204,506 -34%
Bank of America
21
Bank of America
North Carolina
$39.7M +$8.25M +406,922 +22%
JRP
22
Jasper Ridge Partners
California
$39M
SO
23
STRS Ohio
Ohio
$36.5M
AQR Capital Management
24
AQR Capital Management
Connecticut
$35.2M +$12.2M +600,217 +42%
Northern Trust
25
Northern Trust
Illinois
$34M -$617K -30,423 -2%

JBL Hedge Fund Activity: Q4 2013 in Review

343 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2013, worth a combined $3.04B — down 46% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new JBL positions and 56 closed out — a net gain of 2 holders — while 122 added to existing stakes and 122 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $58.1M. The largest seller was Fidelity Investments, cutting an estimated $192M.

  • 343 institutional investors held Jabil (JBL) as of Q4 2013, up from 341 in Q3 2013.
  • Funds reported $3.04B of Jabil stock for Q4 2013, down 46% quarter-over-quarter.
  • 58 funds opened new Jabil positions in Q4 2013 and 56 closed out, a net change of +2 holders.
  • The largest Jabil buyer in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $58.1M added.
  • The largest Jabil seller in Q4 2013 was Fidelity Investments, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2013.