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317 hedge funds and large institutions have $3.61B invested in Jabil in 2014 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 109 increasing their positions, 125 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

41% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $22.4M

18% more capital invested

Capital invested by funds: $3.07B → $3.61B (+$542M)

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

2.1% more ownership

Funds ownership: 82.98%85.08% (+2.1%)

1% more funds holding

Funds holding: 315317 (+2)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 125

Holders
317
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.11%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.2%
New
36
Increased
109
Reduced
125
Closed
31
Calls
$31.5M
Puts
$22.4M
Net Calls
+$9.07M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$271M +$6.35M +341,829 +3%
FC
2
Fairpointe Capital
Illinois
$217M +$890K +47,873 +0.5%
State Street
3
State Street
Massachusetts
$206M +$5.44M +292,478 +3%
Boston Partners
4
Boston Partners
Massachusetts
$177M +$10.6M +569,936 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$148M -$8.14M -437,763 -6%
Capital International Investors
6
Capital International Investors
California
$126M
Invesco
7
Invesco
Georgia
$113M +$46.9M +2,524,626 +88%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$111M +$7.57M +407,421 +8%
BIT
9
BlackRock Institutional Trust
California
$108M -$2.32M -124,807 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$99.7M +$2.89M +155,509 +3%
CGT
11
Capital Guardian Trust
California
$92.2M -$3.44M -184,915 -4%
Norges Bank
12
Norges Bank
Norway
$81M +$40.2M +2,162,080 +126%
Primecap Management
13
Primecap Management
California
$80.8M -$1.24M -66,600 -2%
UBS AM
14
UBS AM
Illinois
$65.8M -$8.17M -439,434 -12%
Wells Fargo
15
Wells Fargo
California
$58.2M -$3.38M -181,762 -6%
TAM
16
Tocqueville Asset Management
New York
$57.7M +$191K +10,250 +0.4%
BFA
17
BlackRock Fund Advisors
California
$53.1M +$2.62M +140,757 +6%
WG
18
Winton Group
United Kingdom
$51.3M +$45.6M +2,453,208 New
GC
19
Guggenheim Capital
Illinois
$50.7M +$7.36M +395,824 +19%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$50.6M -$1.75M -94,066 -4%
FCM
21
Frontier Capital Management
Massachusetts
$49.9M -$126K -6,784 -0.3%
JRP
22
Jasper Ridge Partners
California
$46.7M
SO
23
STRS Ohio
Ohio
$43.8M
AQR Capital Management
24
AQR Capital Management
Connecticut
$43.2M +$3.36M +180,600 +10%
Northern Trust
25
Northern Trust
Illinois
$42M +$266K +14,329 +0.7%

JBL Hedge Fund Activity: Q2 2014 in Review

317 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q2 2014, worth a combined $3.61B — up 18% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new JBL positions and 31 closed out — a net gain of 5 holders — while 109 added to existing stakes and 125 trimmed.

The largest buyer was Invesco, adding an estimated $46.9M. The largest seller was Allianz Asset Management, cutting an estimated $79.2M.

  • 317 institutional investors held Jabil (JBL) as of Q2 2014, up from 315 in Q1 2014.
  • Funds reported $3.61B of Jabil stock for Q2 2014, up 18% quarter-over-quarter.
  • 36 funds opened new Jabil positions in Q2 2014 and 31 closed out, a net change of +5 holders.
  • The largest Jabil buyer in Q2 2014 was Invesco, an estimated $46.9M added.
  • The largest Jabil seller in Q2 2014 was Allianz Asset Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q2 2014.