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Jabil
JBL

313 hedge funds and large institutions have $4.21B invested in Jabil in 2016 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 102 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 29

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

65% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $12.5M

12% more capital invested

Capital invested by funds: $3.76B → $4.21B (+$447M)

7% more funds holding

Funds holding: 292 → 313 (+21)

5.8% more ownership

Funds ownership: 90.76% → 96.56% (+5.8%)

16% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 121

Holders
313
Holders Change
+21
Holders Change %
+7.19%
% of All Funds
7.83%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
53
Increased
102
Reduced
121
Closed
29
Calls
$20.6M
Puts
$12.5M
Net Calls
+$8.1M
Net Calls Change
+$3.9M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
+$35.7M
2
Boston Partners
Boston Partners
Massachusetts
+$33.4M
3
Prudential Financial
Prudential Financial
New Jersey
+$26.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$18.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$18.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$30.8M
3
Wells Fargo
Wells Fargo
California
-$23.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.5M
5
PP
Prudential plc
United Kingdom
-$8.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$566M -$101M -4,630,800 -16%
Boston Partners
2
Boston Partners
Massachusetts
$335M +$33.4M +1,531,145 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$306M +$7.33M +336,570 +3%
TYCC
4
Texas Yale Capital Corp
Florida
$227M – – –
BFA
5
BlackRock Fund Advisors
California
$174M +$8.56M +392,638 +6%
State Street
6
State Street
Massachusetts
$158M +$58.4K +2,680 +0%
FC
7
Fairpointe Capital
Illinois
$137M -$296K -13,574 -0.2%
BIT
8
BlackRock Institutional Trust
California
$136M +$33.4K +1,531 +0%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$131M +$5.96M +273,598 +5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$102M -$4.63M -212,300 -5%
Primecap Management
11
Primecap Management
California
$95.1M +$748K +34,325 +0.9%
Goldman Sachs
12
Goldman Sachs
New York
$92.1M +$15.5M +711,759 +22%
FCM
13
Frontier Capital Management
Massachusetts
$79.2M +$3.02M +138,536 +4%
CGT
14
Capital Guardian Trust
California
$78M -$502K -23,059 -0.7%
Wells Fargo
15
Wells Fargo
California
$69.3M -$23.7M -1,086,611 -27%
Prudential Financial
16
Prudential Financial
New Jersey
$60M +$26.5M +1,214,870 +92%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$57.1M +$2.24M +102,981 +4%
Norges Bank
18
Norges Bank
Norway
$54.8M -$274K -12,591 -0.5%
JRP
19
Jasper Ridge Partners
California
$52.9M – – –
LSV Asset Management
20
LSV Asset Management
Illinois
$50.1M +$3.53M +161,983 +8%
Morgan Stanley
21
Morgan Stanley
New York
$45.6M +$17.4M +797,342 +71%
Northern Trust
22
Northern Trust
Illinois
$40.3M +$1.87M +85,931 +5%
Two Sigma Investments
23
Two Sigma Investments
New York
$38.8M +$35.7M +1,638,499 New
UBS AM
24
UBS AM
Illinois
$37M -$1.15M -52,578 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$34.1M +$6.89M +316,353 +28%
1
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JBL Hedge Fund Activity: Q4 2016 in Review

313 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q4 2016, worth a combined $4.21B — up 12% from $3.76B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new JBL positions and 29 closed out — a net gain of 24 holders — while 102 added to existing stakes and 121 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $101M.

  • 313 institutional investors held Jabil (JBL) as of Q4 2016, up from 292 in Q3 2016.
  • Funds reported $4.21B of Jabil stock for Q4 2016, up 12% quarter-over-quarter.
  • 53 funds opened new Jabil positions in Q4 2016 and 29 closed out, a net change of +24 holders.
  • The largest Jabil buyer in Q4 2016 was Two Sigma Investments, an estimated $35.7M added.
  • The largest Jabil seller in Q4 2016 was Fidelity Investments, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2016.