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342 hedge funds and large institutions have $4.49B invested in Jabil in 2018 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 97 increasing their positions, 156 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $22M | Put options by funds: $16.8M

2% less capital invested

Capital invested by funds: $4.58B → $4.49B (-$92.6M)

5% less funds holding

Funds holding: 360342 (-18)

9.52% less ownership

Funds ownership: 98.75%89.23% (-9.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 52

38% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 156

Holders
342
Holders Change
-18
Holders Change %
-5%
% of All Funds
7.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
39
Increased
97
Reduced
156
Closed
52
Calls
$22M
Puts
$16.8M
Net Calls
+$5.23M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$455M +$4.84M +177,692 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M +$7.53M +276,573 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$328M -$255M -9,349,224 -45%
TYCC
4
Texas Yale Capital Corp
Florida
$275M
Goldman Sachs
5
Goldman Sachs
New York
$185M +$9.2M +337,807 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$170M -$459K -16,846 -0.3%
State Street
7
State Street
Massachusetts
$168M -$518K -19,020 -0.3%
AQR Capital Management
8
AQR Capital Management
Connecticut
$166M +$25.5M +936,498 +19%
LSV Asset Management
9
LSV Asset Management
Illinois
$144M +$7.63M +280,123 +6%
FC
10
Fairpointe Capital
Illinois
$125M +$5.57M +204,445 +5%
AL
11
AJO LP
Pennsylvania
$110M -$9.32M -342,167 -8%
Primecap Management
12
Primecap Management
California
$104M -$1.17M -43,113 -1%
Boston Partners
13
Boston Partners
Massachusetts
$93.1M -$63.7M -2,339,254 -42%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$81M -$9.45M -346,933 -11%
FCM
15
Frontier Capital Management
Massachusetts
$68.2M +$1.76M +64,755 +3%
UBS AM
16
UBS AM
Illinois
$55.5M -$2.17M -79,751 -4%
Northern Trust
17
Northern Trust
Illinois
$54.1M -$257K -9,437 -0.5%
Wells Fargo
18
Wells Fargo
California
$53.4M -$11.6M -425,015 -19%
Norges Bank
19
Norges Bank
Norway
$53.3M -$4.79M -175,757 -9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$47.2M +$1.96M +71,832 +5%
Morgan Stanley
21
Morgan Stanley
New York
$43.5M -$38.2M -1,401,317 -48%
Bank of America
22
Bank of America
North Carolina
$43.2M +$2.66M +97,507 +7%
Charles Schwab
23
Charles Schwab
California
$39.6M +$1.02M +37,568 +3%
SCM
24
Simcoe Capital Management
New York
$37.4M +$21.9M +803,920 +162%
JP Morgan Chase
25
JP Morgan Chase
New York
$31.4M -$7.3M -268,062 -20%

JBL Hedge Fund Activity: Q1 2018 in Review

342 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2018, worth a combined $4.49B — down 2% from $4.58B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of JBL and 39 opened new positions — a net loss of 13 holders — while 156 trimmed existing stakes and 97 added.

The largest buyer was Citadel Advisors, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $255M.

  • 342 institutional investors held Jabil (JBL) as of Q1 2018, down from 360 in Q4 2017.
  • Funds reported $4.49B of Jabil stock for Q1 2018, down 2% quarter-over-quarter.
  • 39 funds opened new Jabil positions in Q1 2018 and 52 closed out, a net change of -13 holders.
  • The largest Jabil buyer in Q1 2018 was Citadel Advisors, an estimated $26M added.
  • The largest Jabil seller in Q1 2018 was Fidelity Investments, an estimated $255M sold.

Based on aggregated 13F filings for Q1 2018.