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318 hedge funds and large institutions have $3.4B invested in Jabil in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 149 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

0.79% more ownership

Funds ownership: 89.94%90.73% (+0.79%)

19% less funds holding

Funds holding: 395318 (-77)

38% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 149

40% less capital invested

Capital invested by funds: $5.69B → $3.4B (-$2.29B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

74% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 97

Holders
318
Holders Change
-77
Holders Change %
-19.49%
% of All Funds
7.01%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
25
Increased
93
Reduced
149
Closed
97
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.68M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$395M +$21.3M +611,057 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$370M +$462M +13,250,072 +738%
BlackRock
3
BlackRock
New York
$336M -$4.64M -133,115 -1%
TYCC
4
Texas Yale Capital Corp
Florida
$210M +$645K +18,497 +0.2%
LSV Asset Management
5
LSV Asset Management
Illinois
$147M -$21.1M -605,170 -9%
AQR Capital Management
6
AQR Capital Management
Connecticut
$130M -$14.1M -405,214 -7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$119M -$1.19M -34,025 -0.7%
State Street
8
State Street
Massachusetts
$106M +$1.3M +37,330 +0.9%
Primecap Management
9
Primecap Management
California
$92.4M -$1.75M -50,300 -1%
Boston Partners
10
Boston Partners
Massachusetts
$56.6M -$4.91M -140,894 -6%
Goldman Sachs
11
Goldman Sachs
New York
$53M -$53.8M -1,541,718 -42%
Norges Bank
12
Norges Bank
Norway
$47.5M -$3.41M -97,644 -5%
FCM
13
Frontier Capital Management
Massachusetts
$44.4M -$75.1K -2,154 -0.1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$44.2M +$883K +25,317 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$44.2M -$5.14M -147,406 -8%
AL
16
AJO LP
Pennsylvania
$42.5M -$39.3M -1,125,942 -39%
Adage Capital Partners
17
Adage Capital Partners
Massachusetts
$40.3M +$17.9M +512,000 +45%
Prudential Financial
18
Prudential Financial
New Jersey
$37.2M +$5.8M +166,421 +12%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$37.1M -$25.2M -723,040 -32%
Allianz Asset Management
20
Allianz Asset Management
Germany
$36.7M +$6.94M +198,947 +15%
UBS AM
21
UBS AM
Illinois
$36.6M +$35.8M +1,026,292 +223%
Renaissance Technologies
22
Renaissance Technologies
New York
$34.4M -$14.3M -410,432 -23%
Victory Capital Management
23
Victory Capital Management
Texas
$32.8M +$33.6M +963,956 +260%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$32.4M -$24M -687,365 -34%
Wells Fargo
25
Wells Fargo
California
$30.8M +$7.42M +212,752 +20%

JBL Hedge Fund Activity: Q1 2020 in Review

318 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2020, worth a combined $3.4B — down 40% from $5.69B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of JBL and 25 opened new positions — a net loss of 72 holders — while 149 trimmed existing stakes and 93 added.

The largest buyer was Fidelity Investments, adding an estimated $462M. The largest seller was Arrowstreet Capital, cutting an estimated $80.4M.

  • 318 institutional investors held Jabil (JBL) as of Q1 2020, down from 395 in Q4 2019.
  • Funds reported $3.4B of Jabil stock for Q1 2020, down 40% quarter-over-quarter.
  • 25 funds opened new Jabil positions in Q1 2020 and 97 closed out, a net change of -72 holders.
  • The largest Jabil buyer in Q1 2020 was Fidelity Investments, an estimated $462M added.
  • The largest Jabil seller in Q1 2020 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2020.