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626 hedge funds and large institutions have $16B invested in Jabil in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 177 increasing their positions, 255 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $263M | Put options by funds: $118M

63% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 68

22% more capital invested

Capital invested by funds: $13.2B → $16B (+$2.84B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

6% more funds holding

Funds holding: 588626 (+38)

4.17% more ownership

Funds ownership: 92.2%96.37% (+4.2%)

31% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 255

Holders
626
Holders Change
+38
Holders Change %
+6.46%
% of All Funds
9.93%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
111
Increased
177
Reduced
255
Closed
68
Calls
$263M
Puts
$118M
Net Calls
+$145M
Net Calls Change
+$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.75B +$96.8M +884,708 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.73B -$30.7M -281,034 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.34B +$158M +1,440,857 +16%
TYCC
4
Texas Yale Capital Corp
Florida
$1.07B +$2.73M +24,999 +0.3%
JP Morgan Chase
5
JP Morgan Chase
New York
$783M -$43.5M -397,862 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$684M +$4M +36,560 +0.7%
State Street
7
State Street
Massachusetts
$587M +$66.8M +611,055 +15%
Primecap Management
8
Primecap Management
California
$491M -$6.1M -55,750 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$460M -$44.1M -403,186 -10%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$299M -$31M -283,880 -11%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$273M -$42.2M -385,432 -15%
Invesco
12
Invesco
Georgia
$272M -$13.1M -119,817 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$254M +$6.2M +56,687 +3%
Morgan Stanley
14
Morgan Stanley
New York
$192M -$4.89M -44,677 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$192M +$10.8M +99,174 +7%
Bank of America
16
Bank of America
North Carolina
$189M +$1.14M +10,463 +0.7%
Goldman Sachs
17
Goldman Sachs
New York
$177M +$2.86M +26,138 +2%
Bessemer Group
18
Bessemer Group
New Jersey
$172M +$148M +1,355,851 +579,424%
Norges Bank
19
Norges Bank
Norway
$171M +$8.85M +80,905 +6%
Boston Partners
20
Boston Partners
Massachusetts
$156M -$5M -45,739 -4%
Northern Trust
21
Northern Trust
Illinois
$148M +$15.5M +141,383 +14%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$146M +$70.6M +645,921 +129%
WRCM
23
Whale Rock Capital Management
Massachusetts
$136M +$26.8M +244,762 +29%
SCM
24
Simcoe Capital Management
New York
$133M -$11.2M -102,635 -9%
Artisan Partners
25
Artisan Partners
Wisconsin
$124M +$107M +979,741 New

JBL Hedge Fund Activity: Q3 2023 in Review

626 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q3 2023, worth a combined $16B — up 22% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new JBL positions and 68 closed out — a net gain of 43 holders — while 177 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Credit Agricole, cutting an estimated $84.1M.

  • 626 institutional investors held Jabil (JBL) as of Q3 2023, up from 588 in Q2 2023.
  • Funds reported $16B of Jabil stock for Q3 2023, up 22% quarter-over-quarter.
  • 111 funds opened new Jabil positions in Q3 2023 and 68 closed out, a net change of +43 holders.
  • The largest Jabil buyer in Q3 2023 was Fidelity Investments, an estimated $158M added.
  • The largest Jabil seller in Q3 2023 was Credit Agricole, an estimated $84.1M sold.

Based on aggregated 13F filings for Q3 2023.