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681 hedge funds and large institutions have $15.5B invested in Jabil in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 211 increasing their positions, 289 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 96

0% more capital invested

Capital invested by funds: $15.4B → $15.5B (+$59.3M)

0% more funds holding

Funds holding: 681681 (0)

3.38% less ownership

Funds ownership: 93.88%90.49% (-3.4%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

23% less call options, than puts

Call options by funds: $399M | Put options by funds: $516M

27% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 289

Holders
681
Holders Change
Holders Change %
0%
% of All Funds
9.81%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
101
Increased
211
Reduced
289
Closed
96
Calls
$399M
Puts
$516M
Net Calls
-$117M
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.02B +$4.7M +35,000 +0.2%
BlackRock
2
BlackRock
New York
$1.38B -$1.17M -8,712 -0.1%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.13B -$110M -819,046 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.1B -$115M -854,870 -9%
TYCC
5
Texas Yale Capital Corp
Florida
$857M +$2.14M +15,950 +0.3%
State Street
6
State Street
Massachusetts
$763M -$4.94M -36,760 -0.6%
Primecap Management
7
Primecap Management
California
$479M -$19.9M -147,900 -4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$455M +$35.9M +267,268 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$404M +$13.1M +97,302 +3%
LSV Asset Management
10
LSV Asset Management
Illinois
$338M -$23.6M -175,870 -7%
Invesco
11
Invesco
Georgia
$256M -$25.3M -188,218 -9%
Goldman Sachs
12
Goldman Sachs
New York
$245M +$31.1M +231,271 +14%
UBS Group
13
UBS Group
Switzerland
$240M +$221M +1,649,023 +1,159%
Artisan Partners
14
Artisan Partners
Wisconsin
$215M +$35.4M +263,416 +20%
Norges Bank
15
Norges Bank
Norway
$208M +$5.14M +38,297 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$205M -$61.3M -456,788 -23%
Morgan Stanley
17
Morgan Stanley
New York
$202M -$235M -1,749,389 -54%
Bessemer Group
18
Bessemer Group
New Jersey
$171M -$13.5M -100,567 -7%
Bank of America
19
Bank of America
North Carolina
$169M -$3.78M -28,145 -2%
Charles Schwab
20
Charles Schwab
California
$150M +$871K +6,489 +0.6%
Northern Trust
21
Northern Trust
Illinois
$148M -$5.39M -40,150 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$144M -$8.41M -62,620 -6%
WRCM
23
Whale Rock Capital Management
Massachusetts
$130M -$39.4M -293,314 -23%
SCM
24
Simcoe Capital Management
New York
$127M -$13M -96,960 -9%
Boston Partners
25
Boston Partners
Massachusetts
$93.2M -$3.39M -25,234 -3%

JBL Hedge Fund Activity: Q1 2024 in Review

681 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Jabil (JBL) for Q1 2024, worth a combined $15.5B — up 0.39% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new JBL positions and 96 closed out — a net gain of 5 holders — while 211 added to existing stakes and 289 trimmed.

The largest buyer was UBS Group, adding an estimated $221M. The largest seller was Morgan Stanley, cutting an estimated $235M.

  • 681 institutional investors held Jabil (JBL) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $15.5B of Jabil stock for Q1 2024, up 0.39% quarter-over-quarter.
  • 101 funds opened new Jabil positions in Q1 2024 and 96 closed out, a net change of +5 holders.
  • The largest Jabil buyer in Q1 2024 was UBS Group, an estimated $221M added.
  • The largest Jabil seller in Q1 2024 was Morgan Stanley, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2024.