J JACOBS SOLUTIONS INC.
Executive Summary
An institutional cluster in Jacobs Solutions shows mixed conviction: mega-passive Morgan Stanley and asset-manager Amundi collectively added $286M in new holdings during Q3, while Wellington Management and D.E. Shaw trimmed smaller positions. The cluster lacks a strong active-manager directional signal and the selling-side dollar flow was trivial relative to the buying, giving the accumulation side greater weight.
Key Financial Metrics
Institutional Positions
Net institutional flow: $265.7M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +101.8% | $423.7M | $239.5M |
| Amundi | ADD | +75.1% | $92.1M | $46.8M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | TRIM | -39.6% | $1.3M | -$416.4K |
| Wellington Management Group | TRIM | -50.4% | $36.0M | -$15.6M |
| Barclays | TRIM | -28.4% | $45.0K | — |
Actionable Insight
Passive-dominated buying by Morgan Stanley (likely index/tracking) plus Amundi's active addition suggests no urgent catalyst — monitor for a follow-on earnings report or M&A catalyst to validate the accumulation thesis. The 0% win rate on prior J calls at T+20 warrants caution despite the buying flow.
Key Facts
- 2 institutions accumulated $286.3M in new holdings; 3 institutions trimmed $20.6M in holdings
- Morgan Stanley doubled its position (+$239.5M), now holding $423.7M
- Amundi increased 75% (+$46.8M), now holding $92.1M
- Wellington Management trimmed 50.4% (-$15.6M), D.E. Shaw trimmed 39.6% (-$0.4M)
- Cluster dominated by a mega-passive accumulator and asset managers — no activist or value-focused hedge fund conviction signal
Financial Impact
Net institutional accumulation of approximately $265.7M (buyers added $286.3M, sellers reduced $20.6M) during Q3 2025
Risk Factors
- 45-day 13F lag means positions may already be fully unwound
- Historical model call signals on J have underperformed at T+20 with negative alpha
- Passive buying (Morgan Stanley) may be purely index-driven, not thesis-driven
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-J-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $125.14 awaiting T+5 | awaiting T+5 | — | — |
|
May 18, 2026
28d ago
|
Insider Cluster
| $113.25 $115.85 | ▲ +2.29% | ▲ +0.68% | — |
|
Apr 29, 2026
6w ago
|
8-K
| $125.57 $136.55 | ▲ +8.74% | ▲ +5.63% | — |
US Market Status
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