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JBTM

JBT Marel

230 hedge funds and large institutions have $2.77B invested in JBT Marel in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $2.48B → $2.77B (+$289M)

1.01% more ownership

Funds ownership: 98.92%99.94% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 85

0% more funds holding

Funds holding: 230230 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.76M

Holders
230
Holders Change
Holders Change %
0%
% of All Funds
5.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
87
Reduced
85
Closed
21
Calls
$1.58M
Puts
$1.76M
Net Calls
-$175K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
HMS
226
Hanseatic Management Services
New Mexico
$4K
OFW
227
Omnia Family Wealth
Florida
$3K
Creative Planning
228
Creative Planning
Kansas
$2K
CAM
229
ClariVest Asset Management
California
$1K
FWM
230
Focused Wealth Management
New York
$1K
QI
231
QS Investors
New York
$1K
CM
232
Castleark Management
Illinois
-$10M -116,588 Closed
HAI
233
Hennessy Advisors Inc
California
-$6.27M -73,000 Closed
CIBC World Market
234
CIBC World Market
Ontario, Canada
-$2.48M -28,828 Closed
CCMH
235
Cornerstone Capital Management Holdings
New York
-$1.08M -12,600 Closed
MC
236
Menta Capital
California
-$799K -9,300 Closed
HSBC Holdings
237
HSBC Holdings
United Kingdom
-$547K -6,373 Closed
QSS
238
Quantitative Systematic Strategies
Florida
-$539K -6,355 Closed
DTL
239
Dynamic Technology Lab
Singapore
-$519K -6,035 Closed
WC
240
Wexford Capital
Florida
-$411K -4,787 Closed
SB
241
Suntrust Banks
Georgia
-$394K -4,586 Closed
CSS
242
Cubist Systematic Strategies
Connecticut
-$291K -3,381 Closed
PP
243
Paloma Partners
Connecticut
-$270K -3,139 Closed
UFF
244
USA Financial Formulas
Michigan
-$238K -2,769 Closed
IB
245
Intrust Bank
Kansas
-$235K -2,736 Closed
JMPWA
246
JP Morgan Private Wealth Advisors
California
-$215K -2,505 Closed
TRCT
247
Tower Research Capital (TRC)
New York
-$166K -1,929 Closed
NIT
248
NumerixS Investment Technologies
British Columbia, Canada
-$95K -1,100 Closed
FPFS
249
First Personal Financial Services
North Carolina
-$14K -162 Closed
WAM
250
Wealthspire Advisors (Maryland)
Maryland
-$10K -114 Closed