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JBTM

JBT Marel

257 hedge funds and large institutions have $3.66B invested in JBT Marel in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 11

10% more funds holding

Funds holding: 234257 (+23)

8% more capital invested

Capital invested by funds: $3.39B → $3.66B (+$272M)

0.6% more ownership

Funds ownership: 105.99%106.59% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

26% less call options, than puts

Call options by funds: $4.86M | Put options by funds: $6.59M

Holders
257
Holders Change
+23
Holders Change %
+9.83%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
86
Reduced
97
Closed
11
Calls
$4.86M
Puts
$6.59M
Net Calls
-$1.73M
Net Calls Change
-$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
226
Howe & Rusling
New York
$55K
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$54K +$7.86K +72 +18%
IDBONY
228
Israel Discount Bank of New York
New York
$41K -$16.4K -150 -29%
AssetMark Inc
229
AssetMark Inc
California
$35K -$11.8K -108 -26%
FHA
230
First Horizon Advisors
Tennessee
$33K -$5.9K -54 -15%
NIT
231
NumerixS Investment Technologies
British Columbia, Canada
$33K +$10.9K +100 +50%
OIA
232
OneDigital Investment Advisors
Kansas
$28K
SPIA
233
Steward Partners Investment Advisory
New York
$24K +$2.29K +21 +11%
GWM
234
Geneos Wealth Management
Colorado
$23K
TRCT
235
Tower Research Capital (TRC)
New York
$20K -$355K -3,254 -95%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$19K
SIAS
237
Shine Investment Advisory Services
Colorado
$19K +$5.46K +50 +40%
VCM
238
Versant Capital Management
Arizona
$18K -$546 -5 -3%
BTIS
239
BB&T Investment Services
North Carolina
$18K +$17.6K +161 New
CHP
240
Cable Hill Partners
Oregon
$17K +$1.2K +11 +8%
Bessemer Group
241
Bessemer Group
New Jersey
$15K
SWM
242
SeaCrest Wealth Management
New York
$13K +$13.2K +121 New
FCB
243
First Command Bank
Texas
$12K
FCFS
244
First Command Financial Services
Texas
$12K
CTC
245
Central Trust Company
Missouri
$11K
CFA
246
Carroll Financial Associates
North Carolina
$10K
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$8K +$6.88K +63 +1,050%
ASN
248
Advisory Services Network
Georgia
$8K +$7.75K +71 New
STA
249
Summit Trail Advisors
New York
$7K +$7.1K +65 New
Federated Hermes
250
Federated Hermes
Pennsylvania
$6K