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JBTM

JBT Marel

260 hedge funds and large institutions have $4.01B invested in JBT Marel in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

71% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.6M

30% more capital invested

Capital invested by funds: $3.08B → $4.01B (+$923M)

6% more funds holding

Funds holding: 246260 (+14)

1.81% less ownership

Funds ownership: 106.48%104.67% (-1.8%)

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
78
Reduced
89
Closed
22
Calls
$2.74M
Puts
$1.6M
Net Calls
+$1.14M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$50K +$14.1K +131 +46%
LTFS
227
Ladenburg Thalmann Financial Services
Florida
$40K -$7.2K -67 -17%
FHA
228
First Horizon Advisors
Tennessee
$36K
AssetMark Inc
229
AssetMark Inc
California
$34K
OIA
230
OneDigital Investment Advisors
Kansas
$30K
SPIA
231
Steward Partners Investment Advisory
New York
$26K +$23.3K +217 New
GWM
232
Geneos Wealth Management
Colorado
$25K
VCM
233
Versant Capital Management
Arizona
$19K -$7.31K -68 -29%
TWA
234
TCI Wealth Advisors
Arizona
$18K
IFAM
235
Institutional & Family Asset Management
Colorado
$16K
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$15K
EI
237
Ellevest Inc
New York
$13K
FCB
238
First Command Bank
Texas
$13K
FCFS
239
First Command Financial Services
Texas
$13K
CFA
240
Carroll Financial Associates
North Carolina
$11K
APA
241
American Portfolios Advisors
New York
$10.2K +$4.41K +41 +95%
SF
242
Synovus Financial
Georgia
$10K
NCM
243
Next Capital Management
New York
$8K +$6.88K +64 New
FHA
244
Flagship Harbor Advisors
Massachusetts
$6K
RWA
245
Redhawk Wealth Advisors
Minnesota
$5K +$4.84K +45 New
CFA
246
Camarda Financial Advisors
Florida
$4K
PFBT
247
Parkside Financial Bank & Trust
Missouri
$4K +$537 +5 +18%
SMFS
248
Squar Milner Financial Services
California
$4K +$3.33K +31 New
HGWM
249
Harvest Group Wealth Management
Massachusetts
$3K
CFGS
250
Concourse Financial Group Securities
Alabama
$2K

JBTM Hedge Fund Activity: Q2 2019 in Review

260 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2019, worth a combined $4.01B — up 30% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JBTM positions and 22 closed out — a net gain of 19 holders — while 78 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.6M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.3M.

  • 260 institutional investors held JBT Marel (JBTM) as of Q2 2019, up from 246 in Q1 2019.
  • Funds reported $4.01B of JBT Marel stock for Q2 2019, up 30% quarter-over-quarter.
  • 41 funds opened new JBT Marel positions in Q2 2019 and 22 closed out, a net change of +19 holders.
  • The largest JBT Marel buyer in Q2 2019 was Fidelity Investments, an estimated $27.6M added.
  • The largest JBT Marel seller in Q2 2019 was ArrowMark Colorado Holdings, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2019.