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JBTM

JBT Marel

255 hedge funds and large institutions have $3.3B invested in JBT Marel in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $774K

10% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 82

0.25% more ownership

Funds ownership: 104.67%104.91% (+0.25%)

2% less funds holding

Funds holding: 260255 (-5)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

18% less capital invested

Capital invested by funds: $4.01B → $3.3B (-$705M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
255
Holders Change
-5
Holders Change %
-1.92%
% of All Funds
5.59%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
90
Reduced
82
Closed
32
Calls
$1.52M
Puts
$774K
Net Calls
+$742K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$21K
NIT
227
NumerixS Investment Technologies
British Columbia, Canada
$20K +$22K +200 New
FHA
228
First Horizon Advisors
Tennessee
$15K -$16K -145 -48%
TWA
229
TCI Wealth Advisors
Arizona
$14K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$12K
EI
231
Ellevest Inc
New York
$11K
FCB
232
First Command Bank
Texas
$11K
FCFS
233
First Command Financial Services
Texas
$11K
FHA
234
Flagship Harbor Advisors
Massachusetts
$10K +$6.17K +56 +106%
CFA
235
Carroll Financial Associates
North Carolina
$9K
APA
236
American Portfolios Advisors
New York
$8.35K
SF
237
Synovus Financial
Georgia
$8K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.07K +46 New
IA
239
IFP Advisors
Florida
$5K +$5.95K +54 New
PFBT
240
Parkside Financial Bank & Trust
Missouri
$4K +$771 +7 +21%
IFAM
241
Institutional & Family Asset Management
Colorado
$3K -$11.1K -101 -77%
HGWM
242
Harvest Group Wealth Management
Massachusetts
$3K +$551 +5 +19%
PCG
243
Private Capital Group
Connecticut
$2K +$771 +7 +44%
CFGS
244
Concourse Financial Group Securities
Alabama
$2K +$1.1K +10 +67%
AIC
245
Ameritas Investment Company
Nebraska
$2K +$2.31K +21 New
CAW
246
Cornerstone Advisors (Washington)
Washington
$1K
FWM
247
Focused Wealth Management
New York
$1K
MAM
248
Meeder Asset Management
Ohio
$1K
TFO
249
Tarbox Family Office
California
$1K
TCM
250
Tradewinds Capital Management
Washington
$1K