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JBTM

JBT Marel

256 hedge funds and large institutions have $3.84B invested in JBT Marel in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

16% more capital invested

Capital invested by funds: $3.3B → $3.84B (+$538M)

14% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 83

2.93% more ownership

Funds ownership: 104.91%107.84% (+2.9%)

0% more funds holding

Funds holding: 255256 (+1)

32% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $1.66M

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
95
Reduced
83
Closed
26
Calls
$1.13M
Puts
$1.66M
Net Calls
-$528K
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
American Portfolios Advisors
New York
$19K +$9.1K +85 +101%
FHA
227
First Horizon Advisors
Tennessee
$17K
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$14K
PCG
229
Private Capital Group
Connecticut
$14K +$11.7K +109 +474%
EI
230
Ellevest Inc
New York
$13K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$13K +$7.6K +71 +154%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$13K +$7.82K +73 +183%
FCB
233
First Command Bank
Texas
$12K
FCFS
234
First Command Financial Services
Texas
$12K
FHA
235
Flagship Harbor Advisors
Massachusetts
$12K +$107 +1 +0.9%
Simplex Trading
236
Simplex Trading
Illinois
$10K -$57K -532 -86%
CFA
237
Carroll Financial Associates
North Carolina
$10K
SF
238
Synovus Financial
Georgia
$9K
CFG
239
Citizens Financial Group
Rhode Island
$7K +$6.96K +65 New
SC
240
Solstein Capital
California
$5K +$4.6K +43 New
Bessemer Group
241
Bessemer Group
New Jersey
$5K +$4.82K +45 New
CFGS
242
Concourse Financial Group Securities
Alabama
$3K
HGWM
243
Harvest Group Wealth Management
Massachusetts
$3K
IFAM
244
Institutional & Family Asset Management
Colorado
$3K
ACM
245
Allred Capital Management
Texas
$2.82K +$2.68K +25 New
FWM
246
Focused Wealth Management
New York
$2K
TFO
247
Tarbox Family Office
California
$2K +$642 +6 +40%
LWA
248
Lenox Wealth Advisors
New York
$2K +$1.61K +15 New
CAW
249
Cornerstone Advisors (Washington)
Washington
$1K
TCM
250
Tradewinds Capital Management
Washington
$1K