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JBTM

JBT Marel

245 hedge funds and large institutions have $3.16B invested in JBT Marel in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more funds holding

Funds holding: 226245 (+19)

7% more capital invested

Capital invested by funds: $2.96B → $3.16B (+$193M)

7% more call options, than puts

Call options by funds: $6.42M | Put options by funds: $6.01M

0.48% less ownership

Funds ownership: 108.66%108.18% (-0.48%)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
4.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
71
Reduced
88
Closed
17
Calls
$6.42M
Puts
$6.01M
Net Calls
+$412K
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$9K +$1.05K +11 +13%
CWC
227
Carolinas Wealth Consulting
North Carolina
$9K +$8.91K +93 New
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$6K
DAM
229
Delta Asset Management
Tennessee
$6K +$5.75K +60 New
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$5K +$5.75K +60 New
APA
231
American Portfolios Advisors
New York
$3.95K
CFGS
232
Concourse Financial Group Securities
Alabama
$3K
TFO
233
Tarbox Family Office
California
$3K
TWA
234
TCI Wealth Advisors
Arizona
$3K
FHA
235
Flagship Harbor Advisors
Massachusetts
$2K -$7.86K -82 -75%
BCA
236
Berman Capital Advisors
Georgia
$2K
IFAM
237
Institutional & Family Asset Management
Colorado
$2K
Millennium Management
238
Millennium Management
New York
$1.09K -$7.57M -78,991 -87%
AA
239
Ancora Advisors
Ohio
$1K
FWM
240
Focused Wealth Management
New York
$1K
HGWM
241
Harvest Group Wealth Management
Massachusetts
$1K
JCM
242
Jacobi Capital Management
Pennsylvania
$1K
S
243
SignatureFD
Georgia
$1K
BWA
244
BDO Wealth Advisors
Florida
$1K +$671 +7 New
MAP
245
Moody Aldrich Partners
Massachusetts
-$3.65M -42,487 Closed
RC
246
Roubaix Capital
Colorado
-$1.8M -20,964 Closed
Balyasny Asset Management
247
Balyasny Asset Management
Illinois
-$849K -9,869 Closed
SG Americas Securities
248
SG Americas Securities
New York
-$462K -5,367 Closed
MFG
249
Magnus Financial Group
New York
-$380K -4,412 Closed
TNA
250
True North Advisors
Texas
-$344K -4,000 Closed