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JBTM

JBT Marel

256 hedge funds and large institutions have $3.82B invested in JBT Marel in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $6.31M

21% more capital invested

Capital invested by funds: $3.16B → $3.82B (+$665M)

4% more funds holding

Funds holding: 245256 (+11)

3.21% less ownership

Funds ownership: 108.18%104.97% (-3.2%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
85
Reduced
97
Closed
24
Calls
$7.88M
Puts
$6.31M
Net Calls
+$1.56M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$18K +$6.5K +63 +64%
CCC
227
Crescent Capital Consulting
Louisiana
$17K +$15.3K +148 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$16K -$6.91K -67 -33%
EI
229
Ellevest Inc
New York
$15K
AF
230
Allworth Financial
California
$12K
FBT
231
First Bank & Trust
South Dakota
$12K
GKIM
232
GW&K Investment Management
Massachusetts
$11K -$6.37M -61,771 -100%
FPS
233
Fieldpoint Private Securities
Connecticut
$11K +$9.8K +95 New
GWM
234
Geneos Wealth Management
Colorado
$9K -$4.43K -43 -39%
IFAM
235
Institutional & Family Asset Management
Colorado
$9K +$5.67K +55 +229%
CWC
236
Carolinas Wealth Consulting
North Carolina
$8K -$1.96K -19 -20%
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$8K
DAM
238
Delta Asset Management
Tennessee
$7K
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$7K +$516 +5 +8%
APA
240
American Portfolios Advisors
New York
$4.9K
BCA
241
Berman Capital Advisors
Georgia
$3K
TFO
242
Tarbox Family Office
California
$3K
TWA
243
TCI Wealth Advisors
Arizona
$3K
CWP
244
Concord Wealth Partners
Virginia
$3K +$2.27K +22 New
NSB
245
Norway Savings Bank
Maine
$3K +$2.48K +24 New
PWPS
246
Pinnacle Wealth Planning Services
Ohio
$3K +$2.48K +24 New
CCA
247
Childress Capital Advisors
Texas
$3K +$2.58K +25 New
ICP
248
Interchange Capital Partners
Pennsylvania
$3K +$2.99K +29 New
AIG
249
American International Group
New York
$2.41K -$54.3K -527 -2%
FWM
250
Focused Wealth Management
New York
$2K

JBTM Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2020, worth a combined $3.82B — up 21% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JBTM positions and 24 closed out — a net gain of 11 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $28.7M. The largest seller was Janus Henderson Group, cutting an estimated $54.8M.

  • 256 institutional investors held JBT Marel (JBTM) as of Q4 2020, up from 245 in Q3 2020.
  • Funds reported $3.82B of JBT Marel stock for Q4 2020, up 21% quarter-over-quarter.
  • 35 funds opened new JBT Marel positions in Q4 2020 and 24 closed out, a net change of +11 holders.
  • The largest JBT Marel buyer in Q4 2020 was Capital World Investors, an estimated $28.7M added.
  • The largest JBT Marel seller in Q4 2020 was Janus Henderson Group, an estimated $54.8M sold.

Based on aggregated 13F filings for Q4 2020.