We are live on ! Find out more
JBTM

JBT Marel

264 hedge funds and large institutions have $4.27B invested in JBT Marel in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $2.31M

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $3.82B → $4.27B (+$453M)

3% more funds holding

Funds holding: 256264 (+8)

3% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 92

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.08% less ownership

Funds ownership: 104.97%100.9% (-4.1%)

Holders
264
Holders Change
+8
Holders Change %
+3.13%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
95
Reduced
92
Closed
21
Calls
$7.31M
Puts
$2.31M
Net Calls
+$4.99M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
226
Archer Investment Corporation
Indiana
$54.4K +$14.2K +108 +36%
MC
227
Maverick Capital
Texas
$54K +$53.2K +405 New
Fidelity Investments
228
Fidelity Investments
Massachusetts
$48K -$657 -5 -1%
LSA
229
Leonteq Securities AG
Switzerland
$47.7K +$2.37K +18 +5%
EVM
230
Eaton Vance Management
Massachusetts
$45K +$44.4K +338 New
IA
231
IndexIQ Advisors
New York
$41K +$18.5K +141 +83%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$39K +$30.4K +231 +355%
SFS
233
Sowell Financial Services
Arkansas
$34K -$2.89K -22 -8%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$22K
VanEck Associates
235
VanEck Associates
New York
$22K +$21.3K +162 New
CCC
236
Crescent Capital Consulting
Louisiana
$20K
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$17K -$1.18K -9 -7%
EI
238
Ellevest Inc
New York
$17K +$131 +1 +0.8%
PCG
239
Private Capital Group
Connecticut
$15K -$8.67K -66 -37%
FBT
240
First Bank & Trust
South Dakota
$14K
FPS
241
Fieldpoint Private Securities
Connecticut
$13K
HI
242
Harbour Investments
Wisconsin
$13K +$12.9K +98 New
CWC
243
Carolinas Wealth Consulting
North Carolina
$10K
GKIM
244
GW&K Investment Management
Massachusetts
$9K -$3.81K -29 -29%
GWM
245
Geneos Wealth Management
Colorado
$9K
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$9K
DAM
247
Delta Asset Management
Tennessee
$8K
TWA
248
TCI Wealth Advisors
Arizona
$8K +$4.21K +32 +107%
IFAM
249
Institutional & Family Asset Management
Colorado
$7K -$3.81K -29 -37%
VCM
250
Versant Capital Management
Arizona
$7K +$6.18K +47 +588%