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JBTM

JBT Marel

271 hedge funds and large institutions have $4.6B invested in JBT Marel in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 93 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $7.84M | Put options by funds: $4.67M

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

8% more capital invested

Capital invested by funds: $4.27B → $4.6B (+$324M)

3% more funds holding

Funds holding: 264271 (+7)

0.83% more ownership

Funds ownership: 100.9%101.73% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 97

Holders
271
Holders Change
+7
Holders Change %
+2.65%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
93
Reduced
97
Closed
22
Calls
$7.84M
Puts
$4.67M
Net Calls
+$3.17M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$88K
Federated Hermes
227
Federated Hermes
Pennsylvania
$78K -$6.28K -45 -8%
ASN
228
Advisory Services Network
Georgia
$77K +$75.2K +539 New
AIC
229
Archer Investment Corporation
Indiana
$58.2K
VanEck Associates
230
VanEck Associates
New York
$55K +$31.2K +224 +138%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$50K +$140 +1 +0.3%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$42K
JEST
233
JTC Employer Solutions Trustee
Jersey
$34K +$33.1K +237 New
FC
234
FORA Capital
Florida
$31K +$29.9K +214 New
SPIA
235
Steward Partners Investment Advisory
New York
$28K -$56.1K -402 -67%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$23K +$4.88K +35 +27%
CCC
237
Crescent Capital Consulting
Louisiana
$21K
IA
238
IndexIQ Advisors
New York
$20K -$23.4K -168 -54%
EI
239
Ellevest Inc
New York
$19K +$837 +6 +5%
PCG
240
Private Capital Group
Connecticut
$16K -$419 -3 -3%
FBT
241
First Bank & Trust
South Dakota
$15K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$14K -$9.07K -65 -40%
HI
243
Harbour Investments
Wisconsin
$14K -$140 -1 -1%
FPS
244
Fieldpoint Private Securities
Connecticut
$14K
VCM
245
Versant Capital Management
Arizona
$14K +$5.58K +40 +73%
CTC
246
Central Trust Company
Missouri
$14K +$13.9K +100 New
ST
247
Sageworth Trust
Pennsylvania
$14K +$13.9K +100 New
CWC
248
Carolinas Wealth Consulting
North Carolina
$11K
GKIM
249
GW&K Investment Management
Massachusetts
$10K
PFGIA
250
Patriot Financial Group Insurance Agency
Massachusetts
$10K