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JBTM

JBT Marel

266 hedge funds and large institutions have $4.51B invested in JBT Marel in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 97 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 94

0.62% less ownership

Funds ownership: 101.73%101.11% (-0.62%)

2% less capital invested

Capital invested by funds: $4.6B → $4.51B (-$84.6M)

3% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $4.88M

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

2% less funds holding

Funds holding: 271266 (-5)

Holders
266
Holders Change
-5
Holders Change %
-1.85%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
97
Reduced
94
Closed
26
Calls
$4.72M
Puts
$4.88M
Net Calls
-$156K
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$46K +$4.59K +32 +11%
EBA
227
Eagle Bay Advisors
New York
$39K +$39.6K +276 New
JEST
228
JTC Employer Solutions Trustee
Jersey
$33K
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$29K +$6.16K +43 +26%
SPIA
230
Steward Partners Investment Advisory
New York
$28K
MCM
231
Manchester Capital Management
Vermont
$24K +$22.5K +157 +981%
CCC
232
Crescent Capital Consulting
Louisiana
$21K
EI
233
Ellevest Inc
New York
$20K +$1.29K +9 +7%
PCG
234
Private Capital Group
Connecticut
$16K
FBT
235
First Bank & Trust
South Dakota
$15K
SC
236
SouthState Corp
Florida
$15K +$15.3K +107 New
CTC
237
Central Trust Company
Missouri
$14K
ST
238
Sageworth Trust
Pennsylvania
$14K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$14K +$143 +1 +1%
VCM
240
Vigilant Capital Management
Maine
$14K +$14.3K +100 New
HI
241
Harbour Investments
Wisconsin
$13K -$430 -3 -3%
FPS
242
Fieldpoint Private Securities
Connecticut
$13K
VCM
243
Versant Capital Management
Arizona
$12K -$1.15K -8 -8%
TWA
244
TCI Wealth Advisors
Arizona
$12K +$2.15K +15 +21%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$1.58K +11 +16%
CWC
246
Carolinas Wealth Consulting
North Carolina
$10K
GWM
247
Geneos Wealth Management
Colorado
$9K +$143 +1 +1%
DAM
248
Delta Asset Management
Tennessee
$8K
APA
249
American Portfolios Advisors
New York
$6.04K
IFAM
250
Institutional & Family Asset Management
Colorado
$6K -$860 -6 -12%