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JBTM

JBT Marel

287 hedge funds and large institutions have $4.88B invested in JBT Marel in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $4.51B → $4.88B (+$366M)

8% more funds holding

Funds holding: 266287 (+21)

0.9% less ownership

Funds ownership: 101.11%100.21% (-0.9%)

1% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 103

25% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.52M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.42%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
102
Reduced
103
Closed
15
Calls
$2.63M
Puts
$3.52M
Net Calls
-$898K
Net Calls Change
-$742K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IndexIQ Advisors
New York
$100K +$19.2K +123 +23%
HIA
227
Harbor Investment Advisory
Maryland
$94K
TRCT
228
Tower Research Capital (TRC)
New York
$87K -$996K -6,364 -92%
QCG
229
Quadrant Capital Group
Ohio
$86K -$9.07K -58 -9%
AIC
230
Archer Investment Corporation
Indiana
$78.5K
LSA
231
Leonteq Securities AG
Switzerland
$62K +$6.57K +42 +12%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$62K +$11.4K +73 +22%
Federated Hermes
233
Federated Hermes
Pennsylvania
$59K -$26.1K -167 -30%
EBA
234
Eagle Bay Advisors
New York
$42K
Walleye Trading
235
Walleye Trading
New York
$40K +$40.4K +258 New
JEST
236
JTC Employer Solutions Trustee
Jersey
$36K
SOW
237
State of Wyoming
Wyoming
$35K +$35.7K +228 New
CWS
238
Confluence Wealth Services
Pennsylvania
$34K +$35.4K +226 New
SPIA
239
Steward Partners Investment Advisory
New York
$30K
EWA
240
EverSource Wealth Advisors
Alabama
$30K +$30.3K +194 New
MCM
241
Manchester Capital Management
Vermont
$29K +$2.5K +16 +9%
FAG
242
Fortitude Advisory Group
Washington
$27K +$27.2K +174 New
CCC
243
Crescent Capital Consulting
Louisiana
$23K
SCA
244
Snowden Capital Advisors
New York
$23K +$23.8K +152 New
EI
245
Ellevest Inc
New York
$22K +$156 +1 +0.7%
Russell Investments Group
246
Russell Investments Group
United Kingdom
$18K +$19.1K +122 New
PCG
247
Private Capital Group
Connecticut
$17K
FBT
248
First Bank & Trust
South Dakota
$16K
SC
249
SouthState Corp
Florida
$16K
CTC
250
Central Trust Company
Missouri
$15K