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JBTM

JBT Marel

281 hedge funds and large institutions have $3.56B invested in JBT Marel in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

0% less funds holding

Funds holding: 282281 (-1)

0.72% less ownership

Funds ownership: 102.4%101.68% (-0.72%)

7% less capital invested

Capital invested by funds: $3.82B → $3.56B (-$262M)

11% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 109

82% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $5.57M

Holders
281
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
97
Reduced
109
Closed
21
Calls
$1.03M
Puts
$5.57M
Net Calls
-$4.55M
Net Calls Change
-$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$41K +$9.53K +83 +28%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$40K +$14.7K +128 +54%
LC
228
Lindbrook Capital
California
$38K -$1.72K -15 -4%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$31K +$4.82K +42 +17%
PCG
230
Private Capital Group
Connecticut
$31K +$19.6K +171 +154%
OLVIG
231
Oliver Lagore Vanvalin Investment Group
Michigan
$28K
JEST
232
JTC Employer Solutions Trustee
Jersey
$26K
EI
233
Ellevest Inc
New York
$24K +$3.22K +28 +15%
AF
234
Allworth Financial
California
$23K +$115 +1 +0.5%
APA
235
American Portfolios Advisors
New York
$22.7K +$18.7K +163 +379%
PFS
236
Prospera Financial Services
Texas
$22K
HNB
237
Huntington National Bank
Ohio
$21K +$21.6K +188 New
HNWAG
238
High Net Worth Advisory Group
Florida
$18K +$18.5K +161 New
UB
239
UMB Bank
Missouri
$18K +$19K +165 New
RA
240
Rise Advisors
New York
$13K +$13.3K +116 New
FHA
241
First Horizon Advisors
Tennessee
$13K +$15K +131 +4,367%
CTC
242
Central Trust Company
Missouri
$12K
SC
243
SouthState Corp
Florida
$12K
MCM
244
Manchester Capital Management
Vermont
$12K +$1.49K +13 +14%
PFBT
245
Parkside Financial Bank & Trust
Missouri
$11K +$574 +5 +5%
EWA
246
EverSource Wealth Advisors
Alabama
$9K -$5.05K -44 -34%
WTA
247
Washington Trust Advisors
Massachusetts
$9K
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$9K +$9.19K +80 New
CWC
249
Carolinas Wealth Consulting
North Carolina
$8K
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$8K +$2.64K +23 +45%