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JBTM

JBT Marel

270 hedge funds and large institutions have $2.72B invested in JBT Marel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.23% less ownership

Funds ownership: 101.68%99.44% (-2.2%)

4% less funds holding

Funds holding: 281270 (-11)

15% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 108

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

24% less capital invested

Capital invested by funds: $3.56B → $2.72B (-$841M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

80% less call options, than puts

Call options by funds: $594K | Put options by funds: $3.04M

Holders
270
Holders Change
-11
Holders Change %
-3.91%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
92
Reduced
108
Closed
36
Calls
$594K
Puts
$3.04M
Net Calls
-$2.44M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
American Portfolios Advisors
New York
$18.1K +$531 +5 +2%
PHK
227
Point72 Hong Kong
Hong Kong
$18K -$41.2K -388 -65%
AF
228
Allworth Financial
California
$18K
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$17K -$9.66K -91 -32%
HNB
230
Huntington National Bank
Ohio
$16K
HNWAG
231
High Net Worth Advisory Group
Florida
$14K
EI
232
Ellevest Inc
New York
$11K -$9.44K -89 -40%
RA
233
Rise Advisors
New York
$10K
UB
234
UMB Bank
Missouri
$9K -$6.05K -57 -35%
FHA
235
First Horizon Advisors
Tennessee
$9K -$2.76K -26 -19%
CTC
236
Central Trust Company
Missouri
$9K -$637 -6 -6%
SC
237
SouthState Corp
Florida
$9K
PFBT
238
Parkside Financial Bank & Trust
Missouri
$8K -$531 -5 -5%
BBHC
239
Brown Brothers Harriman & Co
New York
$8K +$9.34K +88 New
WTA
240
Washington Trust Advisors
Massachusetts
$7K
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.38K +13 +18%
CWC
242
Carolinas Wealth Consulting
North Carolina
$6K
AA
243
AlphaMark Advisors
Kentucky
$6K +$7.22K +68 New
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$4.65K -$950K -8,954 -15%
STCOSD
245
Sageworth Trust Company of South Dakota
South Dakota
$4K -$1.17K -11 -18%
IFAM
246
Institutional & Family Asset Management
Colorado
$4K
TWA
247
TCI Wealth Advisors
Arizona
$3K -$4.14K -39 -55%
NIC
248
Northwest Investment Counselors
Oregon
$3K
AAP
249
Arax Advisory Partners
Colorado
$3K +$637 +6 +22%
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$2K -$6.16K -58 -73%