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JBTM

JBT Marel

277 hedge funds and large institutions have $2.8B invested in JBT Marel in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

20% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 85

3% more funds holding

Funds holding: 270277 (+7)

3% more capital invested

Capital invested by funds: $2.72B → $2.8B (+$74.6M)

1.34% less ownership

Funds ownership: 99.44%98.11% (-1.3%)

89% less call options, than puts

Call options by funds: $511K | Put options by funds: $4.66M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
102
Reduced
85
Closed
35
Calls
$511K
Puts
$4.66M
Net Calls
-$4.15M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
226
Money Concepts Capital
Florida
$28.7K +$28.7K +314 New
LSA
227
Leonteq Securities AG
Switzerland
$28.3K
Bessemer Group
228
Bessemer Group
New Jersey
$27K -$3.06M -33,397 -99%
EBA
229
Eagle Bay Advisors
New York
$24.7K +$23.3K +255 +1,700%
OLVIG
230
Oliver Lagore Vanvalin Investment Group
Michigan
$22.8K
JEST
231
JTC Employer Solutions Trustee
Jersey
$22K
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$22K +$4.58K +50 +26%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$21K -$17.1K -187 -44%
AF
234
Allworth Financial
California
$19.1K
HNB
235
Huntington National Bank
Ohio
$18.5K +$1.37K +15 +8%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$16.2K +$8.24K +90 +103%
BAM
237
Belpointe Asset Management
Nevada
$16K +$16K +175 New
RBC
238
Romano Brothers & Co
Illinois
$13.7K +$13.7K +150 New
FHA
239
First Horizon Advisors
Tennessee
$13K +$3.11K +34 +31%
RA
240
Rise Advisors
New York
$10.6K
EI
241
Ellevest Inc
New York
$10.1K -$1.92K -21 -16%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$10K +$1.65K +18 +20%
CTC
243
Central Trust Company
Missouri
$9.13K
UB
244
UMB Bank
Missouri
$9K -$366 -4 -4%
QL
245
Quarry LP
New York
$7.4K +$7.41K +81 New
CWC
246
Carolinas Wealth Consulting
North Carolina
$6.77K
OC
247
Oakworth Capital
Alabama
$5.94K +$5.95K +65 New
ZB
248
Zions Bancorporation
Utah
$5.84K +$5.86K +64 New
TWA
249
TCI Wealth Advisors
Arizona
$4.47K +$1.56K +17 +53%
STCOSD
250
Sageworth Trust Company of South Dakota
South Dakota
$4K