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JBTM

JBT Marel

278 hedge funds and large institutions have $3.44B invested in JBT Marel in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $2.8B → $3.44B (+$646M)

11% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 94

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 98.11%98.99% (+0.88%)

0% more funds holding

Funds holding: 277278 (+1)

28% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $2.42M

Holders
278
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
104
Reduced
94
Closed
36
Calls
$1.74M
Puts
$2.42M
Net Calls
-$679K
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
226
Ostrum Asset Management
France
$49.3K +$47.7K +451 New
BAM
227
Belpointe Asset Management
Nevada
$42.8K +$23K +217 +124%
TWM
228
Tradition Wealth Management
Minnesota
$41K
Ohio Public Employees Retirement System (OPERS)
229
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K +$2.33K +22 +6%
SPIA
230
Steward Partners Investment Advisory
New York
$38.3K
LSA
231
Leonteq Securities AG
Switzerland
$33.9K
EBA
232
Eagle Bay Advisors
New York
$32.1K +$2.54K +24 +9%
OLVIG
233
Oliver Lagore Vanvalin Investment Group
Michigan
$27.3K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$26K -$952 -9 -4%
JEST
235
JTC Employer Solutions Trustee
Jersey
$26K
AF
236
Allworth Financial
California
$22.9K
HNB
237
Huntington National Bank
Ohio
$19.5K -$2.65K -25 -12%
FHA
238
First Horizon Advisors
Tennessee
$15.6K +$106 +1 +0.7%
SWA
239
Sutton Wealth Advisors
Florida
$14.3K -$76.8K -726 -85%
EWA
240
EverSource Wealth Advisors
Alabama
$13.2K +$9.63K +91 +303%
RA
241
Rise Advisors
New York
$12.7K +$106 +1 +0.9%
EI
242
Ellevest Inc
New York
$12.2K
PFBT
243
Parkside Financial Bank & Trust
Missouri
$11.8K -$212 -2 -2%
CTC
244
Central Trust Company
Missouri
$10.9K
UB
245
UMB Bank
Missouri
$10.4K -$952 -9 -9%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$9.51K -$9.52K -90 -51%
CWC
247
Carolinas Wealth Consulting
North Carolina
$8.09K
SS
248
Sunbelt Securities
Texas
$7.88K +$7.72K +73 New
OC
249
Oakworth Capital
Alabama
$7.1K
CFB
250
Cullen/Frost Bankers
Texas
$7.1K +$6.88K +65 New