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JBTM

JBT Marel

277 hedge funds and large institutions have $3.83B invested in JBT Marel in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $1.01M

11% more capital invested

Capital invested by funds: $3.44B → $3.83B (+$387M)

1.22% more ownership

Funds ownership: 98.99%100.21% (+1.2%)

0% less funds holding

Funds holding: 278277 (-1)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 112

Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
86
Reduced
112
Closed
29
Calls
$2.95M
Puts
$1.01M
Net Calls
+$1.94M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$45K +$110 +1 +0.3%
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K +$768 +7 +2%
SPIA
228
Steward Partners Investment Advisory
New York
$42.5K
PI
229
PineBridge Investments
New York
$41.1K +$37.2K +339 New
EBA
230
Eagle Bay Advisors
New York
$35.7K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$34K +$4.93K +45 +19%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$31.4K +$18.9K +172 +198%
OLVIG
233
Oliver Lagore Vanvalin Investment Group
Michigan
$30.3K
JEST
234
JTC Employer Solutions Trustee
Jersey
$29K
AF
235
Allworth Financial
California
$25.4K
HNB
236
Huntington National Bank
Ohio
$23.3K +$1.53K +14 +8%
VCM
237
Versant Capital Management
Arizona
$23.3K +$20.8K +190 +9,500%
FHA
238
First Horizon Advisors
Tennessee
$18.3K +$877 +8 +6%
SWA
239
Sutton Wealth Advisors
Florida
$15.9K
EWA
240
EverSource Wealth Advisors
Alabama
$14.7K
RA
241
Rise Advisors
New York
$14.1K
PFBT
242
Parkside Financial Bank & Trust
Missouri
$13.1K
CTC
243
Central Trust Company
Missouri
$12.1K
UB
244
UMB Bank
Missouri
$11.5K
CWC
245
Carolinas Wealth Consulting
North Carolina
$8.98K
SS
246
Sunbelt Securities
Texas
$8.86K
OC
247
Oakworth Capital
Alabama
$7.88K
LSA
248
Leonteq Securities AG
Switzerland
$6.07K -$28.5K -260 -84%
BC
249
Bartlett & Co
Ohio
$6K +$5.26K +48 New
BCWM
250
Bartlett & Co Wealth Management
Ohio
$5.82K +$5.26K +48 New

JBTM Hedge Fund Activity: Q2 2023 in Review

277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2023, worth a combined $3.83B — up 11% from $3.44B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of JBTM and 28 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 86 added.

The largest buyer was Victory Capital Management, adding an estimated $42.4M. The largest seller was Sandhill Capital Partners, cutting an estimated $27.5M.

  • 277 institutional investors held JBT Marel (JBTM) as of Q2 2023, down from 278 in Q1 2023.
  • Funds reported $3.83B of JBT Marel stock for Q2 2023, up 11% quarter-over-quarter.
  • 28 funds opened new JBT Marel positions in Q2 2023 and 29 closed out, a net change of -1 holder.
  • The largest JBT Marel buyer in Q2 2023 was Victory Capital Management, an estimated $42.4M added.
  • The largest JBT Marel seller in Q2 2023 was Sandhill Capital Partners, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2023.