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JBTM

JBT Marel

274 hedge funds and large institutions have $3.33B invested in JBT Marel in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $810K

0.8% less ownership

Funds ownership: 100.21%99.41% (-0.8%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

1% less funds holding

Funds holding: 277274 (-3)

13% less capital invested

Capital invested by funds: $3.83B → $3.33B (-$500M)

13% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 106

Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
92
Reduced
106
Closed
24
Calls
$3.41M
Puts
$810K
Net Calls
+$2.6M
Net Calls Change
+$656K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$39K
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K +$671 +6 +2%
SPIA
228
Steward Partners Investment Advisory
New York
$36.8K
OLVIG
229
Oliver Lagore Vanvalin Investment Group
Michigan
$28K +$1.79K +16 +6%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$27K -$2.13K -19 -7%
JEST
231
JTC Employer Solutions Trustee
Jersey
$25K
Simplex Trading
232
Simplex Trading
Illinois
$25K +$27.3K +244 New
AF
233
Allworth Financial
California
$22K
HNB
234
Huntington National Bank
Ohio
$20.2K
NS
235
NBC Securities
Alabama
$19K +$20.6K +184 New
S
236
SignatureFD
Georgia
$16.6K +$15.6K +139 +732%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$15K -$13K -116 -45%
LFA
238
LGT Financial Advisors
Texas
$14.6K +$15.6K +139 New
SWA
239
Sutton Wealth Advisors
Florida
$13.6K -$224 -2 -2%
EWA
240
EverSource Wealth Advisors
Alabama
$12.7K
FHA
241
First Horizon Advisors
Tennessee
$12.6K -$3.47K -31 -21%
VCM
242
Versant Capital Management
Arizona
$12.1K -$8.62K -77 -40%
CTC
243
Central Trust Company
Missouri
$10.5K
UB
244
UMB Bank
Missouri
$9.99K
OC
245
Oakworth Capital
Alabama
$6.83K
LSA
246
Leonteq Securities AG
Switzerland
$5.26K
BCWM
247
Bartlett & Co Wealth Management
Ohio
$5.05K
PTC
248
Private Trust Company
Ohio
$5.05K +$3.02K +27 +129%
BC
249
Bartlett & Co
Ohio
$5K
PFBT
250
Parkside Financial Bank & Trust
Missouri
$3.89K -$7.95K -71 -66%