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JBTM

JBT Marel

298 hedge funds and large institutions have $3.22B invested in JBT Marel in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

24% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $3.03M

6.15% more ownership

Funds ownership: 100.2%106.35% (+6.1%)

3% more funds holding

Funds holding: 288298 (+10)

4% less capital invested

Capital invested by funds: $3.34B → $3.22B (-$125M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
120
Reduced
86
Closed
39
Calls
$3.75M
Puts
$3.03M
Net Calls
+$721K
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
226
Eukles Asset Management
Ohio
$84K -$12K -127 -13%
PS
227
Principal Securities
Iowa
$79.5K +$71.1K +754 +908%
NIMI
228
Natixis Investment Managers International
France
$76K
QCG
229
Quadrant Capital Group
Ohio
$73.2K +$2.17K +23 +3%
KBC Group
230
KBC Group
Belgium
$73K
IC
231
Innealta Capital
Texas
$72.8K +$72.4K +767 New
Simplex Trading
232
Simplex Trading
Illinois
$67K +$66.6K +706 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$65.8K +$2.64K +28 +4%
VWM
234
Venturi Wealth Management
Texas
$64.2K +$63.8K +676 New
HNB
235
Hilltop National Bank
Wyoming
$59.2K +$660 +7 +1%
HIA
236
Harbor Investment Advisory
Maryland
$39.1K -$17.6K -187 -31%
Ohio Public Employees Retirement System (OPERS)
237
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.9K +$2.55K +27 +7%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$31K +$16.2K +172 +113%
AF
239
Allworth Financial
California
$28.4K -$1.13K -12 -4%
NS
240
NBC Securities
Alabama
$26K
PPA
241
Painted Porch Advisors
California
$25.3K +$25.1K +266 New
OLVIG
242
Oliver Lagore Vanvalin Investment Group
Michigan
$23.6K
JEST
243
JTC Employer Solutions Trustee
Jersey
$23K
SPIA
244
Steward Partners Investment Advisory
New York
$21.9K -$1.32K -14 -6%
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$21.3K
CFGS
246
Concourse Financial Group Securities
Alabama
$20.9K +$20.8K +220 New
SWS
247
SYSTM Wealth Solutions
Illinois
$19.6K -$63.4K -672 -77%
UB
248
UMB Bank
Missouri
$18.1K -$5.47K -58 -23%
EBA
249
Eagle Bay Advisors
New York
$17.8K -$3.58K -38 -17%
LFA
250
LGT Financial Advisors
Texas
$13.2K