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JBTM

JBT Marel

287 hedge funds and large institutions have $4.88B invested in JBT Marel in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 103 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $4.51B → $4.88B (+$366M)

8% more funds holding

Funds holding: 266287 (+21)

0.9% less ownership

Funds ownership: 101.11%100.21% (-0.9%)

1% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 103

25% less call options, than puts

Call options by funds: $2.63M | Put options by funds: $3.52M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
4.42%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
102
Reduced
103
Closed
15
Calls
$2.63M
Puts
$3.52M
Net Calls
-$898K
Net Calls Change
-$742K
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
251
Fieldpoint Private Securities
Connecticut
$15K
PFBT
252
Parkside Financial Bank & Trust
Missouri
$15K
TWA
253
TCI Wealth Advisors
Arizona
$14K +$939 +6 +7%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.8K +88 New
CFA
255
Carroll Financial Associates
North Carolina
$14K +$14.4K +92 New
VCM
256
Versant Capital Management
Arizona
$13K -$313 -2 -2%
AWA
257
Amplius Wealth Advisors
Pennsylvania
$13K +$14.1K +90 New
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$12K
WTA
259
Washington Trust Advisors
Massachusetts
$12K +$12.4K +79 New
CWC
260
Carolinas Wealth Consulting
North Carolina
$11K
STCOSD
261
Sageworth Trust Company of South Dakota
South Dakota
$11K +$11.1K +71 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$8K -$24.2K -155 -75%
HI
263
Harbour Investments
Wisconsin
$8K -$6.88K -44 -47%
C
264
Covestor
United Kingdom
$8K +$8.29K +53 New
IFAM
265
Institutional & Family Asset Management
Colorado
$7K
APA
266
American Portfolios Advisors
New York
$6.6K
DAM
267
Delta Asset Management
Tennessee
$6K -$3.13K -20 -33%
CA
268
Clearstead Advisors
Ohio
$6K +$3.29K +21 +111%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$5K
CWP
270
Concord Wealth Partners
Virginia
$5K +$1.41K +9 +41%
DFCM
271
Dark Forest Capital Management
Puerto Rico
$5K +$1.56K +10 +43%
NIC
272
Northwest Investment Counselors
Oregon
$5K +$5.47K +35 New
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$5K +$5.79K +37 New
ST
274
Sageworth Trust
Pennsylvania
$4K -$12K -77 -77%
TFO
275
Tarbox Family Office
California
$4K