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JBTM

JBT Marel

282 hedge funds and large institutions have $3.82B invested in JBT Marel in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 99 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% more ownership

Funds ownership: 100.21%102.4% (+2.2%)

5% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 99

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 287282 (-5)

17% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.73M

22% less capital invested

Capital invested by funds: $4.88B → $3.82B (-$1.06B)

Holders
282
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
104
Reduced
99
Closed
39
Calls
$2.27M
Puts
$2.73M
Net Calls
-$457K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
251
Washington Trust Advisors
Massachusetts
$9K
STCOSD
252
Sageworth Trust Company of South Dakota
South Dakota
$8K
EC
253
Elequin Capital
New York
$8K +$8.45K +66 New
FPS
254
Fieldpoint Private Securities
Connecticut
$7K -$5.12K -40 -42%
VCM
255
Versant Capital Management
Arizona
$6K -$4.48K -35 -41%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$6K -$128 -1 -2%
CA
257
Clearstead Advisors
Ohio
$6K +$896 +7 +18%
APA
258
American Portfolios Advisors
New York
$5.09K
IFAM
259
Institutional & Family Asset Management
Colorado
$5K +$128 +1 +2%
GRP
260
Global Retirement Partners
California
$5K +$5.89K +46 New
T
261
TCWP
Ohio
$5K +$5.89K +46 New
TWA
262
TCI Wealth Advisors
Arizona
$4K -$8.06K -63 -68%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$4K
NIC
264
Northwest Investment Counselors
Oregon
$4K
CWP
265
Concord Wealth Partners
Virginia
$3K -$1.15K -9 -29%
GWM
266
Geneos Wealth Management
Colorado
$3K
ST
267
Sageworth Trust
Pennsylvania
$3K
TFO
268
Tarbox Family Office
California
$3K
FWM
269
Focused Wealth Management
New York
$2K
JWA
270
JFS Wealth Advisors
Pennsylvania
$2K +$1.28K +10 +143%
GWS
271
Glassman Wealth Services
Virginia
$2K +$2.3K +18 New
AAP
272
Arax Advisory Partners
Colorado
$1K -$1.15K -9 -47%
PA
273
Parallel Advisors
California
$1K -$128 -1 -17%
AA
274
Ancora Advisors
Ohio
$1K
BWA
275
BDO Wealth Advisors
Florida
$1K