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JBTM

JBT Marel

281 hedge funds and large institutions have $3.56B invested in JBT Marel in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 109 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

0% less funds holding

Funds holding: 282281 (-1)

0.72% less ownership

Funds ownership: 102.4%101.68% (-0.72%)

7% less capital invested

Capital invested by funds: $3.82B → $3.56B (-$262M)

11% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 109

82% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $5.57M

Holders
281
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
27
Increased
97
Reduced
109
Closed
21
Calls
$1.03M
Puts
$5.57M
Net Calls
-$4.55M
Net Calls Change
-$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
251
TCI Wealth Advisors
Arizona
$8K +$4.71K +41 +137%
Federated Hermes
252
Federated Hermes
Pennsylvania
$7K -$28.1K -245 -79%
PFGIA
253
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.49K -13 -18%
STCOSD
254
Sageworth Trust Company of South Dakota
South Dakota
$7K -$1.26K -11 -15%
EC
255
Elequin Capital
New York
$7K -$230 -2 -3%
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$6.75K -$761K -6,627 -10%
VCM
257
Versant Capital Management
Arizona
$6K +$115 +1 +2%
GRP
258
Global Retirement Partners
California
$6K +$574 +5 +11%
IFAM
259
Institutional & Family Asset Management
Colorado
$5K
PA
260
Parallel Advisors
California
$5K +$4.71K +41 +820%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.82K +42 New
NIC
262
Northwest Investment Counselors
Oregon
$4K
ST
263
Sageworth Trust
Pennsylvania
$3K
JWA
264
JFS Wealth Advisors
Pennsylvania
$3K +$1.38K +12 +71%
AAP
265
Arax Advisory Partners
Colorado
$3K +$1.95K +17 +170%
CA
266
Clearstead Advisors
Ohio
$2K -$3.22K -28 -60%
CWP
267
Concord Wealth Partners
Virginia
$2K
FWM
268
Focused Wealth Management
New York
$2K
GWM
269
Geneos Wealth Management
Colorado
$2K
GWS
270
Glassman Wealth Services
Virginia
$2K
SC
271
Schubert & Co
Texas
$2K +$1.49K +13 +325%
EBA
272
Eagle Bay Advisors
New York
$1.66K -$31.7K -276 -95%
C
273
Covestor
United Kingdom
$1K -$9.65K -84 -95%
FPS
274
Fieldpoint Private Securities
Connecticut
$1K -$5.17K -45 -82%
AA
275
Ancora Advisors
Ohio
$1K