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JBTM

JBT Marel

277 hedge funds and large institutions have $2.8B invested in JBT Marel in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

20% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 85

3% more funds holding

Funds holding: 270277 (+7)

3% more capital invested

Capital invested by funds: $2.72B → $2.8B (+$74.6M)

1.34% less ownership

Funds ownership: 99.44%98.11% (-1.3%)

89% less call options, than puts

Call options by funds: $511K | Put options by funds: $4.66M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
277
Holders Change
+7
Holders Change %
+2.59%
% of All Funds
4.45%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
102
Reduced
85
Closed
35
Calls
$511K
Puts
$4.66M
Net Calls
-$4.15M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
251
Northwest Investment Counselors
Oregon
$3.2K
AAP
252
Arax Advisory Partners
Colorado
$3.01K
IFAM
253
Institutional & Family Asset Management
Colorado
$2.92K -$1.19K -13 -29%
EWA
254
EverSource Wealth Advisors
Alabama
$2.74K +$2.75K +30 New
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$2.01K
CWP
256
Concord Wealth Partners
Virginia
$2.01K +$2.01K +22 New
ST
257
Sageworth Trust
Pennsylvania
$2K
WTC
258
WhitTier Trust Company
Nevada
$1.83K +$1.83K +20 New
FWM
259
Focused Wealth Management
New York
$1.28K
ANBT
260
American National Bank & Trust
Texas
$1K +$183 +2 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$913 +$458 +5 +100%
SC
262
Schubert & Co
Texas
$822 -$275 -3 -25%
MCM
263
Manchester Capital Management
Vermont
$822 +$183 +2 +29%
PA
264
Parallel Advisors
California
$731 +$275 +3 +60%
TAM
265
Tucker Asset Management
Colorado
$551
AF
266
Advisornet Financial
Minnesota
$548 +$549 +6 New
CS
267
Comerica Securities
Michigan
$548 +$549 +6 New
ECM
268
Everence Capital Management
Indiana
$486
GRP
269
Global Retirement Partners
California
$458 -$275 -3 -38%
SIC
270
SJS Investment Consulting
Ohio
$457 +$183 +2 +67%
DI
271
Disciplined Investments
Oklahoma
$365 +$92 +1 +33%
BAAM
272
Baker Avenue Asset Management
California
$365 +$366 +4 New
BIA
273
Bell Investment Advisors
California
$274
VCM
274
Versant Capital Management
Arizona
$183
AAM
275
ACK Asset Management
Connecticut
-$21.5M -250,000 Closed