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JBTM

JBT Marel

278 hedge funds and large institutions have $3.44B invested in JBT Marel in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $2.8B → $3.44B (+$646M)

11% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 94

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 98.11%98.99% (+0.88%)

0% more funds holding

Funds holding: 277278 (+1)

28% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $2.42M

Holders
278
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
104
Reduced
94
Closed
36
Calls
$1.74M
Puts
$2.42M
Net Calls
-$679K
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
251
TCI Wealth Advisors
Arizona
$5.36K
STCOSD
252
Sageworth Trust Company of South Dakota
South Dakota
$5.36K
NIC
253
Northwest Investment Counselors
Oregon
$3.83K
AAP
254
Arax Advisory Partners
Colorado
$3.61K
IFAM
255
Institutional & Family Asset Management
Colorado
$3.5K
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.62K +$212 +2 +9%
ST
257
Sageworth Trust
Pennsylvania
$2.51K
CWP
258
Concord Wealth Partners
Virginia
$2.4K
BWL
259
Bogart Wealth LLC
Virginia
$2.4K +$2.33K +22 New
PTC
260
Private Trust Company
Ohio
$2.29K +$2.22K +21 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$2.19K +$1.06K +10 +100%
SC
262
Schubert & Co
Texas
$1.53K +$529 +5 +56%
FWM
263
Focused Wealth Management
New York
$1.53K
BTI
264
Blue Trust Inc
Georgia
$1K +$212 +2 +25%
MCM
265
Manchester Capital Management
Vermont
$984
PA
266
Parallel Advisors
California
$874
SIC
267
SJS Investment Consulting
Ohio
$766 +$212 +2 +40%
AF
268
Advisornet Financial
Minnesota
$765 +$106 +1 +17%
DI
269
Disciplined Investments
Oklahoma
$656 +$212 +2 +50%
ECM
270
Everence Capital Management
Indiana
$582
TAM
271
Tucker Asset Management
Colorado
$546 -$106 -1 -17%
GRP
272
Global Retirement Partners
California
$535
BAAM
273
Baker Avenue Asset Management
California
$437
BIA
274
Bell Investment Advisors
California
$328
ANBT
275
American National Bank & Trust
Texas
$219