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JBTM

JBT Marel

277 hedge funds and large institutions have $3.83B invested in JBT Marel in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $1.01M

11% more capital invested

Capital invested by funds: $3.44B → $3.83B (+$387M)

1.22% more ownership

Funds ownership: 98.99%100.21% (+1.2%)

0% less funds holding

Funds holding: 278277 (-1)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 112

Holders
277
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
86
Reduced
112
Closed
29
Calls
$2.95M
Puts
$1.01M
Net Calls
+$1.94M
Net Calls Change
+$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
251
Northwest Investment Counselors
Oregon
$4.25K
EC
252
Elequin Capital
New York
$4.25K +$3.84K +35 New
IFAM
253
Institutional & Family Asset Management
Colorado
$3.88K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$2.91K
AAP
255
Arax Advisory Partners
Colorado
$2.79K -$1.1K -10 -30%
BWL
256
Bogart Wealth LLC
Virginia
$2.67K
CWP
257
Concord Wealth Partners
Virginia
$2.67K
PTC
258
Private Trust Company
Ohio
$2.55K
JWA
259
JFS Wealth Advisors
Pennsylvania
$2.43K
S
260
SignatureFD
Georgia
$2.31K +$2.08K +19 New
FWM
261
Focused Wealth Management
New York
$1.7K
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$1.58K +$1.43K +13 New
PA
263
Parallel Advisors
California
$1.46K +$439 +4 +50%
Walleye Trading
264
Walleye Trading
New York
$1.21K -$170K -1,547 -99%
CAS
265
Coppell Advisory Solutions
Texas
$1.09K +$987 +9 New
AF
266
Advisornet Financial
Minnesota
$849
MCM
267
Manchester Capital Management
Vermont
$728 -$329 -3 -33%
GRP
268
Global Retirement Partners
California
$610
SIC
269
SJS Investment Consulting
Ohio
$607 -$219 -2 -29%
DI
270
Disciplined Investments
Oklahoma
$607 -$110 -1 -17%
TAM
271
Tucker Asset Management
Colorado
$607
AWM
272
Abound Wealth Management
Tennessee
$486 +$439 +4 New
BAAM
273
Baker Avenue Asset Management
California
$485
ANBT
274
American National Bank & Trust
Texas
$243
CA
275
Crewe Advisors
Utah
$122 +$110 +1 New

JBTM Hedge Fund Activity: Q2 2023 in Review

277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2023, worth a combined $3.83B — up 11% from $3.44B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of JBTM and 28 opened new positions — a net loss of 1 holder — while 112 trimmed existing stakes and 86 added.

The largest buyer was Victory Capital Management, adding an estimated $42.4M. The largest seller was Sandhill Capital Partners, cutting an estimated $27.5M.

  • 277 institutional investors held JBT Marel (JBTM) as of Q2 2023, down from 278 in Q1 2023.
  • Funds reported $3.83B of JBT Marel stock for Q2 2023, up 11% quarter-over-quarter.
  • 28 funds opened new JBT Marel positions in Q2 2023 and 29 closed out, a net change of -1 holder.
  • The largest JBT Marel buyer in Q2 2023 was Victory Capital Management, an estimated $42.4M added.
  • The largest JBT Marel seller in Q2 2023 was Sandhill Capital Partners, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2023.