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JBTM

JBT Marel

274 hedge funds and large institutions have $3.33B invested in JBT Marel in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 106 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $810K

0.8% less ownership

Funds ownership: 100.21%99.41% (-0.8%)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

1% less funds holding

Funds holding: 277274 (-3)

13% less capital invested

Capital invested by funds: $3.83B → $3.33B (-$500M)

13% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 106

Holders
274
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
92
Reduced
106
Closed
24
Calls
$3.41M
Puts
$810K
Net Calls
+$2.6M
Net Calls Change
+$656K
Name Holding Trade Value Shares
Change
Change in
Stake
NIC
251
Northwest Investment Counselors
Oregon
$3.68K
MPWT
252
MassMutual Private Wealth & Trust
Connecticut
$3.58K +$2.35K +21 +162%
IFAM
253
Institutional & Family Asset Management
Colorado
$3.36K
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$2.31K -$224 -2 -8%
BWL
255
Bogart Wealth LLC
Virginia
$2.31K
CWP
256
Concord Wealth Partners
Virginia
$2.31K
BF
257
BOK Financial
Oklahoma
$2.29K +$2.46K +22 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$2.1K
GRP
259
Global Retirement Partners
California
$1.66K +$1.23K +11 +220%
AAP
260
Arax Advisory Partners
Colorado
$1.47K -$1.01K -9 -39%
FWM
261
Focused Wealth Management
New York
$1.47K
PA
262
Parallel Advisors
California
$1.26K
SFG
263
Steward Financial Group
Texas
$1K +$1.9K +17 New
AF
264
Advisornet Financial
Minnesota
$736
MCM
265
Manchester Capital Management
Vermont
$631
SIC
266
SJS Investment Consulting
Ohio
$631 +$112 +1 +20%
ECM
267
Everence Capital Management
Indiana
$560
TAM
268
Tucker Asset Management
Colorado
$526
AWM
269
Abound Wealth Management
Tennessee
$421
BAAM
270
Baker Avenue Asset Management
California
$421
ANBT
271
American National Bank & Trust
Texas
$210
LC
272
Lindbrook Capital
California
$210 +$224 +2 New
CA
273
Crewe Advisors
Utah
$106
RA
274
Rise Advisors
New York
$78 -$13K -116 -99%
Aberdeen Group
275
Aberdeen Group
United Kingdom
-$9.36M -77,140 Closed