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JBTM

JBT Marel

298 hedge funds and large institutions have $3.22B invested in JBT Marel in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 120 increasing their positions, 86 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 39

24% more call options, than puts

Call options by funds: $3.75M | Put options by funds: $3.03M

6.15% more ownership

Funds ownership: 100.2%106.35% (+6.1%)

3% more funds holding

Funds holding: 288298 (+10)

4% less capital invested

Capital invested by funds: $3.34B → $3.22B (-$125M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
298
Holders Change
+10
Holders Change %
+3.47%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
120
Reduced
86
Closed
39
Calls
$3.75M
Puts
$3.03M
Net Calls
+$721K
Net Calls Change
+$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
251
GAMMA Investing
California
$12.1K +$6.04K +64 +102%
AP
252
Aspect Partners
Virginia
$10.7K
CP
253
Camelot Portfolios
Ohio
$10.4K +$10.4K +110 New
OWA
254
Opal Wealth Advisors
New York
$10.2K +$10.1K +107 New
RA
255
Rise Advisors
New York
$9.8K
CTC
256
Central Trust Company
Missouri
$9.5K
CFM
257
Catalyst Funds Management
Australia
$9.5K +$9.43K +100 New
BFEC
258
Benjamin F. Edwards & Company
Missouri
$9K +$8.77K +93 New
C
259
Covestor
United Kingdom
$8K +$7.17K +76 +2,533%
PWMG
260
Private Wealth Management Group
New Jersey
$7.98K
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$7.88K -$472 -5 -6%
SAM
262
Smartleaf Asset Management
Massachusetts
$6.69K -$472 -5 -7%
LI
263
LRI Investments
Florida
$6.46K +$6.42K +68 New
IFAM
264
Institutional & Family Asset Management
Colorado
$6.08K +$3.02K +32 +100%
LC
265
Lindbrook Capital
California
$5.79K +$2.17K +23 +61%
RIL
266
Rothschild Investment LLC
Illinois
$5.7K +$472 +5 +9%
HT
267
Headlands Technologies
Illinois
$4.75K +$4.72K +50 New
BCWM
268
Bartlett & Co Wealth Management
Ohio
$4.56K
FFA
269
Farther Finance Advisors
California
$4.52K +$4.72K +50 New
MPWT
270
MassMutual Private Wealth & Trust
Connecticut
$3.42K +$283 +3 +9%
CA
271
Clearstead Advisors
Ohio
$3.42K +$3.4K +36 New
EWA
272
EverSource Wealth Advisors
Alabama
$3.25K +$283 +3 +10%
AAP
273
Arax Advisory Partners
Colorado
$2.47K +$1.13K +12 +86%
QL
274
Quarry LP
New York
$2.18K +$943 +10 +77%
CWP
275
Concord Wealth Partners
Virginia
$2.09K