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JBTM

JBT Marel
JBTM

311 hedge funds and large institutions have $3.44B invested in JBT Marel in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 97 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

113% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $4.89M

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

7% more capital invested

Capital invested by funds: $3.22B → $3.44B (+$221M)

4% more funds holding

Funds holding: 298 → 311 (+13)

3.22% more ownership

Funds ownership: 106.35% → 109.57% (+3.2%)

14% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 113

Holders
311
Holders Change
+13
Holders Change %
+4.36%
% of All Funds
4.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
48
Increased
97
Reduced
113
Closed
32
Calls
$10.4M
Puts
$4.89M
Net Calls
+$5.55M
Net Calls Change
+$4.83M

Top Buyers

1
UBS AM
UBS AM
Illinois
+$49.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$27.5M
3
Millennium Management
Millennium Management
New York
+$24.2M
4
SCPM
Sea Cliff Partners Management
California
+$20.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$19.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$54.8M
2
WCM Investment Management
WCM Investment Management
California
-$19M
3
CIP
Champlain Investment Partners
Vermont
-$16.2M
4
Brown Advisory
Brown Advisory
Maryland
-$14.3M
5
RCMC
RK Capital Management (Colorado)
Colorado
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
251
Allworth Financial
California
$27.7K – – –
PPA
252
Painted Porch Advisors
California
$26.2K – – –
OLVIG
253
Oliver Lagore Vanvalin Investment Group
Michigan
$24.4K – – –
SPIA
254
Steward Partners Investment Advisory
New York
$23.8K +$1.02K +11 +5%
JEST
255
JTC Employer Solutions Trustee
Jersey
$23K – – –
CFGS
256
Concourse Financial Group Securities
Alabama
$23K +$1.2K +13 +6%
EBA
257
Eagle Bay Advisors
New York
$17K -$1.29K -14 -7%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$14.3K -$8.03K -87 -38%
LFA
259
LGT Financial Advisors
Texas
$13.7K – – –
GI
260
GAMMA Investing
California
$12.6K +$92 +1 +0.8%
LI
261
LRI Investments
Florida
$11.2K +$2.49K +27 +40%
AP
262
Aspect Partners
Virginia
$11.1K – – –
BTI
263
Blue Trust Inc
Georgia
$11.1K +$10.8K +117 New
Jones Financial Companies
264
Jones Financial Companies
Missouri
$10.5K +$9.88K +107 New
SCM
265
Sterling Capital Management
North Carolina
$10.2K +$9.6K +104 New
RA
266
Rise Advisors
New York
$10.2K – – –
BBHC
267
Brown Brothers Harriman & Co
New York
$9.95K +$9.32K +101 New
VF
268
VitalStone Financial
Texas
$8.87K +$8.31K +90 New
PWMG
269
Private Wealth Management Group
New Jersey
$8.28K – – –
UB
270
UMB Bank
Missouri
$6.99K -$11.1K -120 -63%
SAM
271
Smartleaf Asset Management
Massachusetts
$6.46K -$277 -3 -4%
RIL
272
Rothschild Investment LLC
Illinois
$6.4K +$462 +5 +8%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$6.11K -$1.94K -21 -25%
FFA
274
Farther Finance Advisors
California
$5.22K +$277 +3 +6%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$4.73K – – –
9 10
11
12 13

JBTM Hedge Fund Activity: Q3 2024 in Review

311 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2024, worth a combined $3.44B — up 6.9% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new JBTM positions and 32 closed out — a net gain of 16 holders — while 97 added to existing stakes and 113 trimmed.

The largest buyer was UBS AM, adding an estimated $49.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $54.8M.

  • 311 institutional investors held JBT Marel (JBTM) as of Q3 2024, up from 298 in Q2 2024.
  • Funds reported $3.44B of JBT Marel stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 48 funds opened new JBT Marel positions in Q3 2024 and 32 closed out, a net change of +16 holders.
  • The largest JBT Marel buyer in Q3 2024 was UBS AM, an estimated $49.1M added.
  • The largest JBT Marel seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $54.8M sold.

Based on aggregated 13F filings for Q3 2024.