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JBTM

JBT Marel

270 hedge funds and large institutions have $2.72B invested in JBT Marel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.23% less ownership

Funds ownership: 101.68%99.44% (-2.2%)

4% less funds holding

Funds holding: 281270 (-11)

15% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 108

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

24% less capital invested

Capital invested by funds: $3.56B → $2.72B (-$841M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

80% less call options, than puts

Call options by funds: $594K | Put options by funds: $3.04M

Holders
270
Holders Change
-11
Holders Change %
-3.91%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
92
Reduced
108
Closed
36
Calls
$594K
Puts
$3.04M
Net Calls
-$2.44M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
276
Algert Global
California
-$309K -2,795 Closed
CIM
277
CIM Investment Management
Pennsylvania
-$241K -2,187 Closed
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
-$241K -2,186 Closed
Mackenzie Financial
279
Mackenzie Financial
Ontario, Canada
-$241K -2,181 Closed
GHA
280
GW Henssler & Associates
Georgia
-$240K -2,177 Closed
RIM
281
Redwood Investment Management
Arizona
-$239K -2,166 Closed
NSEDCP
282
NJ State Employees Deferred Compensation Plan
New Jersey
-$239K -2,160 Closed
SSW
283
Stone Summit Wealth
Florida
-$232K -2,100 Closed
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
-$221K -2,005 Closed
SCM
285
Shelton Capital Management
Colorado
-$219K -1,987 Closed
AT
286
American Trust
Kentucky
-$217K -1,965 Closed
CAPTRUST Financial Advisors
287
CAPTRUST Financial Advisors
North Carolina
-$158K -1,435 Closed
SWM
288
Spire Wealth Management
Virginia
-$117K -1,056 Closed
PFS
289
Prospera Financial Services
Texas
-$22K -202 Closed
EWA
290
EverSource Wealth Advisors
Alabama
-$9K -84 Closed
EC
291
Elequin Capital
New York
-$7K -64 Closed
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
-$7K -60 Closed
VCM
293
Versant Capital Management
Arizona
-$5.2K -49 -96%
PA
294
Parallel Advisors
California
-$4.35K -41 -89%
GWM
295
Geneos Wealth Management
Colorado
-$2K -26 Closed
JWA
296
JFS Wealth Advisors
Pennsylvania
-$2.55K -24 -83%
CWP
297
Concord Wealth Partners
Virginia
-$2K -22 Closed
GWS
298
Glassman Wealth Services
Virginia
-$2K -18 Closed
SFG
299
Steward Financial Group
Texas
-$1K -12 Closed
BWA
300
BDO Wealth Advisors
Florida
-$1K -7 Closed