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JBTM

JBT Marel

299 hedge funds and large institutions have $3.17B invested in JBT Marel in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 21

28% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $2.06M

9% more funds holding

Funds holding: 274299 (+25)

0.77% more ownership

Funds ownership: 99.41%100.19% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $3.33B → $3.17B (-$155M)

8% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 102

Holders
299
Holders Change
+25
Holders Change %
+9.12%
% of All Funds
4.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
51
Increased
94
Reduced
102
Closed
21
Calls
$2.65M
Puts
$2.06M
Net Calls
+$586K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
276
Private Trust Company
Ohio
$4.77K
IFAM
277
Institutional & Family Asset Management
Colorado
$3.18K
BWL
278
Bogart Wealth LLC
Virginia
$2.19K
CWP
279
Concord Wealth Partners
Virginia
$2.19K
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$2.19K
BF
281
BOK Financial
Oklahoma
$2.19K
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.99K
NA
283
NewEdge Advisors
Louisiana
$1.99K +$2.07K +20 New
PFBT
284
Parkside Financial Bank & Trust
Missouri
$1.89K -$1.87K -18 -49%
FG
285
Fairman Group
Pennsylvania
$1.49K +$1.55K +15 New
GRP
286
Global Retirement Partners
California
$1.48K
AAP
287
Arax Advisory Partners
Colorado
$1.39K
FWM
288
Focused Wealth Management
New York
$1.39K
CAS
289
Coppell Advisory Solutions
Texas
$895 +$933 +9 New
LC
290
Lindbrook Capital
California
$796 +$622 +6 +300%
AF
291
Advisornet Financial
Minnesota
$696
FFA
292
Farther Finance Advisors
California
$696 +$726 +7 New
S
293
Sachetta
Massachusetts
$598 +$622 +6 New
SIC
294
SJS Investment Consulting
Ohio
$597
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$597 +$622 +6 New
PA
296
Parallel Advisors
California
$497 -$726 -7 -58%
AWM
297
Abound Wealth Management
Tennessee
$398
TAM
298
Tucker Asset Management
Colorado
$99 -$415 -4 -80%
Allspring Global Investments
299
Allspring Global Investments
North Carolina
-$18.5M -176,074 Closed
2
300
2Xideas
Switzerland
-$10.7M -101,906 Closed