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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
VWM
276
Venturi Wealth Management
Texas
$3.84K -$58.8K -637 -94%
NIC
277
Northwest Investment Counselors
Oregon
$3.45K +$3.23K +35 New
EWA
278
EverSource Wealth Advisors
Alabama
$3.25K – – –
FCA
279
FinTrust Capital Advisors
South Carolina
$3.25K +$3.05K +33 New
QL
280
Quarry LP
New York
$2.86K +$554 +6 +26%
AAP
281
Arax Advisory Partners
Colorado
$2.56K – – –
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$2.56K -$923 -10 -28%
AIM
283
Anchor Investment Management
South Carolina
$2.27K +$2.12K +23 New
CWP
284
Concord Wealth Partners
Virginia
$2.17K – – –
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$2.07K – – –
NA
286
NewEdge Advisors
Louisiana
$1.97K – – –
JWA
287
JFS Wealth Advisors
Pennsylvania
$1.77K +$462 +5 +38%
EC
288
Elequin Capital
New York
$1.68K +$1.57K +17 New
GRP
289
Global Retirement Partners
California
$1.58K – – –
Russell Investments Group
290
Russell Investments Group
United Kingdom
$1.58K +$369 +4 +33%
FG
291
Fairman Group
Pennsylvania
$1.48K – – –
CPA
292
Capital Performance Advisors
California
$1.38K +$1.29K +14 New
GM
293
GeoWealth Management
Illinois
$1.28K +$1.2K +13 New
FWA
294
FSC Wealth Advisors
New York
$1.08K – – –
FHA
295
First Horizon Advisors
Tennessee
$1.08K -$831 -9 -45%
CAS
296
Coppell Advisory Solutions
Texas
$880 – – –
DPW
297
DiNuzzo Private Wealth
Pennsylvania
$592 – – –
S
298
Sachetta
Massachusetts
$592 – – –
SIC
299
SJS Investment Consulting
Ohio
$493 -$92 -1 -17%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$395 -$1.2K -13 -76%
10 11
12
13 14

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.