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JBTM

JBT Marel

325 hedge funds and large institutions have $5.2B invested in JBT Marel in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

924% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $2.06M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

51% more capital invested

Capital invested by funds: $3.44B → $5.2B (+$1.76B)

51% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 84

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

18.88% more ownership

Funds ownership: 109.57%128.45% (+19%)

5% more funds holding

Funds holding: 311325 (+14)

Holders
325
Holders Change
+14
Holders Change %
+4.5%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
127
Reduced
84
Closed
44
Calls
$21.1M
Puts
$2.06M
Net Calls
+$19M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$17.8K
LFA
277
LGT Financial Advisors
Texas
$17.7K
RGC
278
Regents Gate Capital
United Kingdom
$14.7K +$13.4K +116 New
AP
279
Aspect Partners
Virginia
$14.4K
MCM
280
MAI Capital Management
Ohio
$13.2K +$12K +104 New
RA
281
Rise Advisors
New York
$13.1K
FHA
282
First Horizon Advisors
Tennessee
$13K +$10.5K +91 +827%
BBHC
283
Brown Brothers Harriman & Co
New York
$12.8K
LI
284
LRI Investments
Florida
$12.1K
PWMG
285
Private Wealth Management Group
New Jersey
$10.7K
GSWM
286
Golden State Wealth Management
California
$10.2K +$9.23K +80 New
UB
287
UMB Bank
Missouri
$9.53K +$462 +4 +6%
RIL
288
Rothschild Investment LLC
Illinois
$9.53K +$1.15K +10 +15%
TH
289
TCTC Holdings
Texas
$8.13K +$7.38K +64 New
FFA
290
Farther Finance Advisors
California
$6.86K +$115 +1 +2%
BCWM
291
Bartlett & Co Wealth Management
Ohio
$6.1K
VWM
292
Venturi Wealth Management
Texas
$4.96K
HNW
293
High Note Wealth
Minnesota
$4.7K +$4.27K +37 New
EWA
294
EverSource Wealth Advisors
Alabama
$4.58K +$346 +3 +9%
Russell Investments Group
295
Russell Investments Group
United Kingdom
$4.45K +$2.19K +19 +119%
AAP
296
Arax Advisory Partners
Colorado
$4.07K +$692 +6 +23%
EC
297
Elequin Capital
New York
$3.81K +$1.5K +13 +76%
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$3.31K
CWP
299
Concord Wealth Partners
Virginia
$2.8K
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$2.67K

JBTM Hedge Fund Activity: Q4 2024 in Review

325 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2024, worth a combined $5.2B — up 51% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBTM positions and 44 closed out — a net gain of 22 holders — while 127 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $108M. The largest seller was Champlain Investment Partners, cutting an estimated $47.2M.

  • 325 institutional investors held JBT Marel (JBTM) as of Q4 2024, up from 311 in Q3 2024.
  • Funds reported $5.2B of JBT Marel stock for Q4 2024, up 51% quarter-over-quarter.
  • 66 funds opened new JBT Marel positions in Q4 2024 and 44 closed out, a net change of +22 holders.
  • The largest JBT Marel buyer in Q4 2024 was BlackRock, an estimated $108M added.
  • The largest JBT Marel seller in Q4 2024 was Champlain Investment Partners, an estimated $47.2M sold.

Based on aggregated 13F filings for Q4 2024.