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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
PCFFS
301
Pacific Center for Financial Services
California
$395 – – –
AWM
302
Abound Wealth Management
Tennessee
$198 -$185 -2 -50%
MFG
303
Mendota Financial Group
Wisconsin
$198 +$185 +2 New
LSA
304
Leonteq Securities AG
Switzerland
$197 – – –
VCM
305
Versant Capital Management
Arizona
$197 – – –
CA
306
Claris Advisors
Missouri
$197 +$185 +2 New
PA
307
Parallel Advisors
California
$99 -$277 -3 -75%
LFG
308
Larson Financial Group
Missouri
$99 – – –
WCM Investment Management
309
WCM Investment Management
California
– -$19M -196,145 Closed
Brown Advisory
310
Brown Advisory
Maryland
– -$14.3M -150,869 Closed
RCMC
311
RK Capital Management (Colorado)
Colorado
– -$11.5M -121,000 Closed
WA
312
Wasatch Advisors
Utah
– -$6.55M -68,973 Closed
EGM
313
Engineers Gate Manager
New York
– -$3.76M -39,637 Closed
BMSSC
314
B. Metzler seel. Sohn & Co
Germany
– -$3.09M -32,495 Closed
TCAM
315
Turtle Creek Asset Management
Ontario, Canada
– -$3.02M -31,834 Closed
TD Asset Management
316
TD Asset Management
Ontario, Canada
– -$1.79M -18,888 Closed
DIA
317
Dana Investment Advisors
Wisconsin
– -$1.71M -17,960 Closed
Renaissance Technologies
318
Renaissance Technologies
New York
– -$1.06M -11,200 Closed
Creative Planning
319
Creative Planning
Kansas
– -$711K -7,486 Closed
UM
320
UniSuper Management
Australia
– -$668K -7,029 Closed
TA
321
Teton Advisors
New York
– -$665K -7,000 Closed
P
322
Pitcairn
Pennsylvania
– -$540K -5,686 Closed
SW
323
Simplicity Wealth
New Jersey
– -$539K -5,679 Closed
DM
324
Deerfield Management
New York
– -$428K -4,502 Closed
SC
325
Savant Capital
Illinois
– -$417K -4,394 Closed
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.