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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
MG
301
Mather Group
Illinois
$2.67K +$2.42K +21 New
NA
302
NewEdge Advisors
Louisiana
$2.54K
GK
303
Graney & King
New York
$2.42K +$2.19K +19 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$2.29K
QL
305
Quarry LP
New York
$2.16K -$1.39K -12 -41%
GRP
306
Global Retirement Partners
California
$2.04K
HWM
307
Hemington Wealth Management
Virginia
$2K +$1.27K +11 +157%
FWA
308
FSC Wealth Advisors
New York
$1.4K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$1.27K +$692 +6 +150%
GM
310
GeoWealth Management
Illinois
$1.02K -$577 -5 -38%
CAL
311
Capital Advisors Ltd
Ohio
$1K
FG
312
Fairman Group
Pennsylvania
$890 -$923 -8 -53%
NFSG
313
Newbridge Financial Services Group
Florida
$890 +$808 +7 New
DPW
314
DiNuzzo Private Wealth
Pennsylvania
$763
S
315
Sachetta
Massachusetts
$763
SIC
316
SJS Investment Consulting
Ohio
$509 -$115 -1 -20%
PCFFS
317
Pacific Center for Financial Services
California
$509
AWM
318
Abound Wealth Management
Tennessee
$255
VCM
319
Versant Capital Management
Arizona
$254
PA
320
Parallel Advisors
California
$254 +$115 +1 +100%
GFPC
321
Global Financial Private Client
Florida
$254 +$231 +2 New
LFG
322
Larson Financial Group
Missouri
$127
IA
323
IFP Advisors
Florida
$127 +$115 +1 New
PWM
324
Parkworth Wealth Management
California
$127 +$115 +1 New
SC
325
Sasco Capital
Connecticut
-$18.2M -184,270 Closed

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.