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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
GAM
326
Gotham Asset Management
New York
– -$376K -3,960 Closed
SCP
327
Sandhill Capital Partners
New York
– -$314K -3,308 Closed
AG
328
Algert Global
California
– -$304K -3,202 Closed
IC
329
Innealta Capital
Texas
– -$72.8K -767 Closed
Simplex Trading
330
Simplex Trading
Illinois
– -$65.2K -706 Closed
NS
331
NBC Securities
Alabama
– -$26K -276 Closed
SWS
332
SYSTM Wealth Solutions
Illinois
– -$19.6K -206 Closed
CP
333
Camelot Portfolios
Ohio
– -$10.4K -110 Closed
OWA
334
Opal Wealth Advisors
New York
– -$10.2K -107 Closed
CTC
335
Central Trust Company
Missouri
– -$9.5K -100 Closed
C
336
Covestor
United Kingdom
– -$7.2K -78 -99%
LC
337
Lindbrook Capital
California
– -$5.79K -61 Closed
CA
338
Clearstead Advisors
Ohio
– -$3.42K -36 Closed
S
339
SignatureFD
Georgia
– -$1.9K -20 Closed
BIA
340
Bell Investment Advisors
California
– -$475 -5 Closed
TAM
341
Tucker Asset Management
Colorado
– -$95 -1 Closed
CAL
342
Capital Advisors Ltd
Ohio
– +$369 +4 New
HWM
343
Hemington Wealth Management
Virginia
– +$646 +7 New
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.