We are live on ! Find out more
JBTM

JBT Marel
JBTM

156 hedge funds and large institutions have $789M invested in JBT Marel in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $668M → $789M (+$120M)

0.24% less ownership

Funds ownership: 93.18% → 92.94% (-0.24%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

2% less funds holding

Funds holding: 159 → 156 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
14
Increased
54
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.6M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$6.45M
3
RA
Royce & Associates
New York
+$4.47M
4
Victory Capital Management
Victory Capital Management
Texas
+$4.08M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.04M

Top Sellers

1
RCM
Ratan Capital Management
Florida
-$12.7M
2
LSV Asset Management
LSV Asset Management
Illinois
-$8.96M
3
BIT
BlackRock Institutional Trust
California
-$7.54M
4
TC
TFS Capital
Pennsylvania
-$5.28M
5
KIM
Kestrel Investment Management
California
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TG
26
TCW Group
California
$5.15M -$1.33M -47,910 -21%
PIM
27
Profit Investment Management
Maryland
$5.07M +$2.11M +75,975 +78%
Principal Financial Group
28
Principal Financial Group
Iowa
$4.93M +$276K +9,938 +6%
TCIM
29
TIAA CREF Investment Management
New York
$4.76M +$196K +7,050 +5%
RP
30
Reinhart Partners
Wisconsin
$4.65M +$157K +5,664 +4%
Charles Schwab
31
Charles Schwab
California
$4.6M -$13.5K -485 -0.3%
PPA
32
Parametric Portfolio Associates
Washington
$4.4M +$210K +7,553 +5%
DLCIG
33
D.L. Carlson Investment Group
New Hampshire
$4.39M -$171K -6,180 -4%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$4.23M +$42.5K +1,532 +1%
Goldman Sachs
35
Goldman Sachs
New York
$4.03M -$249K -8,957 -6%
AQR Capital Management
36
AQR Capital Management
Connecticut
$3.98M – – –
OCG
37
Opus Capital Group
Ohio
$3.9M +$1.72M +62,050 +88%
NTCOC
38
Northern Trust Company of Connecticut
Connecticut
$3.86M -$616K -22,184 -14%
RHJA
39
Rice Hall James & Associates
California
$3.35M -$154K -5,550 -5%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$3.34M -$189K -6,800 -6%
Ameriprise
41
Ameriprise
Minnesota
$3.18M +$93K +3,352 +3%
Prudential Financial
42
Prudential Financial
New Jersey
$3.17M -$493K -17,750 -14%
FAM
43
Fenimore Asset Management
New York
$2.98M – – –
BIM
44
BlackRock Investment Management
Delaware
$2.76M -$44.6K -1,606 -2%
PAM
45
Panagora Asset Management
Massachusetts
$2.4M +$471K +16,963 +26%
LCM
46
Lafitte Capital Management
Texas
$2.36M +$234K +8,450 +12%
NFA
47
Nationwide Fund Advisors
Ohio
$2.3M -$726K -26,148 -25%
AG
48
Algert Global
California
$2.2M -$27.2K -980 -1%
BEAM
49
Baker Ellis Asset Management
Washington
$2.15M -$27.7K -999 -1%
JP Morgan Chase
50
JP Morgan Chase
New York
$2.11M +$19.2K +691 +1%
1
2
3 4 5

JBTM Hedge Fund Activity: Q4 2013 in Review

156 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2013, worth a combined $789M — up 18% from $668M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JBTM and 14 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $27.6M. The largest seller was Ratan Capital Management, exiting entirely with an estimated $12.7M sold.

  • 156 institutional investors held JBT Marel (JBTM) as of Q4 2013, down from 159 in Q3 2013.
  • Funds reported $789M of JBT Marel stock for Q4 2013, up 18% quarter-over-quarter.
  • 14 funds opened new JBT Marel positions in Q4 2013 and 16 closed out, a net change of -2 holders.
  • The largest JBT Marel buyer in Q4 2013 was Wellington Management Group, an estimated $27.6M added.
  • The largest JBT Marel seller in Q4 2013 was Ratan Capital Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2013.