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JBTM

JBT Marel

147 hedge funds and large institutions have $859M invested in JBT Marel in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $789M → $859M (+$70.4M)

2.56% more ownership

Funds ownership: 92.94%95.5% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 156147 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
42
Reduced
61
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$4.9M -$114K -3,730 -2%
Charles Schwab
27
Charles Schwab
California
$4.89M +$48.7K +1,597 +1%
HAI
28
Hennessy Advisors Inc
California
$4.88M +$4.81M +157,786 New
BA
29
BlackRock Advisors
Delaware
$4.71M -$736K -24,157 -14%
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.67M +$469K +15,400 +11%
CC
31
Carlson Capital
Texas
$4.64M +$4.58M +150,127 New
TG
32
TCW Group
California
$4.45M -$961K -31,532 -18%
PPA
33
Parametric Portfolio Associates
Washington
$4.38M -$253K -8,287 -6%
DLCIG
34
D.L. Carlson Investment Group
New Hampshire
$4.29M -$337K -11,050 -7%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$4.21M -$243K -7,959 -6%
New York State Teachers Retirement System (NYSTRS)
36
New York State Teachers Retirement System (NYSTRS)
New York
$3.45M -$67.1K -2,200 -2%
Ameriprise
37
Ameriprise
Minnesota
$3.44M +$82.2K +2,698 +2%
RHJA
38
Rice Hall James & Associates
California
$3.42M -$115K -3,763 -3%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$3.22M +$3.18M +104,234 New
Prudential Financial
40
Prudential Financial
New Jersey
$3.17M -$168K -5,520 -5%
RP
41
Reinhart Partners
Wisconsin
$3.08M -$1.79M -58,670 -37%
FAM
42
Fenimore Asset Management
New York
$3M -$137K -4,500 -4%
BIM
43
BlackRock Investment Management
Delaware
$2.94M +$30.8K +1,012 +1%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.88M +$1.57M +51,652 +124%
PAM
45
Panagora Asset Management
Massachusetts
$2.88M +$345K +11,308 +14%
TA
46
Teton Advisors
New York
$2.38M +$1.3M +42,500 +123%
NFA
47
Nationwide Fund Advisors
Ohio
$2.37M -$56.1K -1,841 -2%
AG
48
Algert Global
California
$2.32M
Goldman Sachs
49
Goldman Sachs
New York
$2.27M -$1.95M -63,967 -47%
BEAM
50
Baker Ellis Asset Management
Washington
$2.13M -$130K -4,259 -6%

JBTM Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2014, worth a combined $859M — up 8.9% from $789M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of JBTM and 17 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 42 added.

The largest buyer was Royce & Associates, adding an estimated $30.8M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $26.8M sold.

  • 147 institutional investors held JBT Marel (JBTM) as of Q1 2014, down from 156 in Q4 2013.
  • Funds reported $859M of JBT Marel stock for Q1 2014, up 8.9% quarter-over-quarter.
  • 17 funds opened new JBT Marel positions in Q1 2014 and 24 closed out, a net change of -7 holders.
  • The largest JBT Marel buyer in Q1 2014 was Royce & Associates, an estimated $30.8M added.
  • The largest JBT Marel seller in Q1 2014 was Shapiro Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2014.