We are live on ! Find out more
JBTM

JBT Marel

163 hedge funds and large institutions have $992M invested in JBT Marel in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

9% more capital invested

Capital invested by funds: $909M → $992M (+$83.1M)

1% more funds holding

Funds holding: 162163 (+1)

0.24% less ownership

Funds ownership: 95.07%94.83% (-0.24%)

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
65
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWMP
26
Taylor Wealth Management Partners
Massachusetts
$7.22M +$6.68M +202,160 New
CIP
27
Champlain Investment Partners
Vermont
$6.85M +$5.78M +175,010 +1,046%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.49M +$174K +5,258 +3%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$5.89M +$521K +15,791 +11%
PPA
30
Parametric Portfolio Associates
Washington
$5.63M -$6.74K -204 -0.1%
TCIM
31
TIAA CREF Investment Management
New York
$5.29M -$363 -11 -0%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$3.79M +$1.63M +49,502 +88%
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$3.71M
Prudential Financial
34
Prudential Financial
New Jersey
$3.71M +$49.5K +1,500 +1%
DLCIG
35
D.L. Carlson Investment Group
New Hampshire
$3.68M -$59.4K -1,800 -2%
NFA
36
Nationwide Fund Advisors
Ohio
$3.59M +$184K +5,584 +6%
TA
37
Teton Advisors
New York
$3.49M
Renaissance Technologies
38
Renaissance Technologies
New York
$3.48M -$575K -17,400 -15%
BIM
39
BlackRock Investment Management
Delaware
$3.46M +$62.9K +1,905 +2%
JP Morgan Chase
40
JP Morgan Chase
New York
$3.2M +$118K +3,588 +4%
American Century Companies
41
American Century Companies
Missouri
$3.15M -$119K -3,611 -4%
RHJA
42
Rice Hall James & Associates
California
$3.14M -$663K -20,089 -19%
FAM
43
Fenimore Asset Management
New York
$3.11M -$99.1K -3,000 -3%
Charles Schwab
44
Charles Schwab
California
$3.06M +$210K +6,354 +8%
Deutsche Bank
45
Deutsche Bank
Germany
$3M -$263K -7,949 -9%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$2.8M -$30.4K -921 -1%
PIM
47
Profit Investment Management
Maryland
$2.68M
GLA
48
Great Lakes Advisors
Illinois
$2.65M +$779K +23,577 +47%
Invesco
49
Invesco
Georgia
$2.64M -$286K -8,671 -10%
LMGAM
50
Liberty Mutual Group Asset Management
Massachusetts
$2.54M

JBTM Hedge Fund Activity: Q1 2015 in Review

163 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2015, worth a combined $992M — up 9.1% from $909M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JBTM positions and 13 closed out — a net gain of 3 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $12.7M. The largest seller was Royce & Associates, cutting an estimated $6.31M.

  • 163 institutional investors held JBT Marel (JBTM) as of Q1 2015, up from 162 in Q4 2014.
  • Funds reported $992M of JBT Marel stock for Q1 2015, up 9.1% quarter-over-quarter.
  • 16 funds opened new JBT Marel positions in Q1 2015 and 13 closed out, a net change of +3 holders.
  • The largest JBT Marel buyer in Q1 2015 was Artisan Partners, an estimated $12.7M added.
  • The largest JBT Marel seller in Q1 2015 was Royce & Associates, an estimated $6.31M sold.

Based on aggregated 13F filings for Q1 2015.