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JBTM

JBT Marel

191 hedge funds and large institutions have $1.4B invested in JBT Marel in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $483K | Put options by funds: $105K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $1.08B → $1.4B (+$319M)

6% more funds holding

Funds holding: 180191 (+11)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

0.38% less ownership

Funds ownership: 96.82%96.44% (-0.38%)

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
66
Reduced
62
Closed
19
Calls
$483K
Puts
$105K
Net Calls
+$378K
Net Calls Change
+$378K
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
26
Westfield Capital Management
Massachusetts
$10.1M +$9.19M +202,391 New
Renaissance Technologies
27
Renaissance Technologies
New York
$9.97M +$4.65M +102,332 +105%
Principal Financial Group
28
Principal Financial Group
Iowa
$9.88M +$344K +7,579 +4%
CRM
29
Cramer Rosenthal McGlynn
Connecticut
$9.78M -$12.1M -265,852 -58%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$9.08M +$21.8K +480 +0.3%
Charles Schwab
31
Charles Schwab
California
$9.05M +$1.14M +25,164 +16%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$8.14M +$472K +10,400 +7%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$7.35M -$2.81M -61,948 -30%
TCIM
34
TIAA CREF Investment Management
New York
$7.17M +$70K +1,541 +1%
American Century Companies
35
American Century Companies
Missouri
$6.72M -$39.4K -867 -0.6%
CM
36
Castleark Management
Illinois
$6.45M +$5.88M +129,378 New
ACMM
37
Arbor Capital Management (Minnesota)
Minnesota
$6.3M
PPA
38
Parametric Portfolio Associates
Washington
$6.16M -$241K -5,296 -4%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$5.69M +$679K +14,947 +15%
EAM
40
Eagle Asset Management
Florida
$5.58M
BIM
41
BlackRock Investment Management
Delaware
$5.5M +$16.4K +360 +0.3%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$5.32M
Prudential Financial
43
Prudential Financial
New Jersey
$5.28M +$13.6K +300 +0.3%
Goldman Sachs
44
Goldman Sachs
New York
$5.2M -$1.66M -36,510 -26%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$4.94M +$1.15M +25,300 +34%
TA
46
Teton Advisors
New York
$4.87M
NFA
47
Nationwide Fund Advisors
Ohio
$4.77M -$863 -19 -0%
BCM
48
Bridgeway Capital Management
Texas
$4.62M -$107K -2,350 -2%
DLCIG
49
D.L. Carlson Investment Group
New Hampshire
$4.51M -$395K -8,700 -9%
EI
50
EAM Investors
California
$4.35M +$129K +2,831 +3%

JBTM Hedge Fund Activity: Q4 2015 in Review

191 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2015, worth a combined $1.4B — up 30% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JBTM positions and 19 closed out — a net gain of 12 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was RS Investment Management, opening a new position worth an estimated $42M. The largest seller was Wellington Management Group, cutting an estimated $26.8M.

  • 191 institutional investors held JBT Marel (JBTM) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.4B of JBT Marel stock for Q4 2015, up 30% quarter-over-quarter.
  • 31 funds opened new JBT Marel positions in Q4 2015 and 19 closed out, a net change of +12 holders.
  • The largest JBT Marel buyer in Q4 2015 was RS Investment Management, an estimated $42M added.
  • The largest JBT Marel seller in Q4 2015 was Wellington Management Group, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2015.