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JBTM

JBT Marel

214 hedge funds and large institutions have $3.02B invested in JBT Marel in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 92 increasing their positions, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 71

1.4% more ownership

Funds ownership: 106.58%107.98% (+1.4%)

9% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.11M

15% less funds holding

Funds holding: 251214 (-37)

21% less capital invested

Capital invested by funds: $3.81B → $3.02B (-$791M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

76% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 49

Holders
214
Holders Change
-37
Holders Change %
-14.74%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
92
Reduced
71
Closed
49
Calls
$2.3M
Puts
$2.11M
Net Calls
+$192K
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$27.6M -$1.95M -20,024 -6%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$25.6M +$2.03M +20,769 +8%
GKIM
28
GW&K Investment Management
Massachusetts
$24.8M -$130K -1,332 -0.5%
Principal Financial Group
29
Principal Financial Group
Iowa
$23M -$425K -4,351 -2%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$22.9M +$23.8M +243,706 +1,762%
KTA
31
Keeley-Teton Advisors
Illinois
$22.6M -$4.26M -43,632 -15%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$22.3M -$15.8M -161,606 -39%
VIA
33
Vident Investment Advisory
Georgia
$20.8M +$3.04M +31,184 +15%
Legal & General Group
34
Legal & General Group
United Kingdom
$18.1M +$2.42M +24,753 +14%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$15.9M -$717K -7,345 -4%
CRM
36
Cramer Rosenthal McGlynn
Connecticut
$15.4M +$3.93M +40,305 +30%
Charles Schwab
37
Charles Schwab
California
$15.1M +$1.68M +17,270 +11%
William Blair Investment Management
38
William Blair Investment Management
Illinois
$14.6M +$10.2M +104,859 +176%
Bank of America
39
Bank of America
North Carolina
$13.3M -$388K -3,981 -3%
Deutsche Bank
40
Deutsche Bank
Germany
$12.7M +$4.88M +50,063 +54%
AllianceBernstein
41
AllianceBernstein
Tennessee
$10.7M -$23.3M -239,031 -67%
KCM
42
Kennedy Capital Management
Missouri
$9.99M +$4.21M +43,189 +62%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$9.05M -$849K -8,700 -8%
PI
44
Putnam Investments
Massachusetts
$8.93M +$724K +7,424 +8%
Norges Bank
45
Norges Bank
Norway
$8.86M -$3.11M -31,868 -24%
TA
46
Teton Advisors
New York
$7.64M -$161K -1,649 -2%
PPA
47
Parametric Portfolio Associates
Washington
$7.39M -$1.56M -15,972 -16%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$7.11M -$633K -6,489 -8%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$7M +$175K +1,792 +2%
Morgan Stanley
50
Morgan Stanley
New York
$6.73M -$1.05M -10,786 -12%