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JBTM

JBT Marel

241 hedge funds and large institutions have $4.06B invested in JBT Marel in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

34% more capital invested

Capital invested by funds: $3.02B → $4.06B (+$1.04B)

13% more funds holding

Funds holding: 214241 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 107.98%107.67% (-0.32%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

34% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $15.7M

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
70
Reduced
84
Closed
11
Calls
$10.4M
Puts
$15.7M
Net Calls
-$5.3M
Net Calls Change
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$36.9M +$2.24M +20,553 +7%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$36M -$988K -9,079 -3%
GKIM
28
GW&K Investment Management
Massachusetts
$33.1M -$169K -1,553 -0.6%
Principal Financial Group
29
Principal Financial Group
Iowa
$31.9M +$984K +9,046 +3%
RA
30
Royce & Associates
New York
$30.8M -$11.6M -106,600 -29%
KTA
31
Keeley-Teton Advisors
Illinois
$29.6M -$638K -5,865 -2%
EIP
32
Epoch Investment Partners
New York
$28.2M -$4.24M -38,939 -14%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$23.6M -$5.78M -53,108 -21%
Bank of America
34
Bank of America
North Carolina
$22.9M +$4.66M +42,845 +29%
William Blair Investment Management
35
William Blair Investment Management
Illinois
$22.6M +$2.72M +25,038 +15%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$22M +$565K +5,190 +3%
Charles Schwab
37
Charles Schwab
California
$21.9M +$1.52M +13,992 +8%
Legal & General Group
38
Legal & General Group
United Kingdom
$20.8M -$3.18M -29,250 -14%
VIA
39
Vident Investment Advisory
Georgia
$19.9M -$7.34M -67,487 -29%
CRM
40
Cramer Rosenthal McGlynn
Connecticut
$19.4M -$1.24M -11,435 -7%
KCM
41
Kennedy Capital Management
Missouri
$17.1M +$3.41M +31,390 +28%
PI
42
Putnam Investments
Massachusetts
$13.1M +$969K +8,911 +9%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$12.1M -$32.6K -300 -0.3%
Deutsche Bank
44
Deutsche Bank
Germany
$11.4M -$5.09M -46,776 -33%
PPA
45
Parametric Portfolio Associates
Washington
$10.7M +$722K +6,637 +8%
Norges Bank
46
Norges Bank
Norway
$10.4M -$1.38M -12,685 -13%
TA
47
Teton Advisors
New York
$10.3M
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$9.48M -$54.4K -500 -0.6%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$9.11M -$260K -2,393 -3%
PC
50
Pier Capital
Connecticut
$8.58M +$7.82M +71,937 New

JBTM Hedge Fund Activity: Q3 2018 in Review

241 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2018, worth a combined $4.06B — up 34% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JBTM positions and 11 closed out — a net gain of 30 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $88.1M. The largest seller was American Century Companies, cutting an estimated $56.6M.

  • 241 institutional investors held JBT Marel (JBTM) as of Q3 2018, up from 214 in Q2 2018.
  • Funds reported $4.06B of JBT Marel stock for Q3 2018, up 34% quarter-over-quarter.
  • 41 funds opened new JBT Marel positions in Q3 2018 and 11 closed out, a net change of +30 holders.
  • The largest JBT Marel buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $88.1M added.
  • The largest JBT Marel seller in Q3 2018 was American Century Companies, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2018.