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JBTM

JBT Marel

260 hedge funds and large institutions have $4.01B invested in JBT Marel in 2019 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

71% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.6M

30% more capital invested

Capital invested by funds: $3.08B → $4.01B (+$923M)

6% more funds holding

Funds holding: 246260 (+14)

1.81% less ownership

Funds ownership: 106.48%104.67% (-1.8%)

12% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 89

Holders
260
Holders Change
+14
Holders Change %
+5.69%
% of All Funds
5.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
41
Increased
78
Reduced
89
Closed
22
Calls
$2.74M
Puts
$1.6M
Net Calls
+$1.14M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$31.3M +$159K +1,481 +0.6%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$31.2M +$27.6M +257,207 +78,898%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$30.1M -$7.01M -65,177 -21%
GKIM
29
GW&K Investment Management
Massachusetts
$30M -$487K -4,533 -2%
Charles Schwab
30
Charles Schwab
California
$25.8M +$330K +3,067 +1%
Norges Bank
31
Norges Bank
Norway
$25M +$1.33M +12,335 +6%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$22.5M +$259K +2,405 +1%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$21.4M -$4.53M -42,108 -19%
CRM
34
Cramer Rosenthal McGlynn
Connecticut
$20.4M -$4.96M -46,125 -21%
Legal & General Group
35
Legal & General Group
United Kingdom
$19.9M -$2.33M -21,675 -12%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$18.6M -$11.5M -106,777 -41%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$18.2M -$558K -5,189 -3%
Morgan Stanley
38
Morgan Stanley
New York
$17.6M +$13.9M +129,651 +832%
N
39
Nuveen
North Carolina
$15.6M +$13.8M +128,386 New
Bank of America
40
Bank of America
North Carolina
$15.2M -$2.82M -26,234 -17%
VIA
41
Vident Investment Advisory
Georgia
$14M -$2.86M -26,581 -19%
ORI
42
Oak Ridge Investments
Illinois
$13.4M +$9.24M +85,962 +347%
GIM
43
Granahan Investment Management
Massachusetts
$12.9M -$1.02M -9,459 -8%
CM
44
Castleark Management
Illinois
$12.5M +$11.1M +103,195 New
KTA
45
Keeley-Teton Advisors
Illinois
$11.8M -$10.5M -97,551 -50%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$11.5M +$274K +2,545 +3%
KCM
47
Kennedy Capital Management
Missouri
$11.3M -$66.6K -620 -0.7%
PPA
48
Parametric Portfolio Associates
Washington
$10.2M +$998K +9,288 +12%
TA
49
Teton Advisors
New York
$9.58M -$660K -6,140 -7%
DDC
50
DF Dent & Co
Maryland
$8.76M -$10.3K -96 -0.1%

JBTM Hedge Fund Activity: Q2 2019 in Review

260 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2019, worth a combined $4.01B — up 30% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JBTM positions and 22 closed out — a net gain of 19 holders — while 78 added to existing stakes and 89 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.6M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $38.3M.

  • 260 institutional investors held JBT Marel (JBTM) as of Q2 2019, up from 246 in Q1 2019.
  • Funds reported $4.01B of JBT Marel stock for Q2 2019, up 30% quarter-over-quarter.
  • 41 funds opened new JBT Marel positions in Q2 2019 and 22 closed out, a net change of +19 holders.
  • The largest JBT Marel buyer in Q2 2019 was Fidelity Investments, an estimated $27.6M added.
  • The largest JBT Marel seller in Q2 2019 was ArrowMark Colorado Holdings, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2019.