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JBTM

JBT Marel

256 hedge funds and large institutions have $3.82B invested in JBT Marel in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $6.31M

21% more capital invested

Capital invested by funds: $3.16B → $3.82B (+$665M)

4% more funds holding

Funds holding: 245256 (+11)

3.21% less ownership

Funds ownership: 108.18%104.97% (-3.2%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
85
Reduced
97
Closed
24
Calls
$7.88M
Puts
$6.31M
Net Calls
+$1.56M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
26
Carillon Tower Advisers
Florida
$31.8M -$2.89M -28,023 -9%
Capital World Investors
27
Capital World Investors
California
$31.7M +$28.7M +278,785 New
Charles Schwab
28
Charles Schwab
California
$28.9M +$327K +3,174 +1%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$28M -$54.8M -531,739 -68%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$25.8M -$4.58M -44,386 -16%
Principal Financial Group
31
Principal Financial Group
Iowa
$25.8M -$565K -5,476 -2%
Ameriprise
32
Ameriprise
Minnesota
$25M -$1.4M -13,624 -6%
Legal & General Group
33
Legal & General Group
United Kingdom
$24.1M +$1.84M +17,867 +9%
N
34
Nuveen
North Carolina
$17.2M +$1.46M +14,157 +10%
VIA
35
Vident Investment Advisory
Georgia
$15.9M +$585K +5,669 +4%
WA
36
Wasatch Advisors
Utah
$14M
KCM
37
Kornitzer Capital Management
Kansas
$13.7M +$2.39M +23,155 +24%
Morgan Stanley
38
Morgan Stanley
New York
$13.1M -$425K -4,122 -3%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$13M -$337K -3,269 -3%
CCM
40
Channing Capital Management
Illinois
$12.7M -$26.4M -256,380 -70%
DDC
41
DF Dent & Co
Maryland
$12.5M +$3.33M +32,295 +42%
MFWM
42
Motley Fool Wealth Management
Virginia
$12.4M +$159K +1,539 +1%
WCM Investment Management
43
WCM Investment Management
California
$11.2M +$32.4K +314 +0.3%
Comerica Bank
44
Comerica Bank
Texas
$11M +$412K +3,993 +5%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$10.9M -$939K -9,107 -9%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10.6M +$368K +3,564 +4%
RCMC
47
RK Capital Management (Colorado)
Colorado
$9.25M +$2.28M +22,100 +37%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$9.09M +$814K +7,892 +11%
PPA
49
Parametric Portfolio Associates
Washington
$9.07M -$180K -1,748 -2%
FWIA
50
Fort Washington Investment Advisors
Ohio
$9.03M +$173K +1,678 +2%

JBTM Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2020, worth a combined $3.82B — up 21% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JBTM positions and 24 closed out — a net gain of 11 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $28.7M. The largest seller was Janus Henderson Group, cutting an estimated $54.8M.

  • 256 institutional investors held JBT Marel (JBTM) as of Q4 2020, up from 245 in Q3 2020.
  • Funds reported $3.82B of JBT Marel stock for Q4 2020, up 21% quarter-over-quarter.
  • 35 funds opened new JBT Marel positions in Q4 2020 and 24 closed out, a net change of +11 holders.
  • The largest JBT Marel buyer in Q4 2020 was Capital World Investors, an estimated $28.7M added.
  • The largest JBT Marel seller in Q4 2020 was Janus Henderson Group, an estimated $54.8M sold.

Based on aggregated 13F filings for Q4 2020.