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JBTM

JBT Marel

264 hedge funds and large institutions have $4.27B invested in JBT Marel in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $7.31M | Put options by funds: $2.31M

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

12% more capital invested

Capital invested by funds: $3.82B → $4.27B (+$453M)

3% more funds holding

Funds holding: 256264 (+8)

3% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 92

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.08% less ownership

Funds ownership: 104.97%100.9% (-4.1%)

Holders
264
Holders Change
+8
Holders Change %
+3.13%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
95
Reduced
92
Closed
21
Calls
$7.31M
Puts
$2.31M
Net Calls
+$4.99M
Net Calls Change
+$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$33.4M -$484K -3,687 -1%
WRF
27
Waddell & Reed Financial
Kansas
$30M -$9M -68,513 -23%
Principal Financial Group
28
Principal Financial Group
Iowa
$30M -$189K -1,437 -0.6%
Ameriprise
29
Ameriprise
Minnesota
$28.4M -$928K -7,065 -3%
UBS AM
30
UBS AM
Illinois
$28.2M +$22.6M +172,096 +441%
Legal & General Group
31
Legal & General Group
United Kingdom
$25.7M -$2.47M -18,801 -9%
Morgan Stanley
32
Morgan Stanley
New York
$17.9M +$2.53M +19,228 +17%
VIA
33
Vident Investment Advisory
Georgia
$16.9M -$1.71M -13,029 -9%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$16M +$696K +5,300 +5%
KCM
35
Kornitzer Capital Management
Kansas
$16M
DDC
36
DF Dent & Co
Maryland
$15.9M +$1.23M +9,390 +9%
MFWM
37
Motley Fool Wealth Management
Virginia
$14.4M -$111K -848 -0.8%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$13.7M -$16.3M -124,099 -55%
Bank of America
39
Bank of America
North Carolina
$13.6M +$4.72M +35,926 +54%
TRSOTSOK
40
Teachers Retirement System of the State of Kentucky
Kentucky
$12.9M +$9.12M +69,421 +252%
WCM Investment Management
41
WCM Investment Management
California
$12.8M -$273K -2,074 -2%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$12.8M +$526 +4 +0%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$12.4M +$5.78K +44 +0%
Comerica Bank
44
Comerica Bank
Texas
$12.4M +$283K +2,151 +2%
PPA
45
Parametric Portfolio Associates
Washington
$12.3M +$1.65M +12,573 +16%
FWIA
46
Fort Washington Investment Advisors
Ohio
$11.2M +$583K +4,437 +6%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$10.3M +$2.68M +20,381 +36%
LCG
48
Lisanti Capital Growth
New York
$10.3M +$2.97M +22,635 +42%
KCM
49
Kennedy Capital Management
Missouri
$10.2M -$9.9M -75,369 Closed
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$9.68M -$954K -7,257 -9%