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JBTM

JBT Marel
JBTM

156 hedge funds and large institutions have $789M invested in JBT Marel in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $668M → $789M (+$120M)

0.24% less ownership

Funds ownership: 93.18% → 92.94% (-0.24%)

7% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 58

2% less funds holding

Funds holding: 159 → 156 (-3)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
4.53%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
14
Increased
54
Reduced
58
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.6M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$6.45M
3
RA
Royce & Associates
New York
+$4.47M
4
Victory Capital Management
Victory Capital Management
Texas
+$4.08M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.04M

Top Sellers

1
RCM
Ratan Capital Management
Florida
-$12.7M
2
LSV Asset Management
LSV Asset Management
Illinois
-$8.96M
3
BIT
BlackRock Institutional Trust
California
-$7.54M
4
TC
TFS Capital
Pennsylvania
-$5.28M
5
KIM
Kestrel Investment Management
California
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
51
BlackRock Group
United Kingdom
$2.08M -$1.79M -64,523 -48%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$1.98M – – –
Public Sector Pension Investment Board (PSP Investments)
53
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.95M +$22.2K +800 +1%
RA
54
Rational Advisors
New York
$1.84M – – –
DIA
55
Dean Investment Associates
Ohio
$1.6M -$5.61K -202 -0.4%
CS
56
Credit Suisse
Switzerland
$1.58M -$438K -15,792 -23%
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.56M +$105K +3,800 +8%
Invesco
58
Invesco
Georgia
$1.54M +$275K +9,928 +23%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.54M +$11.1K +400 +0.8%
Franklin Resources
60
Franklin Resources
California
$1.43M – – –
Millennium Management
61
Millennium Management
New York
$1.43M -$261K -9,416 -16%
EI
62
EAM Investors
California
$1.4M +$1.33M +47,832 New
PGCM
63
Prescott Group Capital Management
Oklahoma
$1.35M – – –
KeyBank National Association
64
KeyBank National Association
Ohio
$1.29M +$121K +4,374 +11%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$1.26M -$2.39M -86,167 -67%
First Trust Advisors
66
First Trust Advisors
Illinois
$1.22M -$315K -11,353 -21%
TA
67
Teachers Advisors
New York
$1.21M +$50.8K +1,830 +5%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.1M -$12.8K -460 -1%
GI
69
GAMCO Investors
Connecticut
$1.06M – – –
TA
70
Teton Advisors
New York
$1.01M +$958K +34,507 New
RFC
71
Russell Frank Company
Washington
$931K +$253K +9,132 +45%
Bank of America
72
Bank of America
North Carolina
$881K +$140K +5,062 +20%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$856K -$239K -8,600 -23%
TC
74
TFS Capital
Pennsylvania
$854K -$5.28M -190,206 -87%
TPSF
75
Texas Permanent School Fund
Texas
$840K -$5.02K -181 -0.6%
1 2
3
4 5

JBTM Hedge Fund Activity: Q4 2013 in Review

156 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2013, worth a combined $789M — up 18% from $668M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JBTM and 14 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $27.6M. The largest seller was Ratan Capital Management, exiting entirely with an estimated $12.7M sold.

  • 156 institutional investors held JBT Marel (JBTM) as of Q4 2013, down from 159 in Q3 2013.
  • Funds reported $789M of JBT Marel stock for Q4 2013, up 18% quarter-over-quarter.
  • 14 funds opened new JBT Marel positions in Q4 2013 and 16 closed out, a net change of -2 holders.
  • The largest JBT Marel buyer in Q4 2013 was Wellington Management Group, an estimated $27.6M added.
  • The largest JBT Marel seller in Q4 2013 was Ratan Capital Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2013.