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JBTM

JBT Marel

147 hedge funds and large institutions have $859M invested in JBT Marel in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $789M → $859M (+$70.4M)

2.56% more ownership

Funds ownership: 92.94%95.5% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 156147 (-9)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

31% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 61

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
42
Reduced
61
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$2.08M
Invesco
52
Invesco
Georgia
$2.06M +$431K +14,131 +27%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$2.04M +$1.66M +54,504 +463%
HNB
54
Huntington National Bank
Ohio
$2.01M +$1.91M +62,700 +2,620%
BG
55
BlackRock Group
United Kingdom
$1.96M -$230K -7,545 -11%
Morgan Stanley
56
Morgan Stanley
New York
$1.76M -$5.97M -195,924 -78%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M -$335K -11,000 -17%
DIA
58
Dean Investment Associates
Ohio
$1.68M
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.65M
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.63M +$6.1K +200 +0.4%
USAA
61
United Services Automobile Association
Texas
$1.54M +$1.52M +49,958 New
PGCM
62
Prescott Group Capital Management
Oklahoma
$1.42M
TA
63
Teachers Advisors
New York
$1.38M +$98.8K +3,240 +8%
LMGAM
64
Liberty Mutual Group Asset Management
Massachusetts
$1.36M +$1.35M +44,173 New
KeyBank National Association
65
KeyBank National Association
Ohio
$1.25M -$104K -3,425 -8%
CS
66
Credit Suisse
Switzerland
$1.16M -$506K -16,603 -31%
GAM
67
Gotham Asset Management
New York
$1.12M +$1.11M +36,311 New
GI
68
GAMCO Investors
Connecticut
$1.12M
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.1M -$55.2K -1,810 -5%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.08M +$226K +7,400 +27%
IMS
71
Index Management Solutions
Pennsylvania
$1.04M +$536K +17,593 +109%
ProShare Advisors
72
ProShare Advisors
Maryland
$923K +$911K +29,874 New
CIP
73
Convergence Investment Partners
Florida
$921K +$204K +6,700 +29%
Franklin Resources
74
Franklin Resources
California
$887K -$610K -20,000 -41%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$872K -$453K -14,855 -34%

JBTM Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2014, worth a combined $859M — up 8.9% from $789M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of JBTM and 17 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 42 added.

The largest buyer was Royce & Associates, adding an estimated $30.8M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $26.8M sold.

  • 147 institutional investors held JBT Marel (JBTM) as of Q1 2014, down from 156 in Q4 2013.
  • Funds reported $859M of JBT Marel stock for Q1 2014, up 8.9% quarter-over-quarter.
  • 17 funds opened new JBT Marel positions in Q1 2014 and 24 closed out, a net change of -7 holders.
  • The largest JBT Marel buyer in Q1 2014 was Royce & Associates, an estimated $30.8M added.
  • The largest JBT Marel seller in Q1 2014 was Shapiro Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2014.