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JBTM

JBT Marel

163 hedge funds and large institutions have $992M invested in JBT Marel in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

9% more capital invested

Capital invested by funds: $909M → $992M (+$83.1M)

1% more funds holding

Funds holding: 162163 (+1)

0.24% less ownership

Funds ownership: 95.07%94.83% (-0.24%)

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
65
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.54M +$2.34M +70,967 New
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$2.4M
TG
53
TCW Group
California
$2.4M -$803K -24,306 -27%
BEAM
54
Baker Ellis Asset Management
Washington
$2.28M +$33 +1 +0%
USAA
55
United Services Automobile Association
Texas
$2.22M +$89.2K +2,700 +5%
Millennium Management
56
Millennium Management
New York
$2.2M -$465K -14,088 -19%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.96M +$8.06K +244 +0.4%
CIM
58
Confluence Investment Management
Missouri
$1.95M +$23.9K +723 +1%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$1.91M -$19.8K -600 -1%
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.9M
Morgan Stanley
61
Morgan Stanley
New York
$1.82M +$487K +14,734 +41%
AQR Capital Management
62
AQR Capital Management
Connecticut
$1.81M -$196K -5,942 -10%
DIA
63
Dean Investment Associates
Ohio
$1.76M +$231 +7 +0%
WA
64
Wasatch Advisors
Utah
$1.75M -$297K -9,000 -16%
CS
65
Credit Suisse
Switzerland
$1.53M +$243K +7,366 +21%
SDIC
66
South Dakota Investment Council
South Dakota
$1.32M
First Trust Advisors
67
First Trust Advisors
Illinois
$1.32M +$9.25K +280 +0.8%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.32M +$148K +4,475 +14%
SAM
69
Symphony Asset Management
California
$1.28M +$827K +25,029 +232%
Goldman Sachs
70
Goldman Sachs
New York
$1.26M +$697K +21,107 +149%
Swiss National Bank
71
Swiss National Bank
Switzerland
$1.26M
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.19M +$45.1K +1,365 +4%
ZIM
73
Zacks Investment Management
Illinois
$1.16M -$45.2K -1,368 -4%
GCP
74
GSA Capital Partners
United Kingdom
$1.14M +$187K +5,652 +22%
GI
75
GAMCO Investors
Connecticut
$1.07M -$330K -10,000 -25%

JBTM Hedge Fund Activity: Q1 2015 in Review

163 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2015, worth a combined $992M — up 9.1% from $909M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JBTM positions and 13 closed out — a net gain of 3 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $12.7M. The largest seller was Royce & Associates, cutting an estimated $6.31M.

  • 163 institutional investors held JBT Marel (JBTM) as of Q1 2015, up from 162 in Q4 2014.
  • Funds reported $992M of JBT Marel stock for Q1 2015, up 9.1% quarter-over-quarter.
  • 16 funds opened new JBT Marel positions in Q1 2015 and 13 closed out, a net change of +3 holders.
  • The largest JBT Marel buyer in Q1 2015 was Artisan Partners, an estimated $12.7M added.
  • The largest JBT Marel seller in Q1 2015 was Royce & Associates, an estimated $6.31M sold.

Based on aggregated 13F filings for Q1 2015.