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JBTM

JBT Marel

191 hedge funds and large institutions have $1.4B invested in JBT Marel in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $483K | Put options by funds: $105K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $1.08B → $1.4B (+$319M)

6% more funds holding

Funds holding: 180191 (+11)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

0.38% less ownership

Funds ownership: 96.82%96.44% (-0.38%)

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
66
Reduced
62
Closed
19
Calls
$483K
Puts
$105K
Net Calls
+$378K
Net Calls Change
+$378K
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
51
British Columbia Investment Management
British Columbia, Canada
$4.14M
WRF
52
Waddell & Reed Financial
Kansas
$3.96M +$3.61M +79,500 New
First Trust Advisors
53
First Trust Advisors
Illinois
$3.84M +$248K +5,450 +8%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$3.79M -$102K -2,247 -3%
GLA
55
Great Lakes Advisors
Illinois
$3.72M +$341K +7,500 +11%
MCM
56
McKinley Capital Management
Alaska
$3.66M +$2.32K +51 +0.1%
Deutsche Bank
57
Deutsche Bank
Germany
$3.59M -$790K -17,393 -19%
William Blair & Company
58
William Blair & Company
Illinois
$3.53M -$108K -2,375 -3%
USAA
59
United Services Automobile Association
Texas
$3.1M
BEAM
60
Baker Ellis Asset Management
Washington
$2.89M -$116K -2,549 -4%
BG
61
BlackRock Group
United Kingdom
$2.87M +$684K +15,061 +35%
RHJA
62
Rice Hall James & Associates
California
$2.82M -$1.44M -31,718 -36%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.7M +$38.6K +850 +2%
Bank of America
64
Bank of America
North Carolina
$2.69M +$1.28M +28,136 +109%
TG
65
TCW Group
California
$2.66M -$1.12M -24,701 -32%
BA
66
BlackRock Advisors
Delaware
$2.47M +$1.41M +31,027 +167%
ZIM
67
Zacks Investment Management
Illinois
$2.45M
Two Sigma Investments
68
Two Sigma Investments
New York
$2.36M +$1.66M +36,523 +335%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.19M -$87.5K -1,925 -4%
Invesco
70
Invesco
Georgia
$2.14M -$300K -6,595 -13%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$2.12M -$109K -2,400 -5%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$2.12M +$29.1K +640 +2%
CIM
73
Confluence Investment Management
Missouri
$2.11M -$838K -18,444 -30%
Swiss National Bank
74
Swiss National Bank
Switzerland
$2.05M
PAM
75
Panagora Asset Management
Massachusetts
$1.96M +$1.39M +30,492 +346%

JBTM Hedge Fund Activity: Q4 2015 in Review

191 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2015, worth a combined $1.4B — up 30% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JBTM positions and 19 closed out — a net gain of 12 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was RS Investment Management, opening a new position worth an estimated $42M. The largest seller was Wellington Management Group, cutting an estimated $26.8M.

  • 191 institutional investors held JBT Marel (JBTM) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.4B of JBT Marel stock for Q4 2015, up 30% quarter-over-quarter.
  • 31 funds opened new JBT Marel positions in Q4 2015 and 19 closed out, a net change of +12 holders.
  • The largest JBT Marel buyer in Q4 2015 was RS Investment Management, an estimated $42M added.
  • The largest JBT Marel seller in Q4 2015 was Wellington Management Group, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2015.