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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
Comerica Bank
76
Comerica Bank
Texas
$836K -$50.7K -1,826 -6%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$833K -$66.6K -2,400 -8%
Swiss National Bank
78
Swiss National Bank
Switzerland
$812K – – –
LSV Asset Management
79
LSV Asset Management
Illinois
$799K -$8.96M -322,853 -92%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$798K – – –
Two Sigma Investments
81
Two Sigma Investments
New York
$797K -$69.3K -2,496 -8%
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$713K +$352K +12,700 +112%
SIM
83
Spark Investment Management
New York
$695K – – –
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$695K +$610 +22 +0.1%
GF
85
Gabelli Funds
New York
$680K -$166K -6,000 -21%
CIP
86
Convergence Investment Partners
Florida
$678K +$641K +23,100 New
BJ
87
BlackRock Japan
Japan
$654K +$2.47K +89 +0.4%
AIG
88
American International Group
New York
$640K +$2.83K +102 +0.5%
ASRS
89
Arizona State Retirement System
Arizona
$634K -$72.1K -2,600 -11%
FM
90
Forward Management
California
$631K +$58.4K +2,103 +11%
CBOA
91
Commonwealth Bank of Australia
Australia
$622K +$49.9K +1,800 +9%
Deutsche Bank
92
Deutsche Bank
Germany
$564K -$888K -31,988 -62%
Westfield Capital Management
93
Westfield Capital Management
Massachusetts
$551K – – –
Jacobs Levy Equity Management
94
Jacobs Levy Equity Management
New Jersey
$549K -$58.3K -2,100 -10%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$524K – – –
Citigroup
96
Citigroup
New York
$512K +$374K +13,460 +337%
GCP
97
GSA Capital Partners
United Kingdom
$474K +$44.8K +1,616 +11%
IMS
98
Index Management Solutions
Pennsylvania
$473K +$447K +16,122 New
Public Employees Retirement Association of Colorado
99
Public Employees Retirement Association of Colorado
Colorado
$466K – – –
TD Asset Management
100
TD Asset Management
Ontario, Canada
$443K +$49.9K +1,800 +14%
2 3
4
5 6

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.