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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
TPSF
76
Texas Permanent School Fund
Texas
$854K -$30.3K -994 -3%
Comerica Bank
77
Comerica Bank
Texas
$853K -$27.7K -910 -3%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$841K
JP Morgan Chase
79
JP Morgan Chase
New York
$819K -$1.39M -45,445 -63%
Deutsche Bank
80
Deutsche Bank
Germany
$819K +$221K +7,266 +38%
CC
81
Curian Capital
Colorado
$763K +$752K +24,680 New
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$760K -$116K -3,800 -13%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$732K
SB
84
Suntrust Banks
Georgia
$729K +$720K +23,630 New
GF
85
Gabelli Funds
New York
$717K
AIG
86
American International Group
New York
$694K +$18.7K +615 +3%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$680K +$671K +22,000 New
FM
88
Forward Management
California
$658K -$5.21K -171 -0.8%
TC
89
TFS Capital
Pennsylvania
$648K -$248K -8,122 -28%
CBOA
90
Commonwealth Bank of Australia
Australia
$624K -$30.5K -1,000 -5%
Bank of America
91
Bank of America
North Carolina
$614K -$310K -10,172 -34%
ASRS
92
Arizona State Retirement System
Arizona
$591K -$76.2K -2,500 -12%
TD Asset Management
93
TD Asset Management
Ontario, Canada
$590K +$122K +4,000 +26%
Westfield Capital Management
94
Westfield Capital Management
Massachusetts
$581K
SAM
95
Symphony Asset Management
California
$577K +$270K +8,857 +90%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$552K
SIM
97
Spark Investment Management
New York
$516K -$213K -7,000 -30%
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$491K
BJ
99
BlackRock Japan
Japan
$483K -$203K -6,667 -30%
GCP
100
GSA Capital Partners
United Kingdom
$456K -$42.7K -1,400 -9%

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.