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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$1.95M +$129K +2,850 +8%
WA
77
Wasatch Advisors
Utah
$1.94M -$136K -3,000 -7%
GC
78
Guggenheim Capital
Illinois
$1.73M +$1.58M +34,807 New
AQR Capital Management
79
AQR Capital Management
Connecticut
$1.71M -$193K -4,245 -11%
DCM
80
Driehaus Capital Management
Illinois
$1.67M +$1.53M +33,602 New
GI
81
GAMCO Investors
Connecticut
$1.65M -$159K -3,500 -10%
PIM
82
Profit Investment Management
Maryland
$1.58M -$843K -18,559 -37%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$1.5M +$302K +6,648 +28%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$1.36M +$114K +2,500 +10%
SCM
85
Sterling Capital Management
North Carolina
$1.36M +$211K +4,648 +21%
FM
86
Forward Management
California
$1.35M +$173K +3,802 +16%
Comerica Bank
87
Comerica Bank
Texas
$1.33M -$3.86K -85 -0.3%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$1.25M +$300K +6,600 +36%
TPSF
89
Texas Permanent School Fund
Texas
$1.21M +$1.86K +41 +0.2%
SIM
90
Spark Investment Management
New York
$1.13M -$550K -12,100 -35%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$1.13M +$1.03M +22,700 New
SAM
92
Symphony Asset Management
California
$1.13M -$712K -15,669 -41%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$1.11M +$121K +2,668 +14%
GAM
94
Gotham Asset Management
New York
$1.09M -$6.45M -141,939 -87%
SO
95
STRS Ohio
Ohio
$1.06M -$127K -2,800 -12%
UBS AM
96
UBS AM
Illinois
$1.05M +$273K +6,000 +40%
AIG
97
American International Group
New York
$1.05M +$9.95K +219 +1%
LCG
98
Lisanti Capital Growth
New York
$1.02M +$934K +20,570 New
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M +$26.3K +578 +3%
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1M -$545K -12,000 -37%

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.