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JBTM

JBT Marel
JBTM

202 hedge funds and large institutions have $2.04B invested in JBT Marel in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $16K | Put options by funds: $2K

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

15% more capital invested

Capital invested by funds: $1.78B → $2.04B (+$261M)

0.05% more ownership

Funds ownership: 99.7% → 99.75% (+0.05%)

8% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 78

9% less funds holding

Funds holding: 223 → 202 (-21)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

Holders
202
Holders Change
-21
Holders Change %
-9.42%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
15
Increased
72
Reduced
78
Closed
33
Calls
$16K
Puts
$2K
Net Calls
+$14K
Net Calls Change
+$97K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$40.8M
2
Victory Capital Management
Victory Capital Management
Texas
+$28.7M
3
Goldman Sachs
Goldman Sachs
New York
+$23.6M
4
Invesco
Invesco
Georgia
+$23.4M
5
Wells Fargo
Wells Fargo
California
+$20M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$13.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$12.8M
4
GIM
Granahan Investment Management
Massachusetts
-$9.99M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
-$8.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
76
EAM Investors
California
$2.88M -$70.9K -1,060 -3%
CIM
77
Confluence Investment Management
Missouri
$2.84M -$35.2K -526 -1%
Canada Life
78
Canada Life
Manitoba, Canada
$2.8M +$86.9K +1,299 +3%
SAM
79
Symphony Asset Management
California
$2.67M +$1.46M +21,867 +137%
RHJA
80
Rice Hall James & Associates
California
$2.65M – – –
BEAM
81
Baker Ellis Asset Management
Washington
$2.62M -$104K -1,560 -4%
USAA
82
United Services Automobile Association
Texas
$2.5M -$354K -5,300 -13%
First Trust Advisors
83
First Trust Advisors
Illinois
$2.49M -$63.1K -943 -3%
Credit Agricole
84
Credit Agricole
France
$2.47M +$2.34M +35,000 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$2.39M -$1.74M -25,991 -43%
PCM
86
Palisade Capital Management
New Jersey
$2.35M +$2.23M +33,380 New
WA
87
Wasatch Advisors
Utah
$2.33M – – –
GI
88
GAMCO Investors
Connecticut
$2.32M +$114K +1,700 +5%
PIM
89
Profit Investment Management
Maryland
$2.2M -$399K -5,962 -16%
Comerica Bank
90
Comerica Bank
Texas
$2.16M +$10.6K +159 +0.5%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$1.99M +$201K +3,000 +12%
SCM
92
Sterling Capital Management
North Carolina
$1.95M – – –
Legal & General Group
93
Legal & General Group
United Kingdom
$1.92M +$1.35M +20,256 +285%
GC
94
Guggenheim Capital
Illinois
$1.82M -$201K -3,002 -10%
Citigroup
95
Citigroup
New York
$1.69M +$490K +7,329 +44%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$1.64M – – –
MOACM
97
Mutual of America Capital Management
New York
$1.64M +$1.55M +23,200 New
FM
98
Forward Management
California
$1.58M -$51.8K -774 -3%
TPSF
99
Texas Permanent School Fund
Texas
$1.57M -$8.63K -129 -0.6%
IP
100
Interval Partners
New York
$1.53M -$622K -9,303 -30%
2 3
4
5 6

JBTM Hedge Fund Activity: Q3 2016 in Review

202 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2016, worth a combined $2.04B — up 15% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of JBTM and 15 opened new positions — a net loss of 18 holders — while 78 trimmed existing stakes and 72 added.

The largest buyer was American Century Companies, adding an estimated $40.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.6M.

  • 202 institutional investors held JBT Marel (JBTM) as of Q3 2016, down from 223 in Q2 2016.
  • Funds reported $2.04B of JBT Marel stock for Q3 2016, up 15% quarter-over-quarter.
  • 15 funds opened new JBT Marel positions in Q3 2016 and 33 closed out, a net change of -18 holders.
  • The largest JBT Marel buyer in Q3 2016 was American Century Companies, an estimated $40.8M added.
  • The largest JBT Marel seller in Q3 2016 was T. Rowe Price Associates, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2016.