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JBTM

JBT Marel
JBTM

229 hedge funds and large institutions have $2.39B invested in JBT Marel in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $1.37M

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

2.21% less ownership

Funds ownership: 107.67% → 105.46% (-2.2%)

5% less funds holding

Funds holding: 241 → 229 (-12)

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

41% less capital invested

Capital invested by funds: $4.06B → $2.39B (-$1.67B)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
77
Reduced
79
Closed
40
Calls
$3.83M
Puts
$1.37M
Net Calls
+$2.46M
Net Calls Change
+$7.76M

Top Buyers

1
RA
Royce & Associates
New York
+$45.4M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$18.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$14M
4
GIM
Granahan Investment Management
Massachusetts
+$11.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.2M
2
EIP
Epoch Investment Partners
New York
-$28.2M
3
Invesco
Invesco
Georgia
-$19.7M
4
Goldman Sachs
Goldman Sachs
New York
-$17.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
76
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.99M +$514K +5,800 +26%
FP
77
Foundry Partners
Minnesota
$1.92M +$51.6K +582 +2%
ORI
78
Oak Ridge Investments
Illinois
$1.9M -$620K -7,000 -21%
PI
79
Putnam Investments
Massachusetts
$1.88M -$7.37M -83,142 -76%
CS
80
Credit Suisse
Switzerland
$1.8M -$290K -3,277 -12%
AIG
81
American International Group
New York
$1.75M -$25.6K -289 -1%
UBS AM
82
UBS AM
Illinois
$1.67M +$258K +2,908 +14%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.6M +$60.1K +678 +3%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$1.54M -$155K -1,753 -8%
TPSF
85
Texas Permanent School Fund
Texas
$1.49M +$70.7K +798 +4%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$1.41M +$696K +7,850 +67%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.36M -$102K -1,148 -6%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$1.36M -$81.2K -916 -5%
BEAM
89
Baker Ellis Asset Management
Washington
$1.32M -$102K -1,149 -6%
Federated Hermes
90
Federated Hermes
Pennsylvania
$1.31M -$2.54M -28,702 -61%
DDC
91
DF Dent & Co
Maryland
$1.26M +$361K +4,076 +30%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$1.22M – – –
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1.15M +$415K +4,684 +41%
RJA
94
Raymond James & Associates
Florida
$1.12M -$150K -1,692 -10%
AG
95
Aperio Group
California
$1.07M +$66.5K +750 +5%
MFAM
96
Motley Fool Asset Management
Virginia
$1.04M +$1.29M +14,544 New
Luther King Capital Management (LKCM)
97
Luther King Capital Management (LKCM)
Texas
$1.04M -$176K -1,990 -12%
MIM
98
MetLife Investment Management
New Jersey
$997K – – –
EA
99
Emerald Advisers
Pennsylvania
$980K +$807K +9,108 +201%
O
100
OppenheimerFunds
New York
$951K +$287K +3,241 +32%
2 3
4
5 6

JBTM Hedge Fund Activity: Q4 2018 in Review

229 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2018, worth a combined $2.39B — down 41% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of JBTM and 28 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 77 added.

The largest buyer was Royce & Associates, adding an estimated $45.4M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 229 institutional investors held JBT Marel (JBTM) as of Q4 2018, down from 241 in Q3 2018.
  • Funds reported $2.39B of JBT Marel stock for Q4 2018, down 41% quarter-over-quarter.
  • 28 funds opened new JBT Marel positions in Q4 2018 and 40 closed out, a net change of -12 holders.
  • The largest JBT Marel buyer in Q4 2018 was Royce & Associates, an estimated $45.4M added.
  • The largest JBT Marel seller in Q4 2018 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2018.