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JBTM

JBT Marel

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: 159156 (-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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
101
Cornerstone Capital Management Holdings
New York
$437K +$300K +10,800 +263%
Citadel Advisors
102
Citadel Advisors
Florida
$425K -$753K -27,121 -65%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$414K
SCA
104
Secor Capital Advisors
New York
$407K +$385K +13,872 New
OA
105
OFI Advisors
Pennsylvania
$398K +$37.2K +1,341 +11%
CAM
106
Capstone Asset Management
Texas
$382K -$23K -830 -6%
FMBTD
107
First Midwest Bank Trust Division
Illinois
$373K +$6.38K +230 +2%
UBS AM
108
UBS AM
Illinois
$372K -$22.2K -800 -6%
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$370K +$350K +12,600 New
PA
110
Profund Advisors
Maryland
$369K -$144K -5,194 -29%
GC
111
Globeflex Capital
California
$361K -$52.4K -1,889 -13%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$352K
AA
113
Ancora Advisors
Ohio
$344K +$55 +2 +0%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$344K +$327K +11,774 New
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$293K -$1.44M -51,800 -84%
SAM
116
Symphony Asset Management
California
$289K -$319K -11,484 -54%
SFM
117
Systematic Financial Management
New Jersey
$288K +$8.82K +318 +3%
SO
118
STRS Ohio
Ohio
$270K -$30.5K -1,100 -11%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$270K +$234K +8,422 +1,088%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$267K -$18K -650 -7%
OAC
121
OMERS Administration Corp
Ontario, Canada
$267K +$253K +9,103 New
DC
122
Deere & Company
Illinois
$260K
Wells Fargo
123
Wells Fargo
California
$258K +$115K +4,151 +89%
US Bancorp
124
US Bancorp
Minnesota
$252K
Barclays
125
Barclays
United Kingdom
$242K -$281K -10,120 -55%

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.