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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
OAC
101
OMERS Administration Corp
Ontario, Canada
$451K +$168K +5,497 +60%
Citigroup
102
Citigroup
New York
$436K -$102K -3,352 -19%
UBS AM
103
UBS AM
Illinois
$423K +$30.5K +1,000 +8%
OA
104
OFI Advisors
Pennsylvania
$401K -$18.4K -603 -4%
FMBTD
105
First Midwest Bank Trust Division
Illinois
$396K +$3.02K +99 +0.8%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$392K +$3.05K +100 +0.8%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$390K -$45.7K -1,500 -11%
AA
108
Ancora Advisors
Ohio
$382K +$18.9K +621 +5%
CAM
109
Capstone Asset Management
Texas
$379K -$23.2K -760 -6%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$371K
SO
111
STRS Ohio
Ohio
$315K +$30.5K +1,000 +11%
SFM
112
Systematic Financial Management
New Jersey
$310K +$6.71K +220 +2%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$309K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$288K +$3.99K +131 +1%
RFC
115
Regions Financial Corp
Alabama
$284K +$280K +9,200 New
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$282K
PA
117
Profund Advisors
Maryland
$223K -$164K -5,369 -43%
HighTower Advisors
118
HighTower Advisors
Illinois
$221K +$610 +20 +0.3%
Millennium Management
119
Millennium Management
New York
$213K -$1.27M -41,669 -86%
PI
120
PineBridge Investments
New York
$213K -$11.7K -384 -5%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$204K +$201K +6,600 New
NCM
122
Noesis Capital Mangement
Florida
$201K -$15.3K -501 -7%
US Bancorp
123
US Bancorp
Minnesota
$166K -$98.8K -3,240 -38%
U
124
UBS
Switzerland
$154K -$40K -1,311 -21%
Wells Fargo
125
Wells Fargo
California
$142K -$129K -4,227 -48%

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.