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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
Skandinaviska Enskilda Banken (SEB)
101
Skandinaviska Enskilda Banken (SEB)
Sweden
$942K -$35.1K -396 -3%
EAM
102
EULAV Asset Management
Florida
$941K – – –
OPERF
103
Oregon Public Employees Retirement Fund
Oregon
$863K +$1.07M +12,020 New
Barclays
104
Barclays
United Kingdom
$858K -$2.1M -23,733 -67%
LSERS
105
Louisiana State Employees Retirement System
Louisiana
$851K -$182K -2,052 -15%
RMCM
106
Reynders McVeigh Capital Management
Massachusetts
$799K -$445K -5,020 -31%
GF
107
Gabelli Funds
New York
$790K – – –
COPPSERS
108
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$778K +$292K +3,293 +44%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$758K +$3.81K +43 +0.4%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$732K +$13.7K +155 +2%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$717K +$885K +9,985 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$715K -$431K -4,863 -33%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$714K +$20K +226 +2%
MSA
114
Mason Street Advisors
Wisconsin
$705K +$40K +451 +5%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$679K +$838K +9,449 New
NSEDCP
116
NJ State Employees Deferred Compensation Plan
New Jersey
$658K +$88.6K +1,000 +12%
MERSOM
117
Municipal Employees' Retirement System of Michigan
Michigan
$656K +$810K +9,140 New
RAM
118
Redmond Asset Management
Virginia
$594K +$734K +8,278 New
UBS Group
119
UBS Group
Switzerland
$569K -$211K -2,377 -23%
SG Americas Securities
120
SG Americas Securities
New York
$555K +$608K +6,855 +788%
PIA
121
Piedmont Investment Advisors
North Carolina
$540K +$22.2K +250 +3%
Citigroup
122
Citigroup
New York
$538K -$1.37M -15,428 -67%
PI
123
PineBridge Investments
New York
$525K +$93.3K +1,053 +17%
OAM
124
Ostrum Asset Management
France
$521K +$643K +7,250 New
CCIA
125
Campbell & Co Investment Adviser
Maryland
$468K +$522K +5,887 New
3 4
5
6 7

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.