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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
FMT
126
First Mercantile Trust
Tennessee
$213K -$5.55K -200 -3%
PI
127
PineBridge Investments
New York
$212K +$116K +4,175 +135%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$212K +$200K +7,217 New
HighTower Advisors
129
HighTower Advisors
Illinois
$209K +$197K +7,116 New
NCM
130
Noesis Capital Mangement
Florida
$205K +$194K +7,001 New
Nomura Holdings
131
Nomura Holdings
Japan
$203K -$165K -5,936 -46%
U
132
UBS
Switzerland
$184K -$105K -3,766 -38%
MSA
133
Mason Street Advisors
Wisconsin
$127K +$9.1K +328 +8%
PMAM
134
Picton Mahoney Asset Management
Ontario, Canada
$117K +$111K +4,000 New
DCM
135
Dean Capital Management
Kansas
$104K +$11.5K +415 +13%
HNB
136
Huntington National Bank
Ohio
$70K +$1.39K +50 +2%
NSEDCP
137
NJ State Employees Deferred Compensation Plan
New Jersey
$63K
Canada Life
138
Canada Life
Manitoba, Canada
$61K +$57.5K +2,073 New
WIL
139
Winifred I. Li
$60K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$47K
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$34K
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$32K -$75.5K -2,720 -72%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$32K
BlackRock
144
BlackRock
New York
$31K
TRCT
145
Tower Research Capital (TRC)
New York
$25K -$43.9K -1,583 -65%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$24K +$1.72K +62 +8%
HF
147
Hoxton Financial
West Virginia
$19K +$4.97K +179 +38%
GT
148
Glenmede Trust
Pennsylvania
$17K -$444K -16,011 -96%
TWI
149
Thomas White International
Illinois
$11K
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$11K +$10.4K +374 New

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.