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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
DCM
126
Dean Capital Management
Kansas
$110K
MSA
127
Mason Street Advisors
Wisconsin
$103K -$30K -985 -23%
Canada Life
128
Canada Life
Manitoba, Canada
$64K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$58K +$8.99K +295 +19%
Barclays
130
Barclays
United Kingdom
$53K -$202K -6,612 -79%
WIL
131
Winifred I. Li
$52K -$10.7K -350 -17%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$36K
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$33K -$610 -20 -2%
BlackRock
134
BlackRock
New York
$32K
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$20K -$4.79K -157 -19%
GT
136
Glenmede Trust
Pennsylvania
$18K
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$13K -$21.4K -701 -63%
TRCT
138
Tower Research Capital (TRC)
New York
$6K -$20.1K -658 -77%
S
139
SignatureFD
Georgia
$6K
RIA
140
Regal Investment Advisors
Michigan
$5K +$5.24K +172 New
AC
141
Alexandria Capital
Virginia
$4K
CFA
142
Carroll Financial Associates
North Carolina
$3K
CTC
143
Central Trust Company
Missouri
$3K
Creative Planning
144
Creative Planning
Kansas
$1K +$640 +21 New
GAM
145
Gemmer Asset Management
California
$1K +$701 +23 New
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$669 -$12.5K -409 -2%
SCM
147
Shapiro Capital Management
Georgia
-$26.8M -915,286 Closed
KIM
148
Kestrel Investment Management
California
-$14.8M -505,860 Closed
OCG
149
Opus Capital Group
Ohio
-$3.9M -132,964 Closed
LCM
150
Lafitte Capital Management
Texas
-$2.36M -80,523 Closed

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.