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JBTM

JBT Marel
JBTM

153 hedge funds and large institutions have $863M invested in JBT Marel in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

4% more funds holding

Funds holding: 147 → 153 (+6)

0% more capital invested

Capital invested by funds: $859M → $863M (+$3.47M)

0.03% more ownership

Funds ownership: 95.5% → 95.53% (+0.03%)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
153
Holders Change
+6
Holders Change %
+4.08%
% of All Funds
4.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
54
Reduced
56
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMA
Fiduciary Management Associates
Illinois
+$14.4M
2
RA
Royce & Associates
New York
+$13.4M
3
Norges Bank
Norges Bank
Norway
+$7.25M
4
ACMM
Arbor Capital Management (Minnesota)
Minnesota
+$6.6M
5
HCM
Hodges Capital Management
Texas
+$3.57M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$14.2M
2
WC
Walthausen & Co
New York
-$9.55M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.76M
4
CC
Carlson Capital
Texas
-$4.64M
5
Northern Trust
Northern Trust
Illinois
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
126
Citigroup
New York
$140K -$285K -9,586 -68%
PI
127
PineBridge Investments
New York
$133K -$77.3K -2,601 -38%
DCM
128
Dean Capital Management
Kansas
$111K – – –
Bank of America
129
Bank of America
North Carolina
$108K -$487K -16,389 -82%
MSA
130
Mason Street Advisors
Wisconsin
$107K +$2.91K +98 +3%
VFA
131
Virtus Fund Advisers
Connecticut
$77K +$73.9K +2,486 New
Canada Life
132
Canada Life
Manitoba, Canada
$64K – – –
WIL
133
Winifred I. Li
$52K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$36K – – –
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$33K – – –
BlackRock
136
BlackRock
New York
$31K -$1.55K -52 -5%
WI
137
WHV Investments
California
$22K +$20.8K +699 New
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$20K – – –
GT
139
Glenmede Trust
Pennsylvania
$18K – – –
Barclays
140
Barclays
United Kingdom
$16K -$37.1K -1,247 -71%
BRWA
141
B. Riley Wealth Advisors
Florida
$15.5K +$14.9K +500 New
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$13K – – –
RIA
143
Regal Investment Advisors
Michigan
$5K – – –
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$5K +$5.05K +170 New
AC
145
Alexandria Capital
Virginia
$4K – – –
CFA
146
Carroll Financial Associates
North Carolina
$3K – – –
CTC
147
Central Trust Company
Missouri
$3K – – –
S
148
SignatureFD
Georgia
$1K -$4.91K -165 -87%
GAM
149
Gemmer Asset Management
California
$1K – – –
Bessemer Group
150
Bessemer Group
New Jersey
$1K +$862 +29 New
3 4 5
6
7

JBTM Hedge Fund Activity: Q2 2014 in Review

153 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2014, worth a combined $863M — up 0.4% from $859M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JBTM positions and 8 closed out — a net gain of 6 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $14.4M. The largest seller was Victory Capital Management, cutting an estimated $14.2M.

  • 153 institutional investors held JBT Marel (JBTM) as of Q2 2014, up from 147 in Q1 2014.
  • Funds reported $863M of JBT Marel stock for Q2 2014, up 0.4% quarter-over-quarter.
  • 14 funds opened new JBT Marel positions in Q2 2014 and 8 closed out, a net change of +6 holders.
  • The largest JBT Marel buyer in Q2 2014 was Fiduciary Management Associates, an estimated $14.4M added.
  • The largest JBT Marel seller in Q2 2014 was Victory Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2014.