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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
NCM
126
Noesis Capital Mangement
Florida
$460K – – –
GI
127
GAMCO Investors
Connecticut
$458K -$31K -350 -5%
ACM
128
Advisors Capital Management
New Jersey
$440K +$543K +6,126 New
MCIM
129
Meadow Creek Investment Management
Georgia
$437K – – –
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$428K – – –
BC
131
Brinker Capital
Pennsylvania
$407K -$61.6K -695 -11%
XK
132
Xact Kapitalforvaltning
Sweden
$406K +$70.9K +800 +16%
AAM
133
Advisors Asset Management
Colorado
$386K +$22.7K +256 +5%
EP
134
Elkfork Partners
Oregon
$360K – – –
PI
135
PEAK6 Investments
Illinois
$354K -$757K -8,536 -63%
Holocene Advisors
136
Holocene Advisors
New York
$354K +$436K +4,923 New
AB
137
Amalgamated Bank
New York
$352K +$243K +2,738 +127%
Renaissance Technologies
138
Renaissance Technologies
New York
$345K +$425K +4,800 New
SCM
139
Suffolk Capital Management
New York
$335K -$9.13K -103 -2%
RCM
140
Riverhead Capital Management
Delaware
$325K – – –
FMBTD
141
First Midwest Bank Trust Division
Illinois
$316K -$25.9K -292 -6%
NA
142
Navellier & Associates
Nevada
$304K -$31.8K -359 -8%
DLCIG
143
D.L. Carlson Investment Group
New Hampshire
$302K -$11.5K -130 -3%
ProShare Advisors
144
ProShare Advisors
Maryland
$301K -$38.9K -439 -9%
RG
145
Renaissance Group
Kentucky
$300K +$81.1K +915 +28%
Walleye Trading
146
Walleye Trading
New York
$299K +$369K +4,160 New
PAM
147
Panagora Asset Management
Massachusetts
$288K – – –
ET
148
Equitable Trust
Tennessee
$287K – – –
GHCM
149
Glen Harbor Capital Management
California
$283K – – –
RE
150
RBC Europe
United Kingdom
$281K – – –
4 5
6
7 8

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.