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JBTM

JBT Marel

278 hedge funds and large institutions have $3.44B invested in JBT Marel in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 94 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $2.8B → $3.44B (+$646M)

11% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 94

6% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 98.11%98.99% (+0.88%)

0% more funds holding

Funds holding: 277278 (+1)

28% less call options, than puts

Call options by funds: $1.74M | Put options by funds: $2.42M

Holders
278
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
4.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
104
Reduced
94
Closed
36
Calls
$1.74M
Puts
$2.42M
Net Calls
-$679K
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
126
LPL Financial
California
$1.23M +$908K +8,581 +323%
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$1.19M -$23.3K -220 -2%
CIA
128
Cascade Investment Advisors
Oregon
$1.18M +$3.17K +30 +0.3%
JMPWA
129
JP Morgan Private Wealth Advisors
California
$1.14M +$48.7K +460 +5%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$1.12M -$31.8K -301 -3%
DT
131
Diversified Trust
Tennessee
$1.11M
LOAMS
132
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.1M +$488K +4,614 +85%
TA
133
Teton Advisors
New York
$1.09M
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$1.06M +$140K +1,320 +16%
ASRS
135
Arizona State Retirement System
Arizona
$1.01M +$25.5K +241 +3%
RAM
136
Redmond Asset Management
Virginia
$961K
Russell Investments Group
137
Russell Investments Group
United Kingdom
$958K +$520K +4,920 +128%
Cerity Partners
138
Cerity Partners
New York
$956K +$42.2K +399 New
RVPG
139
Relative Value Partners Group
$948K -$73.1K -691 -7%
ZB
140
Zions Bancorporation
Utah
$919K +$883K +8,344 +13,038%
M&T Bank
141
M&T Bank
New York
$896K -$6.24K -59 -0.7%
Vontobel Holding
142
Vontobel Holding
Switzerland
$873K -$111K -1,048 -12%
HighTower Advisors
143
HighTower Advisors
Illinois
$861K +$27.9K +264 +4%
SG Americas Securities
144
SG Americas Securities
New York
$848K +$82.5K +780 +11%
DC
145
Davenport & Co
Virginia
$826K +$28.4K +268 +4%
Victory Capital Management
146
Victory Capital Management
Texas
$800K -$1.13M -10,655 -59%
IWA
147
Intercontinental Wealth Advisors
Texas
$784K -$1.8K -17 -0.2%
GF
148
Gabelli Funds
New York
$765K
DCM
149
Dean Capital Management
Kansas
$722K +$699K +6,610 New
LCM
150
Legato Capital Management
California
$722K +$699K +6,610 New