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JBTM

JBT Marel
JBTM

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: 159 → 156 (-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: 3 → 2 (-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
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.6M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$6.45M
3
RA
Royce & Associates
New York
+$4.47M
4
Victory Capital Management
Victory Capital Management
Texas
+$4.08M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.04M

Top Sellers

1
RCM
Ratan Capital Management
Florida
-$12.7M
2
LSV Asset Management
LSV Asset Management
Illinois
-$8.96M
3
BIT
BlackRock Institutional Trust
California
-$7.54M
4
TC
TFS Capital
Pennsylvania
-$5.28M
5
KIM
Kestrel Investment Management
California
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$6K – – –
AC
152
Alexandria Capital
Virginia
$4K – – –
CTC
153
Central Trust Company
Missouri
$3K – – –
CFA
154
Carroll Financial Associates
North Carolina
$2K – – –
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$647 -$20.8K -751 -3%
RCM
156
Ratan Capital Management
Florida
– -$12.7M -512,028 Closed
BCM
157
Buckhead Capital Management
Georgia
– -$1.6M -64,434 Closed
HM
158
Harvest Management
New York
– -$622K -25,000 Closed
GAM
159
Gotham Asset Management
New York
– -$480K -19,274 Closed
ProShare Advisors
160
ProShare Advisors
Maryland
– -$469K -18,862 Closed
Adage Capital Partners
161
Adage Capital Partners
Massachusetts
– -$439K -17,656 Closed
CIC
162
Cornercap Investment Counsel
Georgia
– -$414K -16,659 Closed
Jane Street
163
Jane Street
New York
– -$364K -14,627 Closed
Tudor Investment Corp
164
Tudor Investment Corp
Connecticut
– -$363K -14,600 Closed
MAM
165
Martingale Asset Management
Massachusetts
– -$243K -9,729 Closed
BA
166
Boston Advisors
Massachusetts
– -$204K -8,200 Closed
SG Americas Securities
167
SG Americas Securities
New York
– -$129K -5,190 Closed
MWNA
168
Marshall Wace North America
New York
– -$67K -2,675 Closed
RNS
169
Robert N. Shapiro
– -$34K -1,360 Closed
Arrowstreet Capital
170
Arrowstreet Capital
Massachusetts
– -$32K -1,272 Closed
Federated Hermes
171
Federated Hermes
Pennsylvania
– -$1K -3 Closed
3 4 5 6
7

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.