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.
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)
Top Buyers
Top Sellers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$14.2M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$9.55M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$5.76M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$4.64M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$4.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
BNP Paribas Financial Markets
Paris,
France
| $310 | +$297 | +10 | New |
|
|
CC
152
Carlson Capital
Dallas,
Texas
| – | -$4.64M | -150,127 | Closed |
|
|
CIP
153
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$921K | -29,800 | Closed |
|
154
Schroder Investment Management Group
London,
United Kingdom
| – | -$680K | -22,000 | Closed |
|
|
CBOA
155
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| – | -$624K | -20,200 | Closed |
|
|
SIM
156
Spark Investment Management
New York
| – | -$516K | -16,700 | Closed |
|
157
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$282K | -9,111 | Closed |
|
|
PA
158
Profund Advisors
Bethesda,
Maryland
| – | -$223K | -7,227 | Closed |
|
|
TRCT
159
Tower Research Capital (TRC)
New York
| – | -$6K | -200 | Closed |
|
160
Creative Planning
Overland Park,
Kansas
| – | -$535 | -18 | -86% |
|
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.