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JBTM

JBT Marel

163 hedge funds and large institutions have $992M invested in JBT Marel in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

9% more capital invested

Capital invested by funds: $909M → $992M (+$83.1M)

1% more funds holding

Funds holding: 162163 (+1)

0.24% less ownership

Funds ownership: 95.07%94.83% (-0.24%)

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
65
Reduced
57
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$13K +$9.41K +285 +375%
US Bancorp
152
US Bancorp
Minnesota
$9K -$144K -4,353 -95%
NSIM
153
North Star Investment Management
Illinois
$8K
MAA
154
Managed Account Advisors
New Jersey
$7K +$1.22K +37 +22%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$6K +$5.38K +163 New
AC
156
Alexandria Capital
Virginia
$5K
CTC
157
Central Trust Company
Missouri
$4K +$462 +14 +16%
Creative Planning
158
Creative Planning
Kansas
$2K +$760 +23 +110%
CHP
159
Cable Hill Partners
Oregon
$1K
FWM
160
Focused Wealth Management
New York
$1K
S
161
SignatureFD
Georgia
$1K
GAM
162
Gemmer Asset Management
California
$1K +$363 +11 +48%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$682 +$20.1K +610 +3%
HAI
164
Hennessy Advisors Inc
California
-$5.37M -163,486 Closed
HA
165
Heartland Advisors
Wisconsin
-$1.86M -56,522 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
-$1.43M -43,417 Closed
OSAM
167
O'Shaughnessy Asset Management
Connecticut
-$1.18M -36,053 Closed
IMS
168
Index Management Solutions
Pennsylvania
-$1.12M -34,143 Closed
GAM
169
Gotham Asset Management
New York
-$266K -8,086 Closed
SG Americas Securities
170
SG Americas Securities
New York
-$254K -7,721 Closed
BJ
171
BlackRock Japan
Japan
-$209K -6,373 Closed
BRWA
172
B. Riley Wealth Advisors
Florida
-$16 -500 Closed
MCM
173
MV Capital Management
Maryland
-$4K -110 Closed
NPC
174
National Planning Corporation
California
-$3.24K -107 Closed
Envestnet Asset Management
175
Envestnet Asset Management
Illinois
-$3K -89 Closed

JBTM Hedge Fund Activity: Q1 2015 in Review

163 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2015, worth a combined $992M — up 9.1% from $909M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JBTM positions and 13 closed out — a net gain of 3 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $12.7M. The largest seller was Royce & Associates, cutting an estimated $6.31M.

  • 163 institutional investors held JBT Marel (JBTM) as of Q1 2015, up from 162 in Q4 2014.
  • Funds reported $992M of JBT Marel stock for Q1 2015, up 9.1% quarter-over-quarter.
  • 16 funds opened new JBT Marel positions in Q1 2015 and 13 closed out, a net change of +3 holders.
  • The largest JBT Marel buyer in Q1 2015 was Artisan Partners, an estimated $12.7M added.
  • The largest JBT Marel seller in Q1 2015 was Royce & Associates, an estimated $6.31M sold.

Based on aggregated 13F filings for Q1 2015.