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JBTM

JBT Marel

191 hedge funds and large institutions have $1.4B invested in JBT Marel in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $483K | Put options by funds: $105K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $1.08B → $1.4B (+$319M)

6% more funds holding

Funds holding: 180191 (+11)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

0.38% less ownership

Funds ownership: 96.82%96.44% (-0.38%)

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
66
Reduced
62
Closed
19
Calls
$483K
Puts
$105K
Net Calls
+$378K
Net Calls Change
+$378K
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
151
Trustmark National Bank Trust Department
Mississippi
$234K +$214K +4,702 New
SEI Investments
152
SEI Investments
Pennsylvania
$221K -$533K -11,725 -73%
PI
153
PineBridge Investments
New York
$195K +$8.27K +182 +5%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$134K -$40.5K -892 -25%
DADC
155
D.A. Davidson & Co
Montana
$130K -$56.9K -1,253 -32%
Victory Capital Management
156
Victory Capital Management
Texas
$116K -$3.45K -76 -3%
Canada Life
157
Canada Life
Manitoba, Canada
$103K
HNB
158
Huntington National Bank
Ohio
$100K
Simplex Trading
159
Simplex Trading
Illinois
$80K +$73K +1,606 New
BJ
160
BlackRock Japan
Japan
$71K +$23K +507 +55%
CGT
161
Capital Guardian Trust
California
$67K
US Bancorp
162
US Bancorp
Minnesota
$65K +$14.7K +324 +33%
WT
163
Whittier Trust
California
$50K
LIA
164
LS Investment Advisors
Michigan
$49K
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$46K -$681 -15 -2%
BlackRock
166
BlackRock
New York
$40K -$22.9K -504 -38%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$40K
QCG
168
Quadrant Capital Group
Ohio
$35K
CG
169
Cutler Group
California
$34K +$31.8K +699 New
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$32K +$14K +309 +94%
TRCT
171
Tower Research Capital (TRC)
New York
$31K +$24.1K +530 +530%
GT
172
Glenmede Trust
Pennsylvania
$30K
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$23K -$55.2K -1,214 -73%
VCM
174
Versant Capital Management
Arizona
$19K +$18.1K +398 New
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$8K +$7.45K +164 New

JBTM Hedge Fund Activity: Q4 2015 in Review

191 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2015, worth a combined $1.4B — up 30% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JBTM positions and 19 closed out — a net gain of 12 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was RS Investment Management, opening a new position worth an estimated $42M. The largest seller was Wellington Management Group, cutting an estimated $26.8M.

  • 191 institutional investors held JBT Marel (JBTM) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.4B of JBT Marel stock for Q4 2015, up 30% quarter-over-quarter.
  • 31 funds opened new JBT Marel positions in Q4 2015 and 19 closed out, a net change of +12 holders.
  • The largest JBT Marel buyer in Q4 2015 was RS Investment Management, an estimated $42M added.
  • The largest JBT Marel seller in Q4 2015 was Wellington Management Group, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2015.