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JBTM

JBT Marel

241 hedge funds and large institutions have $4.06B invested in JBT Marel in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

34% more capital invested

Capital invested by funds: $3.02B → $4.06B (+$1.04B)

13% more funds holding

Funds holding: 214241 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 107.98%107.67% (-0.32%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

34% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $15.7M

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
70
Reduced
84
Closed
11
Calls
$10.4M
Puts
$15.7M
Net Calls
-$5.3M
Net Calls Change
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
151
RBC Europe
United Kingdom
$467K
FBT
152
First Bank & Trust
South Dakota
$452K -$13.3K -122 -3%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$446K -$290K -2,668 -42%
DT
154
Diversified Trust
Tennessee
$412K +$21.8K +200 +6%
Stifel Financial
155
Stifel Financial
Missouri
$396K -$1.52K -14 -0.4%
RG
156
Renaissance Group
Kentucky
$390K +$355K +3,268 New
SCM
157
Shelton Capital Management
Colorado
$380K +$12.7K +117 +4%
US Bancorp
158
US Bancorp
Minnesota
$378K +$24.1K +222 +8%
BTS
159
BB&T Securities
Virginia
$372K +$339K +3,118 New
NA
160
Neuburgh Advisers
California
$342K +$83.5K +768 +37%
N
161
Natixis
France
$341K +$311K +2,861 New
YMRC
162
Yorktown Management & Research Company
Virginia
$334K
BTNA
163
Bremer Trust National Association
Minnesota
$327K -$24.4K -224 -8%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K -$14.1K -130 -5%
AIP
165
Ameritas Investment Partners
Nebraska
$305K
LPL Financial
166
LPL Financial
California
$303K +$4.46K +41 +2%
First Trust Advisors
167
First Trust Advisors
Illinois
$299K -$3.5M -32,171 -93%
ZCM
168
Zebra Capital Management
Connecticut
$280K +$255K +2,349 New
EIM
169
Essex Investment Management
Massachusetts
$272K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$269K +$149K +1,373 +155%
CIM
171
CIM Investment Management
Pennsylvania
$267K -$243K -2,234 -50%
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
$265K -$392K -3,600 -62%
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$259K +$236K +2,170 New
AB
174
Amalgamated Bank
New York
$257K -$322K -2,959 -58%
ECM
175
Everence Capital Management
Indiana
$249K +$227K +2,085 New

JBTM Hedge Fund Activity: Q3 2018 in Review

241 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2018, worth a combined $4.06B — up 34% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JBTM positions and 11 closed out — a net gain of 30 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $88.1M. The largest seller was American Century Companies, cutting an estimated $56.6M.

  • 241 institutional investors held JBT Marel (JBTM) as of Q3 2018, up from 214 in Q2 2018.
  • Funds reported $4.06B of JBT Marel stock for Q3 2018, up 34% quarter-over-quarter.
  • 41 funds opened new JBT Marel positions in Q3 2018 and 11 closed out, a net change of +30 holders.
  • The largest JBT Marel buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $88.1M added.
  • The largest JBT Marel seller in Q3 2018 was American Century Companies, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2018.