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JBTM

JBT Marel
JBTM

229 hedge funds and large institutions have $2.39B invested in JBT Marel in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $1.37M

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

2.21% less ownership

Funds ownership: 107.67% → 105.46% (-2.2%)

5% less funds holding

Funds holding: 241 → 229 (-12)

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

41% less capital invested

Capital invested by funds: $4.06B → $2.39B (-$1.67B)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
77
Reduced
79
Closed
40
Calls
$3.83M
Puts
$1.37M
Net Calls
+$2.46M
Net Calls Change
+$7.76M

Top Buyers

1
RA
Royce & Associates
New York
+$45.4M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$18.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$14M
4
GIM
Granahan Investment Management
Massachusetts
+$11.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.2M
2
EIP
Epoch Investment Partners
New York
-$28.2M
3
Invesco
Invesco
Georgia
-$19.7M
4
Goldman Sachs
Goldman Sachs
New York
-$17.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
151
Diversified Trust
Tennessee
$273K +$31K +350 +10%
Citadel Advisors
152
Citadel Advisors
Florida
$272K -$915K -10,319 -73%
ECM
153
Everence Capital Management
Indiana
$265K +$142K +1,600 +77%
AA
154
ALPS Advisors
Colorado
$261K -$32.3K -364 -9%
CB
155
Commerce Bank
Missouri
$258K -$60.1K -678 -16%
PA
156
Profund Advisors
Maryland
$257K -$250K -2,825 -44%
MFG
157
Magnus Financial Group
New York
$250K +$309K +3,481 New
FBT
158
First Bank & Trust
South Dakota
$245K -$36.6K -413 -11%
US Bancorp
159
US Bancorp
Minnesota
$231K +$3.37K +38 +1%
SCM
160
Shelton Capital Management
Colorado
$229K – – –
Truist Financial
161
Truist Financial
North Carolina
$223K +$109K +1,230 +65%
CGH
162
Crossmark Global Holdings
Texas
$218K -$298K -3,360 -53%
JG
163
Jefferies Group
New York
$215K +$266K +2,997 New
BTS
164
BB&T Securities
Virginia
$213K -$12.9K -145 -5%
NA
165
Neuburgh Advisers
California
$206K – – –
HSBC Holdings
166
HSBC Holdings
United Kingdom
$204K +$252K +2,844 New
YMRC
167
Yorktown Management & Research Company
Virginia
$201K – – –
BTNA
168
Bremer Trust National Association
Minnesota
$191K -$6.47K -73 -3%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K – – –
AIP
170
Ameritas Investment Partners
Nebraska
$184K – – –
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$157K -$6.83K -77 -3%
EIM
172
Essex Investment Management
Massachusetts
$156K -$9.22K -104 -5%
Mitsubishi UFJ Asset Management
173
Mitsubishi UFJ Asset Management
Japan
$153K +$40.2K +453 +26%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$149K – – –
BAM
175
Barrett Asset Management
New York
$144K – – –
5 6
7
8 9

JBTM Hedge Fund Activity: Q4 2018 in Review

229 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2018, worth a combined $2.39B — down 41% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of JBTM and 28 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 77 added.

The largest buyer was Royce & Associates, adding an estimated $45.4M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 229 institutional investors held JBT Marel (JBTM) as of Q4 2018, down from 241 in Q3 2018.
  • Funds reported $2.39B of JBT Marel stock for Q4 2018, down 41% quarter-over-quarter.
  • 28 funds opened new JBT Marel positions in Q4 2018 and 40 closed out, a net change of -12 holders.
  • The largest JBT Marel buyer in Q4 2018 was Royce & Associates, an estimated $45.4M added.
  • The largest JBT Marel seller in Q4 2018 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2018.