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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
KT
176
Kanaly Trust
Texas
$7K -$227 -5 -3%
AC
177
Alexandria Capital
Virginia
$7K
MFS
178
MSI Financial Services
Massachusetts
$7K +$1.82K +40 +40%
Bessemer Group
179
Bessemer Group
New Jersey
$7K +$4.5K +99 +236%
Creative Planning
180
Creative Planning
Kansas
$6K +$3.36K +74 +168%
PMFA
181
Plante Moran Financial Advisors
Michigan
$6K +$5.45K +120 New
CTC
182
Central Trust Company
Missouri
$5K
CFA
183
Carroll Financial Associates
North Carolina
$4K
Barclays
184
Barclays
United Kingdom
$3K -$20.6K -454 -89%
CFG
185
Citizens Financial Group
Rhode Island
$3K +$2.36K +52 New
HMS
186
Hanseatic Management Services
New Mexico
$3K +$2.86K +63 New
CHP
187
Cable Hill Partners
Oregon
$2K
S
188
SignatureFD
Georgia
$1K -$91 -2 -8%
FWM
189
Focused Wealth Management
New York
$1K
QI
190
QS Investors
New York
$1K +$273 +6 New
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$952 +$6.13K +135 +0.7%
RCM
192
Rutabaga Capital Management
Massachusetts
-$13.9M -363,155 Closed
Adage Capital Partners
193
Adage Capital Partners
Massachusetts
-$5.49M -143,484 Closed
FAM
194
Fenimore Asset Management
New York
-$3.19M -83,500 Closed
Barrow, Hanley, Mewhinney & Strauss
195
Barrow, Hanley, Mewhinney & Strauss
Texas
-$2.86M -74,825 Closed
LMGAM
196
Liberty Mutual Group Asset Management
Massachusetts
-$2.72M -71,077 Closed
CCMH
197
Cornerstone Capital Management Holdings
New York
-$1.32M -34,600 Closed
Citadel Advisors
198
Citadel Advisors
Florida
-$1.3M -33,889 Closed
CCM
199
Coe Capital Management
Illinois
-$1.03M -27,040 Closed
GC
200
Globeflex Capital
California
-$915K -23,920 Closed

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.