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JBTM

JBT Marel

202 hedge funds and large institutions have $2.04B invested in JBT Marel in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $16K | Put options by funds: $2K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

15% more capital invested

Capital invested by funds: $1.78B → $2.04B (+$261M)

0.05% more ownership

Funds ownership: 99.7%99.75% (+0.05%)

8% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 78

9% less funds holding

Funds holding: 223202 (-21)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

Holders
202
Holders Change
-21
Holders Change %
-9.42%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
15
Increased
72
Reduced
78
Closed
33
Calls
$16K
Puts
$2K
Net Calls
+$14K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$51K
QCG
177
Quadrant Capital Group
Ohio
$51K
BC
178
Bartlett & Co
Ohio
$48K
GXMC
179
Global X Management Company
New York
$41K +$38.7K +578 New
Barclays
180
Barclays
United Kingdom
$39K +$37.6K +562 New
MCM
181
McKinley Capital Management
Alaska
$32K +$18.7K +279 +155%
LAM
182
Lebenthal Asset Management
New York
$31K +$29.1K +435 New
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$29K +$1.4K +21 +6%
MA
184
MUFG Americas
New York
$20K
VCM
185
Versant Capital Management
Arizona
$17K +$134 +2 +0.8%
IA
186
IFP Advisors
Florida
$17K +$2.61K +39 +20%
MFS
187
MSI Financial Services
Massachusetts
$17K +$13K +194 +485%
GWM
188
Geneos Wealth Management
Colorado
$15K
FPFS
189
First Personal Financial Services
North Carolina
$11K +$10.8K +162 New
Bessemer Group
190
Bessemer Group
New Jersey
$10K
AC
191
Alexandria Capital
Virginia
$9K
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$8K -$3.34K -50 -30%
CCS
193
Crosspoint Capital Strategies
California
$8K
CTC
194
Central Trust Company
Missouri
$7K
TCIM
195
TIAA CREF Investment Management
New York
$6.34K -$2.23M -33,401 -27%
CFA
196
Carroll Financial Associates
North Carolina
$6K
HMS
197
Hanseatic Management Services
New Mexico
$4K -$1.6K -24 -32%
Creative Planning
198
Creative Planning
Kansas
$2K
FWM
199
Focused Wealth Management
New York
$1K
QI
200
QS Investors
New York
$1K

JBTM Hedge Fund Activity: Q3 2016 in Review

202 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2016, worth a combined $2.04B — up 15% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of JBTM and 15 opened new positions — a net loss of 18 holders — while 78 trimmed existing stakes and 72 added.

The largest buyer was American Century Companies, adding an estimated $40.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.6M.

  • 202 institutional investors held JBT Marel (JBTM) as of Q3 2016, down from 223 in Q2 2016.
  • Funds reported $2.04B of JBT Marel stock for Q3 2016, up 15% quarter-over-quarter.
  • 15 funds opened new JBT Marel positions in Q3 2016 and 33 closed out, a net change of -18 holders.
  • The largest JBT Marel buyer in Q3 2016 was American Century Companies, an estimated $40.8M added.
  • The largest JBT Marel seller in Q3 2016 was T. Rowe Price Associates, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2016.