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JBTM

JBT Marel

214 hedge funds and large institutions have $3.02B invested in JBT Marel in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 92 increasing their positions, 71 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 71

1.4% more ownership

Funds ownership: 106.58%107.98% (+1.4%)

9% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $2.11M

15% less funds holding

Funds holding: 251214 (-37)

21% less capital invested

Capital invested by funds: $3.81B → $3.02B (-$791M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

76% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 49

Holders
214
Holders Change
-37
Holders Change %
-14.74%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
12
Increased
92
Reduced
71
Closed
49
Calls
$2.3M
Puts
$2.11M
Net Calls
+$192K
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sutton Wealth Advisors
Florida
$72.6K
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$70K
BC
178
Bartlett & Co
Ohio
$61K
BCWM
179
Bartlett & Co Wealth Management
Ohio
$60.6K
QCG
180
Quadrant Capital Group
Ohio
$57K
IDBONY
181
Israel Discount Bank of New York
New York
$33K
ASN
182
Advisory Services Network
Georgia
$32K +$20.3K +208 +293%
Russell Investments Group
183
Russell Investments Group
United Kingdom
$29K -$4.51M -46,190 -99%
HR
184
Howe & Rusling
New York
$29K
AssetMark Inc
185
AssetMark Inc
California
$27K
FHA
186
First Horizon Advisors
Tennessee
$26K
EIP
187
Epoch Investment Partners
New York
$24.4K -$694K -7,115 -3%
OIA
188
OneDigital Investment Advisors
Kansas
$22K
GWM
189
Geneos Wealth Management
Colorado
$19K
SPIA
190
Steward Partners Investment Advisory
New York
$19K
SIAS
191
Shine Investment Advisory Services
Colorado
$18K +$2.73K +28 +16%
VCM
192
Versant Capital Management
Arizona
$15K
RFC
193
Regions Financial Corp
Alabama
$13K +$11.1K +114 +345%
Citigroup
194
Citigroup
New York
$12K -$130K -1,335 -91%
IFAM
195
Institutional & Family Asset Management
Colorado
$12K
FHA
196
Flagship Harbor Advisors
Massachusetts
$12K +$13.2K +135 New
SWM
197
SeaCrest Wealth Management
New York
$11K
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$11K +$12.1K +124 New
RCAG
199
Rehmann Capital Advisory Group
Michigan
$10.1K +$1.66K +17 +18%
FCB
200
First Command Bank
Texas
$9K