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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
FC
176
Ferris Capital
Massachusetts
$118K – – –
AG
177
Advisor Group
Arizona
$102K +$19.4K +219 +18%
PA
178
Parallel Advisors
California
$101K – – –
CBT
179
Capital Bank & Trust
California
$96K – – –
WT
180
Whittier Trust
California
$72K – – –
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$65.3K -$82.2K -927 -50%
LIA
182
LS Investment Advisors
Michigan
$65K -$59.3K -669 -43%
SWA
183
Sutton Wealth Advisors
Florida
$58.7K – – –
Marshall Wace
184
Marshall Wace
United Kingdom
$51K +$63.2K +713 New
BC
185
Bartlett & Co
Ohio
$49K – – –
BCWM
186
Bartlett & Co Wealth Management
Ohio
$49K – – –
SEI Investments
187
SEI Investments
Pennsylvania
$48K +$3.72K +42 +7%
QCG
188
Quadrant Capital Group
Ohio
$44K – – –
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$39K +$11.9K +134 +33%
OAM
190
Oppenheimer Asset Management
New York
$36K +$44.9K +507 New
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K +$12.1K +137 +62%
Fidelity Investments
192
Fidelity Investments
Massachusetts
$25K -$41.2M -464,655 -100%
HR
193
Howe & Rusling
New York
$23K -$3.19K -36 -10%
Russell Investments Group
194
Russell Investments Group
United Kingdom
$23K – – –
ASN
195
Advisory Services Network
Georgia
$23K +$3.46K +39 +14%
FHA
196
First Horizon Advisors
Tennessee
$21K – – –
AssetMark Inc
197
AssetMark Inc
California
$20K -$1.68K -19 -6%
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
OIA
199
OneDigital Investment Advisors
Kansas
$18K – – –
SIAS
200
Shine Investment Advisory Services
Colorado
$16K +$3.72K +42 +24%
6 7
8
9 10

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.