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JBTM

JBT Marel

223 hedge funds and large institutions have $1.78B invested in JBT Marel in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.58B → $1.78B (+$206M)

5% more funds holding

Funds holding: 212223 (+11)

3.23% more ownership

Funds ownership: 96.47%99.7% (+3.2%)

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less call options, than puts

Call options by funds: $52K | Put options by funds: $135K

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
80
Reduced
78
Closed
23
Calls
$52K
Puts
$135K
Net Calls
-$83K
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$24K -$11.3K -194 -34%
MA
202
MUFG Americas
New York
$17K +$9.93K +170 +148%
VCM
203
Versant Capital Management
Arizona
$15K -$350 -6 -2%
Group One Trading
204
Group One Trading
Illinois
$15K +$14.5K +249 New
GWM
205
Geneos Wealth Management
Colorado
$13K
IA
206
IFP Advisors
Florida
$12K +$8.52K +146 +270%
MAM
207
Meeder Asset Management
Ohio
$12K +$11.1K +190 New
MCM
208
McKinley Capital Management
Alaska
$11K -$4.28M -73,261 -100%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$10K
Bessemer Group
210
Bessemer Group
New Jersey
$9K
AC
211
Alexandria Capital
Virginia
$8K
CCS
212
Crosspoint Capital Strategies
California
$7K
CTC
213
Central Trust Company
Missouri
$6K
AG
214
Advisor Group
Arizona
$6K +$7.59K +130 New
CFA
215
Carroll Financial Associates
North Carolina
$5K
HMS
216
Hanseatic Management Services
New Mexico
$5K +$642 +11 +17%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$5K +$2.33K +40 +87%
MFS
218
MSI Financial Services
Massachusetts
$2K
TSW
219
Thompson Siegel & Walmsley
Virginia
$2K +$2.1K +36 New
Creative Planning
220
Creative Planning
Kansas
$1K -$4.32K -74 -76%
Federated Hermes
221
Federated Hermes
Pennsylvania
$1K
FWM
222
Focused Wealth Management
New York
$1K
QI
223
QS Investors
New York
$1K
CRCP
224
Copper Rock Capital Partners
Massachusetts
-$26M -461,611 Closed
Millennium Management
225
Millennium Management
New York
-$4.44M -78,671 Closed