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JBTM

JBT Marel

230 hedge funds and large institutions have $2.48B invested in JBT Marel in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $2.04B → $2.48B (+$435M)

14% more funds holding

Funds holding: 202230 (+28)

0.82% less ownership

Funds ownership: 99.75%98.92% (-0.82%)

25% less call options, than puts

Call options by funds: $547K | Put options by funds: $725K

26% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 89

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
49
Increased
66
Reduced
89
Closed
19
Calls
$547K
Puts
$725K
Net Calls
-$178K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
201
Barclays
United Kingdom
$81K +$31.7K +388 +69%
SWA
202
Sutton Wealth Advisors
Florida
$70.8K -$2.37K -29 -3%
NA
203
Neuburgh Advisers
California
$69K +$65.3K +800 New
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$64K
QCG
205
Quadrant Capital Group
Ohio
$63K -$326 -4 -0.5%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$61K -$326 -4 -0.6%
BC
207
Bartlett & Co
Ohio
$59K
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$52K +$17.3K +212 +53%
CF
209
CenterStar Fund
Illinois
$40K
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$27K +$27.1K +332 New
VCM
211
Versant Capital Management
Arizona
$21K -$408 -5 -2%
IA
212
IFP Advisors
Florida
$21K
GWM
213
Geneos Wealth Management
Colorado
$18K
SPIA
214
Steward Partners Investment Advisory
New York
$16K +$16K +196 New
BIG
215
Bellwether Investment Group
Tennessee
$15K +$14.4K +177 New
FPFS
216
First Personal Financial Services
North Carolina
$14K
Bessemer Group
217
Bessemer Group
New Jersey
$12K
AC
218
Alexandria Capital
Virginia
$11K
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$10K
CTC
220
Central Trust Company
Missouri
$9K
CCS
221
Crosspoint Capital Strategies
California
$7K -$2.53K -31 -27%
CFA
222
Carroll Financial Associates
North Carolina
$7K
HMS
223
Hanseatic Management Services
New Mexico
$4K
CG
224
Cutler Group
California
$3K -$84K -1,029 -97%
OFW
225
Omnia Family Wealth
Florida
$3K +$2.77K +34 New