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JBTM

JBT Marel
JBTM

232 hedge funds and large institutions have $3.14B invested in JBT Marel in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 61

41% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $4.05M

14% more capital invested

Capital invested by funds: $2.77B → $3.14B (+$376M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.53% more ownership

Funds ownership: 99.94% → 101.47% (+1.5%)

1% more funds holding

Funds holding: 230 → 232 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
106
Reduced
61
Closed
29
Calls
$5.71M
Puts
$4.05M
Net Calls
+$1.66M
Net Calls Change
+$1.84M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$22.7M
2
EAM
Eagle Asset Management
Florida
+$14.9M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$12.8M
4
FA
Friess Associates
Delaware
+$11.2M
5
Wells Fargo
Wells Fargo
California
+$9.5M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$16.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.95M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$130K +$10.1K +114 +9%
OAM
202
Oppenheimer Asset Management
New York
$113K +$41.4K +466 +68%
GT
203
Glenmede Trust
Pennsylvania
$111K – – –
WT
204
Whittier Trust
California
$98K – – –
HR
205
Howe & Rusling
New York
$98K +$88.8K +1,000 New
SWA
206
Sutton Wealth Advisors
Florida
$80.1K – – –
BC
207
Bartlett & Co
Ohio
$67K – – –
QCG
208
Quadrant Capital Group
Ohio
$60K -$9.06K -102 -14%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$54K -$14.7K -166 -23%
FHA
210
First Horizon Advisors
Tennessee
$32K +$24.8K +279 +367%
AssetMark Inc
211
AssetMark Inc
California
$31K +$28.4K +320 New
AIM
212
Acrospire Investment Management
Illinois
$26K +$23.7K +267 New
OIA
213
OneDigital Investment Advisors
Kansas
$25K +$22.2K +250 New
IA
214
IFP Advisors
Florida
$24K – – –
GWM
215
Geneos Wealth Management
Colorado
$20K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$19K – – –
FMA
217
FNY Managed Accounts
New York
$19K +$17.8K +200 New
VCM
218
Versant Capital Management
Arizona
$18K -$1.33K -15 -7%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$15K +$1.6K +18 +13%
AC
220
Alexandria Capital
Virginia
$13K – – –
Bessemer Group
221
Bessemer Group
New Jersey
$13K – – –
SIAS
222
Shine Investment Advisory Services
Colorado
$12K +$11.1K +125 New
CTC
223
Central Trust Company
Missouri
$10K – – –
Group One Trading
224
Group One Trading
Illinois
$10K – – –
CFA
225
Carroll Financial Associates
North Carolina
$9K – – –
7 8
9
10 11

JBTM Hedge Fund Activity: Q2 2017 in Review

232 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2017, worth a combined $3.14B — up 14% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JBTM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 61 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $22.7M. The largest seller was Victory Capital Management, cutting an estimated $16.7M.

  • 232 institutional investors held JBT Marel (JBTM) as of Q2 2017, up from 230 in Q1 2017.
  • Funds reported $3.14B of JBT Marel stock for Q2 2017, up 14% quarter-over-quarter.
  • 32 funds opened new JBT Marel positions in Q2 2017 and 29 closed out, a net change of +3 holders.
  • The largest JBT Marel buyer in Q2 2017 was GW&K Investment Management, an estimated $22.7M added.
  • The largest JBT Marel seller in Q2 2017 was Victory Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2017.