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JBTM

JBT Marel

241 hedge funds and large institutions have $4.06B invested in JBT Marel in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

34% more capital invested

Capital invested by funds: $3.02B → $4.06B (+$1.04B)

13% more funds holding

Funds holding: 214241 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 107.98%107.67% (-0.32%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

34% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $15.7M

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
70
Reduced
84
Closed
11
Calls
$10.4M
Puts
$15.7M
Net Calls
-$5.3M
Net Calls Change
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$49K -$967K -8,888 -96%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$49K -$23.3K -214 -35%
HR
203
Howe & Rusling
New York
$43K +$3.92K +36 +11%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$39K
AssetMark Inc
205
AssetMark Inc
California
$36K
FHA
206
First Horizon Advisors
Tennessee
$35K
ASN
207
Advisory Services Network
Georgia
$33K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$31K +$28.6K +263 New
OIA
209
OneDigital Investment Advisors
Kansas
$30K
SPIA
210
Steward Partners Investment Advisory
New York
$26K
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K +$10.4K +96 +77%
GWM
212
Geneos Wealth Management
Colorado
$25K
IDBONY
213
Israel Discount Bank of New York
New York
$23K -$19.6K -180 -49%
SIAS
214
Shine Investment Advisory Services
Colorado
$21K -$2.94K -27 -13%
VCM
215
Versant Capital Management
Arizona
$20K
RFC
216
Regions Financial Corp
Alabama
$18K
IFAM
217
Institutional & Family Asset Management
Colorado
$16K
FHA
218
Flagship Harbor Advisors
Massachusetts
$15K -$979 -9 -7%
SWM
219
SeaCrest Wealth Management
New York
$14K
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$14K +$12.4K +114 New
FCB
221
First Command Bank
Texas
$13K
FCFS
222
First Command Financial Services
Texas
$13K
JA
223
JOYN Advisors
Georgia
$12K +$3.37K +31 +45%
NIT
224
NumerixS Investment Technologies
British Columbia, Canada
$12K +$10.9K +100 New
RCAG
225
Rehmann Capital Advisory Group
Michigan
$11.2K -$2.17K -20 -18%

JBTM Hedge Fund Activity: Q3 2018 in Review

241 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2018, worth a combined $4.06B — up 34% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JBTM positions and 11 closed out — a net gain of 30 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $88.1M. The largest seller was American Century Companies, cutting an estimated $56.6M.

  • 241 institutional investors held JBT Marel (JBTM) as of Q3 2018, up from 214 in Q2 2018.
  • Funds reported $4.06B of JBT Marel stock for Q3 2018, up 34% quarter-over-quarter.
  • 41 funds opened new JBT Marel positions in Q3 2018 and 11 closed out, a net change of +30 holders.
  • The largest JBT Marel buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $88.1M added.
  • The largest JBT Marel seller in Q3 2018 was American Century Companies, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2018.