We are live on ! Find out more
JBTM

JBT Marel

246 hedge funds and large institutions have $3.08B invested in JBT Marel in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

29% more capital invested

Capital invested by funds: $2.39B → $3.08B (+$690M)

7% more funds holding

Funds holding: 229246 (+17)

1.02% more ownership

Funds ownership: 105.46%106.48% (+1%)

24% less call options, than puts

Call options by funds: $3.7M | Put options by funds: $4.86M

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
5.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
87
Reduced
66
Closed
18
Calls
$3.7M
Puts
$4.86M
Net Calls
-$1.16M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$30K +$14.7K +174 +112%
Citigroup
202
Citigroup
New York
$27K -$606K -7,179 -96%
FHA
203
First Horizon Advisors
Tennessee
$27K
ASN
204
Advisory Services Network
Georgia
$26K -$2.96K -35 -11%
AssetMark Inc
205
AssetMark Inc
California
$26K
OIA
206
OneDigital Investment Advisors
Kansas
$23K
FHB
207
First Hawaiian Bank
Hawaii
$23K +$21.5K +254 New
VCM
208
Versant Capital Management
Arizona
$21K +$5.57K +66 +40%
GWM
209
Geneos Wealth Management
Colorado
$19K
SIAS
210
Shine Investment Advisory Services
Colorado
$18K -$1.6K -19 -9%
IDBONY
211
Israel Discount Bank of New York
New York
$17K
TWA
212
TCI Wealth Advisors
Arizona
$13K
IFAM
213
Institutional & Family Asset Management
Colorado
$12K
S
214
SignatureFD
Georgia
$11K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$11K +$10.6K +125 New
EI
216
Ellevest Inc
New York
$10K
FCB
217
First Command Bank
Texas
$10K
FCFS
218
First Command Financial Services
Texas
$10K
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$10K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$9K -$14.3K -169 -64%
CFA
221
Carroll Financial Associates
North Carolina
$8K
SF
222
Synovus Financial
Georgia
$8K
CAM
223
Cresset Asset Management
Illinois
$7K
CHP
224
Cable Hill Partners
Oregon
$6K
MNBTD
225
Moody National Bank Trust Division
Texas
$6K