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JBTM

JBT Marel

226 hedge funds and large institutions have $2.96B invested in JBT Marel in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 65

16% more capital invested

Capital invested by funds: $2.55B → $2.96B (+$410M)

0.02% more ownership

Funds ownership: 108.64%108.66% (+0.02%)

2% less funds holding

Funds holding: 230226 (-4)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

31% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $3.64M

Holders
226
Holders Change
-4
Holders Change %
-1.74%
% of All Funds
4.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
99
Reduced
65
Closed
30
Calls
$2.49M
Puts
$3.64M
Net Calls
-$1.15M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
201
First Bank & Trust
South Dakota
$13K -$13.4K -173 -53%
EI
202
Ellevest Inc
New York
$12K +$2.25K +29 +26%
FHA
203
Flagship Harbor Advisors
Massachusetts
$9K
AF
204
Allworth Financial
California
$9K +$8.07K +104 New
AIC
205
Archer Investment Corporation
Indiana
$8.6K -$24.8K -320 -76%
GWM
206
Geneos Wealth Management
Colorado
$8K
VFA
207
Valeo Financial Advisors
Indiana
$8K
KPW
208
Kore Private Wealth
New York
$8K +$7.61K +98 New
CFA
209
Carroll Financial Associates
North Carolina
$7K
SF
210
Synovus Financial
Georgia
$7K
PFBT
211
Parkside Financial Bank & Trust
Missouri
$7K +$310 +4 +5%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$6K
APA
213
American Portfolios Advisors
New York
$3.7K
TWA
214
TCI Wealth Advisors
Arizona
$3K
CFGS
215
Concourse Financial Group Securities
Alabama
$3K +$854 +11 +44%
IFAM
216
Institutional & Family Asset Management
Colorado
$2K -$543 -7 -23%
BCA
217
Berman Capital Advisors
Georgia
$2K +$698 +9 +50%
TFO
218
Tarbox Family Office
California
$2K +$1.01K +13 +87%
AA
219
Ancora Advisors
Ohio
$1K
DCM
220
Davidson Capital Management
Texas
$1K
FWM
221
Focused Wealth Management
New York
$1K
JCM
222
Jacobi Capital Management
Pennsylvania
$1K
TFGT
223
TS Financial Group (TSFG)
Illinois
$1K
S
224
SignatureFD
Georgia
$1K +$1.16K +15 New
GIM
225
Granahan Investment Management
Massachusetts
-$8.19M -110,311 Closed