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JBTM

JBT Marel

245 hedge funds and large institutions have $3.16B invested in JBT Marel in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more funds holding

Funds holding: 226245 (+19)

7% more capital invested

Capital invested by funds: $2.96B → $3.16B (+$193M)

7% more call options, than puts

Call options by funds: $6.42M | Put options by funds: $6.01M

0.48% less ownership

Funds ownership: 108.66%108.18% (-0.48%)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

Holders
245
Holders Change
+19
Holders Change %
+8.41%
% of All Funds
4.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
71
Reduced
88
Closed
17
Calls
$6.42M
Puts
$6.01M
Net Calls
+$412K
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$94K +$18.3K +191 +23%
WT
202
Whittier Trust
California
$92K
FC
203
FORA Capital
Florida
$83K +$86K +898 New
ASN
204
Advisory Services Network
Georgia
$83K +$86.6K +904 New
Group One Trading
205
Group One Trading
Illinois
$82K
SWA
206
Sutton Wealth Advisors
Florida
$75.1K
BC
207
Bartlett & Co
Ohio
$63K
BCWM
208
Bartlett & Co Wealth Management
Ohio
$62.7K
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$1.82K +19 +3%
QCG
210
Quadrant Capital Group
Ohio
$56K
Federated Hermes
211
Federated Hermes
Pennsylvania
$47K -$9.58K -100 -16%
QT
212
Quantbot Technologies
New York
$40K -$5.17K -54 -11%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$38K +$4.98K +52 +14%
IA
214
IndexIQ Advisors
New York
$20K -$23.5K -245 -53%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$19K -$13.3K -139 -40%
SFS
216
Sowell Financial Services
Arkansas
$19K
CMBA
217
C.M. Bidwell & Associates
Hawaii
$19K +$20.1K +210 New
SPIA
218
Steward Partners Investment Advisory
New York
$18K
PCG
219
Private Capital Group
Connecticut
$18K +$1.82K +19 +11%
EI
220
Ellevest Inc
New York
$12K -$1.25K -13 -9%
FBT
221
First Bank & Trust
South Dakota
$10K -$4.31K -45 -30%
AF
222
Allworth Financial
California
$10K
GWM
223
Geneos Wealth Management
Colorado
$10K
AIC
224
Archer Investment Corporation
Indiana
$9.19K
VFA
225
Valeo Financial Advisors
Indiana
$9K