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JBTM

JBT Marel

256 hedge funds and large institutions have $3.82B invested in JBT Marel in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $6.31M

21% more capital invested

Capital invested by funds: $3.16B → $3.82B (+$665M)

4% more funds holding

Funds holding: 245256 (+11)

3.21% less ownership

Funds ownership: 108.18%104.97% (-3.2%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
85
Reduced
97
Closed
24
Calls
$7.88M
Puts
$6.31M
Net Calls
+$1.56M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$187K -$2.65M -25,727 -94%
PHK
202
Point72 Hong Kong
Hong Kong
$173K -$8.15K -79 -5%
PI
203
PEAK6 Investments
Illinois
$172K -$930K -9,023 -86%
SG Americas Securities
204
SG Americas Securities
New York
$155K +$141K +1,364 New
Macquarie Group
205
Macquarie Group
Australia
$141K
FTDI
206
First Trust Direct Indexing
Massachusetts
$121K +$110K +1,064 New
WT
207
Whittier Trust
California
$114K
Group One Trading
208
Group One Trading
Illinois
$101K
SWA
209
Sutton Wealth Advisors
Florida
$93K
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$92K -$105K -1,017 -56%
BC
211
Bartlett & Co
Ohio
$78K
BCWM
212
Bartlett & Co Wealth Management
Ohio
$77.7K
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$75K +$2.78K +27 +4%
Federated Hermes
214
Federated Hermes
Pennsylvania
$73K +$12.8K +124 +24%
QCG
215
Quadrant Capital Group
Ohio
$70K +$206 +2 +0.3%
ASN
216
Advisory Services Network
Georgia
$63K -$36.9K -358 -40%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$45K +$40.6K +394 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$41K -$5.88K -57 -14%
LSA
219
Leonteq Securities AG
Switzerland
$38.7K +$35.1K +340 New
AIC
220
Archer Investment Corporation
Indiana
$34.2K +$20.6K +200 +200%
SFS
221
Sowell Financial Services
Arkansas
$30K +$5.16K +50 +24%
SPIA
222
Steward Partners Investment Advisory
New York
$24K +$1.24K +12 +6%
VCG
223
Vantage Consulting Group
Virginia
$22K +$20.3K +197 New
PCG
224
Private Capital Group
Connecticut
$21K -$1.34K -13 -7%
IA
225
IndexIQ Advisors
New York
$19K -$5.16K -50 -23%

JBTM Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2020, worth a combined $3.82B — up 21% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JBTM positions and 24 closed out — a net gain of 11 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $28.7M. The largest seller was Janus Henderson Group, cutting an estimated $54.8M.

  • 256 institutional investors held JBT Marel (JBTM) as of Q4 2020, up from 245 in Q3 2020.
  • Funds reported $3.82B of JBT Marel stock for Q4 2020, up 21% quarter-over-quarter.
  • 35 funds opened new JBT Marel positions in Q4 2020 and 24 closed out, a net change of +11 holders.
  • The largest JBT Marel buyer in Q4 2020 was Capital World Investors, an estimated $28.7M added.
  • The largest JBT Marel seller in Q4 2020 was Janus Henderson Group, an estimated $54.8M sold.

Based on aggregated 13F filings for Q4 2020.