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JBTM

JBT Marel

270 hedge funds and large institutions have $2.72B invested in JBT Marel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.23% less ownership

Funds ownership: 101.68%99.44% (-2.2%)

4% less funds holding

Funds holding: 281270 (-11)

15% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 108

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

24% less capital invested

Capital invested by funds: $3.56B → $2.72B (-$841M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

80% less call options, than puts

Call options by funds: $594K | Put options by funds: $3.04M

Holders
270
Holders Change
-11
Holders Change %
-3.91%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
29
Increased
92
Reduced
108
Closed
36
Calls
$594K
Puts
$3.04M
Net Calls
-$2.44M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$158K -$13.1K -123 -6%
NIMI
202
Natixis Investment Managers International
France
$120K
DP
203
Dundas Partners
United Kingdom
$115K
SO
204
STRS Ohio
Ohio
$111K -$212K -2,000 -61%
WT
205
Whittier Trust
California
$86K
Ohio Public Employees Retirement System (OPERS)
206
Ohio Public Employees Retirement System (OPERS)
Ohio
$80K +$7.64K +72 +8%
SWA
207
Sutton Wealth Advisors
Florida
$70.4K -$743 -7 -0.8%
GWSG
208
GPS Wealth Strategies Group
Colorado
$68K
HIA
209
Harbor Investment Advisory
Maryland
$65K
QCG
210
Quadrant Capital Group
Ohio
$59K +$9.55K +90 +15%
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$58K -$83.9K -791 -54%
VanEck Associates
212
VanEck Associates
New York
$44K
Lazard Asset Management
213
Lazard Asset Management
New York
$38K
AIC
214
Archer Investment Corporation
Indiana
$36.7K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$36K -$9.97K -94 -18%
BC
216
Bartlett & Co
Ohio
$36K -$9.97K -94 -18%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$36K +$6.16K +58 +16%
SPIA
218
Steward Partners Investment Advisory
New York
$32K
TWM
219
Tradition Wealth Management
Minnesota
$32K +$39.5K +372 New
WFA
220
Wipfli Financial Advisors
Wisconsin
$32K +$39.8K +375 New
LSA
221
Leonteq Securities AG
Switzerland
$26.7K -$8.7K -82 -21%
LC
222
Lindbrook Capital
California
$25K -$6.58K -62 -18%
OLVIG
223
Oliver Lagore Vanvalin Investment Group
Michigan
$22K
JEST
224
JTC Employer Solutions Trustee
Jersey
$20K
AIP
225
Almanack Investment Partners
Pennsylvania
$19K +$24K +226 New