We are live on ! Find out more
JBTM

JBT Marel

325 hedge funds and large institutions have $5.2B invested in JBT Marel in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 84 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

924% more call options, than puts

Call options by funds: $21.1M | Put options by funds: $2.06M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

51% more capital invested

Capital invested by funds: $3.44B → $5.2B (+$1.76B)

51% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 84

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

18.88% more ownership

Funds ownership: 109.57%128.45% (+19%)

5% more funds holding

Funds holding: 311325 (+14)

Holders
325
Holders Change
+14
Holders Change %
+4.5%
% of All Funds
4.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
127
Reduced
84
Closed
44
Calls
$21.1M
Puts
$2.06M
Net Calls
+$19M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$468K +$94.5K +819 +29%
Vontobel Holding
202
Vontobel Holding
Switzerland
$454K -$280K -2,430 -40%
LCM
203
Landscape Capital Management
New Jersey
$437K -$1M -8,677 -72%
ECM
204
Everence Capital Management
Indiana
$426K -$227K -1,970 -37%
BEAM
205
Baker Ellis Asset Management
Washington
$412K -$11.5K -100 -3%
II
206
Inspire Investing
Idaho
$402K -$120K -1,038 -25%
X
207
Xponance
Pennsylvania
$396K +$120K +1,042 +50%
QCM
208
QRG Capital Management
Illinois
$385K +$6.23K +54 +2%
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$379K +$344K +2,978 New
PA
210
Procyon Advisors
Connecticut
$372K -$220K -1,908 -39%
Lido Advisors
211
Lido Advisors
California
$368K +$84.1K +729 +34%
HWM
212
Hohimer Wealth Management
Washington
$352K +$17.3K +150 +6%
BIM
213
Bridges Investment Management
Nebraska
$352K
Mariner
214
Mariner
Kansas
$349K +$48.8K +423 +18%
SA
215
Sanctuary Advisors
Indiana
$336K -$1.15K -10 -0.4%
EWM
216
Empirical Wealth Management
Washington
$332K
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$325K -$24.8K -215 -8%
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$323K +$10.5K +91 +4%
SC
219
Shay Capital
New York
$318K +$288K +2,500 New
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$284K +$258K +2,233 New
WA
221
Wealth Alliance
New York
$283K +$2.42K +21 +1%
CL
222
Choreo LLC
Illinois
$281K +$254K +2,204 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$275K +$6.58K +57 +3%
NSEDCP
224
NJ State Employees Deferred Compensation Plan
New Jersey
$275K
HFM
225
Harvest Fund Management
China
$273K +$248K +2,148 New

JBTM Hedge Fund Activity: Q4 2024 in Review

325 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2024, worth a combined $5.2B — up 51% from $3.44B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new JBTM positions and 44 closed out — a net gain of 22 holders — while 127 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $108M. The largest seller was Champlain Investment Partners, cutting an estimated $47.2M.

  • 325 institutional investors held JBT Marel (JBTM) as of Q4 2024, up from 311 in Q3 2024.
  • Funds reported $5.2B of JBT Marel stock for Q4 2024, up 51% quarter-over-quarter.
  • 66 funds opened new JBT Marel positions in Q4 2024 and 44 closed out, a net change of +22 holders.
  • The largest JBT Marel buyer in Q4 2024 was BlackRock, an estimated $108M added.
  • The largest JBT Marel seller in Q4 2024 was Champlain Investment Partners, an estimated $47.2M sold.

Based on aggregated 13F filings for Q4 2024.