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JBTM

JBT Marel

159 hedge funds and large institutions have $668M invested in JBT Marel in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

23% more capital invested

Capital invested by funds: $544M → $668M (+$125M)

5% more funds holding

Funds holding: 151159 (+8)

2.6% more ownership

Funds ownership: 90.58%93.18% (+2.6%)

9% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 54

Holders
159
Holders Change
+8
Holders Change %
+5.3%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
24
Increased
49
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$60.4M +$23.1M +988,850 +69%
KAM
2
Keeley Asset Management
Illinois
$55.5M +$2.26M +96,860 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41M +$930K +39,844 +2%
BIT
4
BlackRock Institutional Trust
California
$37.4M -$3.96M -169,743 -10%
BFA
5
BlackRock Fund Advisors
California
$37M +$2.03M +87,124 +6%
HA
6
Heartland Advisors
Wisconsin
$31.7M +$2.86M +122,594 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$30.6M +$3.07M +131,579 +12%
SCM
8
Shapiro Capital Management
Georgia
$23.2M -$37.4M -1,604,830 -63%
RCM
9
Rutabaga Capital Management
Massachusetts
$21.5M -$1.78M -76,230 -8%
WC
10
Walthausen & Co
New York
$18.2M +$3.53M +151,260 +26%
State Street
11
State Street
Massachusetts
$16.2M -$184K -7,902 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$16.2M +$459K +19,654 +3%
KIM
13
Kestrel Investment Management
California
$15.2M -$250K -10,700 -2%
Victory Capital Management
14
Victory Capital Management
Texas
$14.6M +$13.7M +587,725 New
RCM
15
Ratan Capital Management
Florida
$12.7M +$11.9M +512,028 New
Northern Trust
16
Northern Trust
Illinois
$11.5M -$250K -10,710 -2%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$11.5M +$3.15M +135,130 +41%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$10.4M +$296K +12,700 +3%
RCMC
19
RK Capital Management (Colorado)
Colorado
$9.95M +$9.33M +399,775 New
RA
20
Royce & Associates
New York
$9.42M -$70K -3,000 -0.8%
LSV Asset Management
21
LSV Asset Management
Illinois
$8.71M +$138K +5,904 +2%
Morgan Stanley
22
Morgan Stanley
New York
$7.61M -$53.6K -2,299 -0.7%
HCM
23
Hodges Capital Management
Texas
$7.4M +$2.63M +112,590 +61%
EIP
24
Epoch Investment Partners
New York
$6.96M -$206K -8,850 -3%
Norges Bank
25
Norges Bank
Norway
$6.07M