JBT Marel
JBTM
156 hedge funds and large institutions have $789M invested in JBT Marel in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 58 reducing their positions, and 16 closing their positions.
18% more capital invested
Capital invested by funds: $671M → $789M (+$118M)
0.24% less ownership
Funds ownership: 93.18% → 92.94% (-0.24%)
7% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 58
2% less funds holding
Funds holding: 159 → 156 (-3)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$27.6M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$6.45M |
| 3 |
RA
Royce & Associates
New York
|
+$4.47M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$4.08M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Ratan Capital Management
Miami Beach,
Florida
|
-$12.7M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$8.96M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$7.54M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$5.28M |
| 5 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$2.9M |
JBTM Hedge Fund Activity: Q4 2013 in Review
156 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2013, worth a combined $789M — up 18% from $671M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of JBTM and 14 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 54 added.
The largest buyer was Wellington Management Group, adding an estimated $27.6M. The largest seller was Ratan Capital Management, exiting entirely with an estimated $12.7M sold.
- 156 institutional investors held JBT Marel (JBTM) as of Q4 2013, down from 159 in Q3 2013.
- Funds reported $789M of JBT Marel stock for Q4 2013, up 18% quarter-over-quarter.
- 14 funds opened new JBT Marel positions in Q4 2013 and 16 closed out, a net change of -2 holders.
- The largest JBT Marel buyer in Q4 2013 was Wellington Management Group, an estimated $27.6M added.
- The largest JBT Marel seller in Q4 2013 was Ratan Capital Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q4 2013.