JBT Marel
JBTM
147 hedge funds and large institutions have $860M invested in JBT Marel in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 61 reducing their positions, and 24 closing their positions.
9% more capital invested
Capital invested by funds: $789M → $860M (+$70.4M)
2.56% more ownership
Funds ownership: 92.94% → 95.5% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 156 → 147 (-9)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
31% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$30.8M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$19.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$19M |
| 4 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$15.3M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$26.8M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
-$14.8M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$10.7M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$6.36M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$6.36M |
JBTM Hedge Fund Activity: Q1 2014 in Review
147 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2014, worth a combined $860M — up 8.9% from $789M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of JBTM and 17 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 42 added.
The largest buyer was Royce & Associates, adding an estimated $30.8M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $26.8M sold.
- 147 institutional investors held JBT Marel (JBTM) as of Q1 2014, down from 156 in Q4 2013.
- Funds reported $860M of JBT Marel stock for Q1 2014, up 8.9% quarter-over-quarter.
- 17 funds opened new JBT Marel positions in Q1 2014 and 24 closed out, a net change of -7 holders.
- The largest JBT Marel buyer in Q1 2014 was Royce & Associates, an estimated $30.8M added.
- The largest JBT Marel seller in Q1 2014 was Shapiro Capital Management, an estimated $26.8M sold.
Based on aggregated 13F filings for Q1 2014.