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JBTM

JBT Marel

147 hedge funds and large institutions have $859M 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.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $789M → $859M (+$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: 22 (0)

6% less funds holding

Funds holding: 156147 (-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

Holders
147
Holders Change
-9
Holders Change %
-5.77%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
42
Reduced
61
Closed
24
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
$98.8M +$19M +624,150 +24%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$79.9M +$11M +360,508 +16%
KAM
3
Keeley Asset Management
Illinois
$65.1M -$3.48M -114,114 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.3M +$907K +29,756 +2%
RA
5
Royce & Associates
New York
$47.9M +$30.8M +1,010,517 +187%
BFA
6
BlackRock Fund Advisors
California
$47.3M +$478K +15,685 +1%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$35M +$13.4M +439,976 +63%
BIT
8
BlackRock Institutional Trust
California
$31.6M -$6.36M -208,703 -17%
HA
9
Heartland Advisors
Wisconsin
$27.4M -$10.7M -351,391 -28%
RCM
10
Rutabaga Capital Management
Massachusetts
$22.1M -$5.67M -186,080 -21%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$21.7M +$740K +24,278 +4%
Victory Capital Management
12
Victory Capital Management
Texas
$21.3M -$1.34M -44,075 -6%
CRM
13
Cramer Rosenthal McGlynn
Connecticut
$19.8M +$19.5M +639,425 New
State Street
14
State Street
Massachusetts
$18.5M -$572K -18,779 -3%
Northern Trust
15
Northern Trust
Illinois
$16.9M +$2.57M +84,467 +18%
RCMC
16
RK Capital Management (Colorado)
Colorado
$16.7M +$1.6M +52,450 +11%
WC
17
Walthausen & Co
New York
$15.8M -$6.36M -208,760 -29%
GIM
18
Granahan Investment Management
Massachusetts
$15.5M +$15.3M +502,569 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.2M -$586K -19,232 -5%
HCM
20
Hodges Capital Management
Texas
$11.1M +$1.24M +40,784 +13%
Norges Bank
21
Norges Bank
Norway
$7.53M
EIP
22
Epoch Investment Partners
New York
$6.82M +$842K +27,615 +14%
Renaissance Technologies
23
Renaissance Technologies
New York
$6.5M +$427K +14,004 +7%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.42M +$216K +7,095 +4%
PIM
25
Profit Investment Management
Maryland
$5.34M

JBTM Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2014, worth a combined $859M — 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 $859M 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.