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JBTM

JBT Marel

163 hedge funds and large institutions have $992M invested in JBT Marel in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

9% more capital invested

Capital invested by funds: $909M → $992M (+$83.1M)

1% more funds holding

Funds holding: 162163 (+1)

0.24% less ownership

Funds ownership: 95.07%94.83% (-0.24%)

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
65
Reduced
57
Closed
13
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
$129M +$1.76M +53,160 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$93.9M -$1.3M -39,469 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$66.9M +$2.51M +75,937 +4%
KAM
4
Keeley Asset Management
Illinois
$62.5M -$2.96M -89,520 -5%
BFA
5
BlackRock Fund Advisors
California
$61.1M +$3.09M +93,540 +6%
RA
6
Royce & Associates
New York
$57.6M -$6.31M -191,140 -11%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$42.7M -$2.15M -65,221 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30.5M +$938K +28,403 +3%
RCM
9
Rutabaga Capital Management
Massachusetts
$27M -$1.45M -43,897 -5%
BIT
10
BlackRock Institutional Trust
California
$27M -$4.51M -136,642 -15%
GIM
11
Granahan Investment Management
Massachusetts
$24.1M +$1.76M +53,268 +9%
EIP
12
Epoch Investment Partners
New York
$23.3M -$593K -17,950 -3%
State Street
13
State Street
Massachusetts
$20.5M +$522K +15,812 +3%
FMA
14
Fiduciary Management Associates
Illinois
$20M -$237K -7,165 -1%
Northern Trust
15
Northern Trust
Illinois
$17.9M +$27.7K +839 +0.2%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$16.7M -$1.53M -46,275 -9%
Artisan Partners
17
Artisan Partners
Wisconsin
$13.7M +$12.7M +383,480 New
William Blair & Company
18
William Blair & Company
Illinois
$13.2M +$1.45M +43,791 +13%
RCMC
19
RK Capital Management (Colorado)
Colorado
$12.1M -$2.17M -65,732 -16%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$11.4M +$168K +5,073 +2%
TA
21
Teachers Advisors
New York
$10.1M +$1.79M +54,324 +24%
Ameriprise
22
Ameriprise
Minnesota
$9.57M -$59.9K -1,813 -0.7%
ACMM
23
Arbor Capital Management (Minnesota)
Minnesota
$9.44M -$168K -5,100 -2%
Norges Bank
24
Norges Bank
Norway
$9.32M -$680K -20,603 -7%
Wells Fargo
25
Wells Fargo
California
$8.57M +$1.8M +54,574 +29%

JBTM Hedge Fund Activity: Q1 2015 in Review

163 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q1 2015, worth a combined $992M — up 9.1% from $909M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JBTM positions and 13 closed out — a net gain of 3 holders — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $12.7M. The largest seller was Royce & Associates, cutting an estimated $6.31M.

  • 163 institutional investors held JBT Marel (JBTM) as of Q1 2015, up from 162 in Q4 2014.
  • Funds reported $992M of JBT Marel stock for Q1 2015, up 9.1% quarter-over-quarter.
  • 16 funds opened new JBT Marel positions in Q1 2015 and 13 closed out, a net change of +3 holders.
  • The largest JBT Marel buyer in Q1 2015 was Artisan Partners, an estimated $12.7M added.
  • The largest JBT Marel seller in Q1 2015 was Royce & Associates, an estimated $6.31M sold.

Based on aggregated 13F filings for Q1 2015.