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JBTM

JBT Marel

191 hedge funds and large institutions have $1.4B invested in JBT Marel in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $483K | Put options by funds: $105K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $1.08B → $1.4B (+$319M)

6% more funds holding

Funds holding: 180191 (+11)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

0.38% less ownership

Funds ownership: 96.82%96.44% (-0.38%)

Holders
191
Holders Change
+11
Holders Change %
+6.11%
% of All Funds
5.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
66
Reduced
62
Closed
19
Calls
$483K
Puts
$105K
Net Calls
+$378K
Net Calls Change
+$378K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$181M -$2.41M -53,094 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M +$5.82M +128,108 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$91.9M -$26.8M -590,315 -24%
BFA
4
BlackRock Fund Advisors
California
$91.1M +$4.53M +99,620 +6%
KAM
5
Keeley Asset Management
Illinois
$59.9M -$5.93M -130,447 -10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.4M +$2.39M +52,517 +6%
RIM
7
RS Investment Management
California
$46M +$42M +923,440 New
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$44.4M -$11.8M -258,934 -23%
RA
9
Royce & Associates
New York
$44.2M -$23.5M -517,390 -37%
Artisan Partners
10
Artisan Partners
Wisconsin
$42.3M -$1.11M -24,426 -3%
BIT
11
BlackRock Institutional Trust
California
$40.5M +$1.79M +39,353 +5%
EIP
12
Epoch Investment Partners
New York
$35.4M +$772K +17,000 +2%
GIM
13
Granahan Investment Management
Massachusetts
$32.4M -$5.85M -128,791 -17%
State Street
14
State Street
Massachusetts
$28.4M -$546K -12,016 -2%
Wells Fargo
15
Wells Fargo
California
$26.3M +$10.5M +231,161 +78%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$23.1M +$21.1M +463,858 New
JP Morgan Chase
17
JP Morgan Chase
New York
$22.4M +$16.8M +369,930 +460%
Northern Trust
18
Northern Trust
Illinois
$20.4M -$1.7M -37,415 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$18.9M -$1.08M -23,775 -6%
CAM
20
Cortina Asset Management
Wisconsin
$18.9M +$2.68M +58,965 +18%
CIP
21
Champlain Investment Partners
Vermont
$15.7M +$1.54M +33,834 +12%
TA
22
Teachers Advisors
New York
$15.3M +$389K +8,555 +3%
RCMC
23
RK Capital Management (Colorado)
Colorado
$14.3M -$2.32M -51,100 -15%
Norges Bank
24
Norges Bank
Norway
$13M
Ameriprise
25
Ameriprise
Minnesota
$10.5M +$621K +13,678 +7%

JBTM Hedge Fund Activity: Q4 2015 in Review

191 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2015, worth a combined $1.4B — up 30% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JBTM positions and 19 closed out — a net gain of 12 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was RS Investment Management, opening a new position worth an estimated $42M. The largest seller was Wellington Management Group, cutting an estimated $26.8M.

  • 191 institutional investors held JBT Marel (JBTM) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.4B of JBT Marel stock for Q4 2015, up 30% quarter-over-quarter.
  • 31 funds opened new JBT Marel positions in Q4 2015 and 19 closed out, a net change of +12 holders.
  • The largest JBT Marel buyer in Q4 2015 was RS Investment Management, an estimated $42M added.
  • The largest JBT Marel seller in Q4 2015 was Wellington Management Group, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2015.