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JBTM

JBT Marel

223 hedge funds and large institutions have $1.78B invested in JBT Marel in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $1.58B → $1.78B (+$206M)

5% more funds holding

Funds holding: 212223 (+11)

3.23% more ownership

Funds ownership: 96.47%99.7% (+3.2%)

3% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 78

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

61% less call options, than puts

Call options by funds: $52K | Put options by funds: $135K

Holders
223
Holders Change
+11
Holders Change %
+5.19%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
35
Increased
80
Reduced
78
Closed
23
Calls
$52K
Puts
$135K
Net Calls
-$83K
Net Calls Change
-$110K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$222M -$17.5M -300,480 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$138M -$7.29M -124,829 -5%
BFA
3
BlackRock Fund Advisors
California
$113M +$2.26M +38,790 +2%
Wells Fargo
4
Wells Fargo
California
$91M +$53.5M +916,365 +161%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$68.6M -$31.3M -536,471 -32%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$62.1M +$783K +13,406 +1%
Artisan Partners
7
Artisan Partners
Wisconsin
$55.3M +$4.13M +70,815 +9%
BIT
8
BlackRock Institutional Trust
California
$51.6M -$4.14M -70,964 -8%
KAM
9
Keeley Asset Management
Illinois
$46.8M -$11.4M -194,991 -20%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$43.2M -$6.3M -107,831 -13%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$38.5M +$6.88M +117,895 +23%
State Street
12
State Street
Massachusetts
$35.3M -$554K -9,496 -2%
RIM
13
RS Investment Management
California
$34.7M -$19.7M -337,691 -37%
CIP
14
Champlain Investment Partners
Vermont
$33.4M +$9.6M +164,370 +43%
CCM
15
Channing Capital Management
Illinois
$32.7M +$31.1M +533,450 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$32.5M +$818K +14,006 +3%
RA
17
Royce & Associates
New York
$30.9M -$5.92M -101,400 -17%
GIM
18
Granahan Investment Management
Massachusetts
$30.2M -$8.67M -148,440 -23%
JP Morgan Chase
19
JP Morgan Chase
New York
$27.7M +$2.78M +47,571 +12%
Northern Trust
20
Northern Trust
Illinois
$25.2M +$1.55M +26,467 +7%
CCI
21
Columbus Circle Investors
$24.2M +$16.5M +282,738 +252%
O
22
OppenheimerFunds
New York
$24M +$9.72M +166,555 +74%
MFIMFI
23
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.1M +$21.1M +360,722 New
CAM
24
Cortina Asset Management
Wisconsin
$20.9M +$2.25M +38,573 +13%
Allianz Asset Management
25
Allianz Asset Management
Germany
$19.5M +$17.5M +299,955 +1,659%