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JBTM

JBT Marel

202 hedge funds and large institutions have $2.04B invested in JBT Marel in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $16K | Put options by funds: $2K

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

15% more capital invested

Capital invested by funds: $1.78B → $2.04B (+$261M)

0.05% more ownership

Funds ownership: 99.7%99.75% (+0.05%)

8% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 78

9% less funds holding

Funds holding: 223202 (-21)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

Holders
202
Holders Change
-21
Holders Change %
-9.42%
% of All Funds
5.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
15
Increased
72
Reduced
78
Closed
33
Calls
$16K
Puts
$2K
Net Calls
+$14K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$238M -$16.6M -248,070 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$162M +$3.01M +44,960 +2%
BFA
3
BlackRock Fund Advisors
California
$140M +$9.33M +139,573 +8%
Wells Fargo
4
Wells Fargo
California
$126M +$20M +298,559 +20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66M -$5.35M -79,997 -8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$64.8M -$13.6M -202,642 -18%
Artisan Partners
7
Artisan Partners
Wisconsin
$62.8M -$907K -13,557 -2%
BIT
8
BlackRock Institutional Trust
California
$58.5M -$878K -13,122 -2%
American Century Companies
9
American Century Companies
Missouri
$48.8M +$40.8M +610,049 +752%
KAM
10
Keeley Asset Management
Illinois
$45.6M -$7.93M -118,503 -15%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$43.4M -$904K -13,520 -2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$42.6M -$6.74M -100,771 -14%
State Street
13
State Street
Massachusetts
$42.5M +$1.73M +25,796 +4%
CCM
14
Channing Capital Management
Illinois
$41.5M +$3.69M +55,117 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$38.1M +$654K +9,779 +2%
CIP
16
Champlain Investment Partners
Vermont
$37.1M -$1.34M -20,075 -4%
RA
17
Royce & Associates
New York
$31.9M -$3.51M -52,500 -10%
JP Morgan Chase
18
JP Morgan Chase
New York
$31.1M -$769K -11,498 -3%
Victory Capital Management
19
Victory Capital Management
Texas
$30.3M +$28.7M +428,698 +31,615%
O
20
OppenheimerFunds
New York
$29.6M +$1.83M +27,348 +7%
Invesco
21
Invesco
Georgia
$28M +$23.4M +350,607 +758%
Northern Trust
22
Northern Trust
Illinois
$27.8M -$1.22M -18,236 -4%
Goldman Sachs
23
Goldman Sachs
New York
$27.1M +$23.6M +352,218 +1,124%
Allianz Asset Management
24
Allianz Asset Management
Germany
$25.6M +$2.99M +44,771 +14%
MFIMFI
25
Mesirow Financial Investment Management - Fixed Income
Illinois
$24.5M -$938K -14,020 -4%

JBTM Hedge Fund Activity: Q3 2016 in Review

202 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2016, worth a combined $2.04B — up 15% from $1.78B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of JBTM and 15 opened new positions — a net loss of 18 holders — while 78 trimmed existing stakes and 72 added.

The largest buyer was American Century Companies, adding an estimated $40.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.6M.

  • 202 institutional investors held JBT Marel (JBTM) as of Q3 2016, down from 223 in Q2 2016.
  • Funds reported $2.04B of JBT Marel stock for Q3 2016, up 15% quarter-over-quarter.
  • 15 funds opened new JBT Marel positions in Q3 2016 and 33 closed out, a net change of -18 holders.
  • The largest JBT Marel buyer in Q3 2016 was American Century Companies, an estimated $40.8M added.
  • The largest JBT Marel seller in Q3 2016 was T. Rowe Price Associates, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2016.