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JBTM

JBT Marel

230 hedge funds and large institutions have $2.48B invested in JBT Marel in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 66 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $2.04B → $2.48B (+$435M)

14% more funds holding

Funds holding: 202230 (+28)

0.82% less ownership

Funds ownership: 99.75%98.92% (-0.82%)

25% less call options, than puts

Call options by funds: $547K | Put options by funds: $725K

26% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 89

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
230
Holders Change
+28
Holders Change %
+13.86%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
49
Increased
66
Reduced
89
Closed
19
Calls
$547K
Puts
$725K
Net Calls
-$178K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$276M -$13M -159,840 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M +$5.33M +65,342 +3%
BFA
3
BlackRock Fund Advisors
California
$193M +$21.3M +261,326 +13%
Wells Fargo
4
Wells Fargo
California
$124M -$28M -342,637 -19%
BIT
5
BlackRock Institutional Trust
California
$83.2M +$11.3M +138,540 +17%
Goldman Sachs
6
Goldman Sachs
New York
$76.3M +$41.1M +503,882 +131%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$72.8M -$7.17M -87,840 -9%
Artisan Partners
8
Artisan Partners
Wisconsin
$69.9M -$6.23M -76,392 -9%
Invesco
9
Invesco
Georgia
$64.4M +$28.7M +352,097 +89%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$62.2M -$15.8M -194,201 -21%
State Street
11
State Street
Massachusetts
$54.8M +$2.85M +34,960 +6%
American Century Companies
12
American Century Companies
Missouri
$54M -$5.1M -62,488 -9%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$52.4M -$495K -6,070 -1%
CCM
14
Channing Capital Management
Illinois
$52.1M +$1.4M +17,203 +3%
KAM
15
Keeley Asset Management
Illinois
$49.2M -$6.08M -74,555 -12%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$48M +$1.53M +18,783 +3%
CIP
17
Champlain Investment Partners
Vermont
$44.4M -$724K -8,880 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$41.7M +$3.6M +44,141 +10%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$38M -$13.2M -162,103 -27%
O
20
OppenheimerFunds
New York
$36.1M +$101K +1,233 +0.3%
RA
21
Royce & Associates
New York
$33.9M -$4.68M -57,400 -13%
Northern Trust
22
Northern Trust
Illinois
$32.4M -$1.34M -16,400 -4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$30.9M +$25.3M +310,423 +631%
WRF
24
Waddell & Reed Financial
Kansas
$30M +$21.6M +264,330 +310%
Victory Capital Management
25
Victory Capital Management
Texas
$29.8M -$6.83M -83,670 -19%