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JBTM

JBT Marel
JBTM

232 hedge funds and large institutions have $3.14B invested in JBT Marel in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 61

41% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $4.05M

14% more capital invested

Capital invested by funds: $2.77B → $3.14B (+$376M)

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

1.53% more ownership

Funds ownership: 99.94% → 101.47% (+1.5%)

1% more funds holding

Funds holding: 230 → 232 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
106
Reduced
61
Closed
29
Calls
$5.71M
Puts
$4.05M
Net Calls
+$1.66M
Net Calls Change
+$1.84M

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$22.7M
2
EAM
Eagle Asset Management
Florida
+$14.9M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$12.8M
4
FA
Friess Associates
Delaware
+$11.2M
5
Wells Fargo
Wells Fargo
California
+$9.5M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$16.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$10.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.95M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$8.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$361M -$3.14M -35,406 -1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$325M +$4.59M +51,664 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$276M +$4.79M +53,907 +2%
Wells Fargo
4
Wells Fargo
California
$163M +$9.5M +106,955 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$102M +$4.79M +53,975 +5%
Goldman Sachs
6
Goldman Sachs
New York
$78.2M -$4.01M -45,151 -5%
Invesco
7
Invesco
Georgia
$77.5M +$6M +67,564 +9%
State Street
8
State Street
Massachusetts
$76.1M +$4.61M +51,939 +7%
Artisan Partners
9
Artisan Partners
Wisconsin
$73.2M -$2.51M -28,269 -4%
EAM
10
Eagle Asset Management
Florida
$71.4M +$14.9M +168,142 +30%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$68M +$375K +4,228 +0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$67.9M -$9.95M -112,096 -14%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$51.9M +$1.52M +17,161 +3%
American Century Companies
14
American Century Companies
Missouri
$50.9M +$1.42M +15,940 +3%
CCM
15
Channing Capital Management
Illinois
$50.2M -$6.13M -69,021 -12%
ACH
16
ArrowMark Colorado Holdings
Colorado
$49.3M +$12.8M +144,719 +40%
WRF
17
Waddell & Reed Financial
Kansas
$47.7M +$36.4K +410 +0.1%
KTA
18
Keeley-Teton Advisors
Illinois
$47.1M -$3.09M -34,804 -7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$45.9M +$205K +2,309 +0.5%
CIP
20
Champlain Investment Partners
Vermont
$44.1M +$583K +6,571 +1%
O
21
OppenheimerFunds
New York
$42.3M -$854K -9,620 -2%
Northern Trust
22
Northern Trust
Illinois
$41.3M +$2.99M +33,691 +9%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$40.3M -$1.45M -16,383 -4%
BAMCO Inc
24
BAMCO Inc
New York
$39.2M +$8.88M +100,000 +33%
AllianceBernstein
25
AllianceBernstein
Tennessee
$38.2M +$1.54M +17,355 +5%
1
2 3 4 5

JBTM Hedge Fund Activity: Q2 2017 in Review

232 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q2 2017, worth a combined $3.14B — up 14% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new JBTM positions and 29 closed out — a net gain of 3 holders — while 106 added to existing stakes and 61 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $22.7M. The largest seller was Victory Capital Management, cutting an estimated $16.7M.

  • 232 institutional investors held JBT Marel (JBTM) as of Q2 2017, up from 230 in Q1 2017.
  • Funds reported $3.14B of JBT Marel stock for Q2 2017, up 14% quarter-over-quarter.
  • 32 funds opened new JBT Marel positions in Q2 2017 and 29 closed out, a net change of +3 holders.
  • The largest JBT Marel buyer in Q2 2017 was GW&K Investment Management, an estimated $22.7M added.
  • The largest JBT Marel seller in Q2 2017 was Victory Capital Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q2 2017.