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JBTM

JBT Marel

241 hedge funds and large institutions have $4.06B invested in JBT Marel in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 11

34% more capital invested

Capital invested by funds: $3.02B → $4.06B (+$1.04B)

13% more funds holding

Funds holding: 214241 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 107.98%107.67% (-0.32%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

34% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $15.7M

Holders
241
Holders Change
+27
Holders Change %
+12.62%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
70
Reduced
84
Closed
11
Calls
$10.4M
Puts
$15.7M
Net Calls
-$5.3M
Net Calls Change
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$538M +$15.1M +139,054 +3%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$477M -$31.8M -291,924 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$376M +$6.12M +56,258 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$176M -$15.2M -139,795 -9%
ACH
5
ArrowMark Colorado Holdings
Colorado
$165M -$2.14M -19,687 -1%
Goldman Sachs
6
Goldman Sachs
New York
$128M -$20.2M -185,522 -15%
CIP
7
Champlain Investment Partners
Vermont
$117M +$5.46M +50,185 +5%
State Street
8
State Street
Massachusetts
$115M +$5.48M +50,392 +5%
EAM
9
Eagle Asset Management
Florida
$109M -$969K -8,909 -1%
Invesco
10
Invesco
Georgia
$106M +$990K +9,098 +1%
BAMCO Inc
11
BAMCO Inc
New York
$104M
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$97.2M +$88.1M +809,569 +14,909%
Artisan Partners
13
Artisan Partners
Wisconsin
$88.4M +$5.8M +53,359 +8%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$86.4M +$503K +4,627 +0.6%
CTA
15
Carillon Tower Advisers
Florida
$81.6M
WRF
16
Waddell & Reed Financial
Kansas
$70.9M +$7.68M +70,612 +13%
JP Morgan Chase
17
JP Morgan Chase
New York
$63.9M +$4.53M +41,664 +8%
CCA
18
Conestoga Capital Advisors
Pennsylvania
$60.3M +$7.9M +72,637 +17%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$55.5M -$7.28M -66,888 -13%
Northern Trust
20
Northern Trust
Illinois
$50.5M +$1.1M +10,159 +2%
Wells Fargo
21
Wells Fargo
California
$47.6M -$7.84M -72,076 -15%
Ameriprise
22
Ameriprise
Minnesota
$44.4M -$3.69M -33,937 -8%
Brown Advisory
23
Brown Advisory
Maryland
$43.8M +$39.9M +366,919 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$42.8M +$1.26M +11,555 +3%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$41.7M +$9.97M +91,651 +36%

JBTM Hedge Fund Activity: Q3 2018 in Review

241 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q3 2018, worth a combined $4.06B — up 34% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JBTM positions and 11 closed out — a net gain of 30 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $88.1M. The largest seller was American Century Companies, cutting an estimated $56.6M.

  • 241 institutional investors held JBT Marel (JBTM) as of Q3 2018, up from 214 in Q2 2018.
  • Funds reported $4.06B of JBT Marel stock for Q3 2018, up 34% quarter-over-quarter.
  • 41 funds opened new JBT Marel positions in Q3 2018 and 11 closed out, a net change of +30 holders.
  • The largest JBT Marel buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $88.1M added.
  • The largest JBT Marel seller in Q3 2018 was American Century Companies, an estimated $56.6M sold.

Based on aggregated 13F filings for Q3 2018.