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JBTM

JBT Marel
JBTM

229 hedge funds and large institutions have $2.39B invested in JBT Marel in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 77 increasing their positions, 79 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $1.37M

3% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 79

2.21% less ownership

Funds ownership: 107.67% → 105.46% (-2.2%)

5% less funds holding

Funds holding: 241 → 229 (-12)

30% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 40

41% less capital invested

Capital invested by funds: $4.06B → $2.39B (-$1.67B)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
5.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
77
Reduced
79
Closed
40
Calls
$3.83M
Puts
$1.37M
Net Calls
+$2.46M
Net Calls Change
+$7.76M

Top Buyers

1
RA
Royce & Associates
New York
+$45.4M
2
CCA
Conestoga Capital Advisors
Pennsylvania
+$18.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$14M
4
GIM
Granahan Investment Management
Massachusetts
+$11.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.67M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.2M
2
EIP
Epoch Investment Partners
New York
-$28.2M
3
Invesco
Invesco
Georgia
-$19.7M
4
Goldman Sachs
Goldman Sachs
New York
-$17.4M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$13.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$328M +$5.65M +63,770 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$281M -$8.46M -95,420 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M +$5.75M +64,834 +2%
ACH
4
ArrowMark Colorado Holdings
Colorado
$111M +$14M +158,006 +11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$106M +$185K +2,092 +0.1%
CIP
6
Champlain Investment Partners
Vermont
$71.9M +$1.68M +18,910 +2%
State Street
7
State Street
Massachusetts
$67.4M -$2.49M -28,131 -3%
EAM
8
Eagle Asset Management
Florida
$64.7M -$944K -10,651 -1%
Goldman Sachs
9
Goldman Sachs
New York
$62.8M -$17.4M -196,475 -18%
BAMCO Inc
10
BAMCO Inc
New York
$59.1M -$4.43M -50,000 -6%
RA
11
Royce & Associates
New York
$55.4M +$45.4M +512,402 +198%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$53.7M +$2.13M +23,983 +3%
CCA
13
Conestoga Capital Advisors
Pennsylvania
$51.1M +$18.3M +206,598 +41%
Artisan Partners
14
Artisan Partners
Wisconsin
$50M -$3.91M -44,087 -6%
CTA
15
Carillon Tower Advisers
Florida
$49.1M – – –
Invesco
16
Invesco
Georgia
$47.9M -$19.7M -221,823 -25%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$47.7M -$13.4M -150,693 -18%
WRF
18
Waddell & Reed Financial
Kansas
$42.1M -$622K -7,020 -1%
JP Morgan Chase
19
JP Morgan Chase
New York
$35.1M -$4.15M -46,825 -9%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$30.5M +$6.67M +75,241 +22%
Northern Trust
21
Northern Trust
Illinois
$30.2M -$318K -3,593 -0.8%
Ameriprise
22
Ameriprise
Minnesota
$30.1M +$4.18M +47,133 +13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$27.3M +$1.84M +20,739 +6%
Brown Advisory
24
Brown Advisory
Maryland
$26.4M +$121K +1,370 +0.4%
Wells Fargo
25
Wells Fargo
California
$26M -$3.26M -36,760 -9%
1
2 3 4 5

JBTM Hedge Fund Activity: Q4 2018 in Review

229 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2018, worth a combined $2.39B — down 41% from $4.06B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of JBTM and 28 opened new positions — a net loss of 12 holders — while 79 trimmed existing stakes and 77 added.

The largest buyer was Royce & Associates, adding an estimated $45.4M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 229 institutional investors held JBT Marel (JBTM) as of Q4 2018, down from 241 in Q3 2018.
  • Funds reported $2.39B of JBT Marel stock for Q4 2018, down 41% quarter-over-quarter.
  • 28 funds opened new JBT Marel positions in Q4 2018 and 40 closed out, a net change of -12 holders.
  • The largest JBT Marel buyer in Q4 2018 was Royce & Associates, an estimated $45.4M added.
  • The largest JBT Marel seller in Q4 2018 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q4 2018.