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JBTM

JBT Marel

256 hedge funds and large institutions have $3.82B invested in JBT Marel in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $6.31M

21% more capital invested

Capital invested by funds: $3.16B → $3.82B (+$665M)

4% more funds holding

Funds holding: 245256 (+11)

3.21% less ownership

Funds ownership: 108.18%104.97% (-3.2%)

12% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 97

Holders
256
Holders Change
+11
Holders Change %
+4.49%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
85
Reduced
97
Closed
24
Calls
$7.88M
Puts
$6.31M
Net Calls
+$1.56M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$564M +$24.2M +234,222 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$374M +$8.22M +79,679 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$258M -$8.48M -82,186 -3%
CIP
4
Champlain Investment Partners
Vermont
$193M +$14.8M +143,330 +9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$186M -$7.99M -77,523 -5%
JP Morgan Chase
6
JP Morgan Chase
New York
$130M +$1.21M +11,696 +1%
ACH
7
ArrowMark Colorado Holdings
Colorado
$124M -$40M -387,928 -26%
Artisan Partners
8
Artisan Partners
Wisconsin
$121M +$2.61M +25,322 +2%
State Street
9
State Street
Massachusetts
$112M +$3.07M +29,785 +3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$105M +$8.91M +86,430 +10%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$100M +$919K +8,907 +1%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$93.1M +$5.47M +53,051 +7%
RA
13
Royce & Associates
New York
$83.7M -$803K -7,789 -1%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$82.7M +$8.06M +78,121 +12%
BAMCO Inc
15
BAMCO Inc
New York
$82.6M -$2.4M -23,300 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$81.4M -$1.78M -17,267 -2%
Brown Advisory
17
Brown Advisory
Maryland
$67.2M +$2.74M +26,593 +5%
EAM
18
Eagle Asset Management
Florida
$56.5M -$5.86M -56,870 -10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$52.3M +$2.96M +28,736 +7%
Northern Trust
20
Northern Trust
Illinois
$46.1M -$1.2M -11,671 -3%
Norges Bank
21
Norges Bank
Norway
$38.7M +$4.14M +40,161 +13%
Wells Fargo
22
Wells Fargo
California
$38.1M -$846K -8,204 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$37.3M -$1.93M -18,726 -5%
KBC Group
24
KBC Group
Belgium
$37M
WRF
25
Waddell & Reed Financial
Kansas
$33.4M -$7.96M -77,237 -21%

JBTM Hedge Fund Activity: Q4 2020 in Review

256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JBT Marel (JBTM) for Q4 2020, worth a combined $3.82B — up 21% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JBTM positions and 24 closed out — a net gain of 11 holders — while 85 added to existing stakes and 97 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $28.7M. The largest seller was Janus Henderson Group, cutting an estimated $54.8M.

  • 256 institutional investors held JBT Marel (JBTM) as of Q4 2020, up from 245 in Q3 2020.
  • Funds reported $3.82B of JBT Marel stock for Q4 2020, up 21% quarter-over-quarter.
  • 35 funds opened new JBT Marel positions in Q4 2020 and 24 closed out, a net change of +11 holders.
  • The largest JBT Marel buyer in Q4 2020 was Capital World Investors, an estimated $28.7M added.
  • The largest JBT Marel seller in Q4 2020 was Janus Henderson Group, an estimated $54.8M sold.

Based on aggregated 13F filings for Q4 2020.