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JBTM

JBT Marel

288 hedge funds and large institutions have $3.34B invested in JBT Marel in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 102

5% more capital invested

Capital invested by funds: $3.17B → $3.34B (+$168M)

0.01% more ownership

Funds ownership: 100.19%100.2% (+0.01%)

4% less funds holding

Funds holding: 299288 (-11)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

64% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $4.24M

Holders
288
Holders Change
-11
Holders Change %
-3.68%
% of All Funds
4.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
113
Reduced
102
Closed
43
Calls
$1.51M
Puts
$4.24M
Net Calls
-$2.73M
Net Calls Change
-$3.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$538M -$5.6M -56,202 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$370M +$3.17M +31,798 +0.9%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$168M +$4.55M +45,710 +3%
CIP
4
Champlain Investment Partners
Vermont
$162M +$11.2M +112,035 +8%
State Street
5
State Street
Massachusetts
$129M +$1.95M +19,578 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$125M +$31.5M +315,958 +36%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$97.2M +$625K +6,272 +0.7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$93.5M +$13.3M +133,425 +18%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$85.2M -$379K -3,804 -0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$79.6M +$2.99M +29,980 +4%
RA
11
Royce & Associates
New York
$77.1M +$217K +2,177 +0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$72.4M +$2.29M +22,996 +3%
PCP
13
P2 Capital Partners
New York
$68.3M +$9.46M +95,000 +17%
BAMCO Inc
14
BAMCO Inc
New York
$68.2M +$12.4M +125,000 +24%
JP Morgan Chase
15
JP Morgan Chase
New York
$66.4M +$3.3M +33,147 +6%
Brown Advisory
16
Brown Advisory
Maryland
$57.7M -$8.71M -87,491 -14%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$45.4M -$3.02M -30,306 -7%
Charles Schwab
18
Charles Schwab
California
$38M +$1.2M +12,065 +3%
Northern Trust
19
Northern Trust
Illinois
$35.4M -$986K -9,901 -3%
Morgan Stanley
20
Morgan Stanley
New York
$34.9M -$53.9M -541,043 -62%
UBS AM
21
UBS AM
Illinois
$34.7M +$198K +1,990 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$34.5M -$476K -4,777 -1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$32.6M -$7.53M -75,613 -20%
Bank of America
24
Bank of America
North Carolina
$32.4M +$5.38M +53,991 +21%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$30.3M -$1.43M -14,380 -5%