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JCP

J.C. Penney Company, Inc.
JCP

Delisted

JCP was delisted on the 18th of May, 2020.

326 hedge funds and large institutions have $2.8B invested in J.C. Penney Company, Inc. in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 97 increasing their positions, 111 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $1.76B → $2.8B (+$1.03B)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 50

3% more funds holding

Funds holding: 316326 (+10)

13% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 111

78% less call options, than puts

Call options by funds: $122M | Put options by funds: $543M

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
8.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
97
Reduced
111
Closed
50
Calls
$122M
Puts
$543M
Net Calls
-$421M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
276
Geode Capital Management
Massachusetts
$21.2K +$1.04M +118,463 +7%
NYLT
277
New York Life Trust
New York
$21K +$17K +1,937 New
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$17K +$13.1K +1,500 New
JWA
279
JFS Wealth Advisors
Pennsylvania
$14K
DIA
280
Davidson Investment Advisors
Montana
$13K
LWM
281
Lenox Wealth Management
Ohio
$13K
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$12K +$7.59K +866 +433%
ECM
283
Estabrook Capital Management
New York
$11.1K
WAM
284
Wealthspire Advisors (Maryland)
Maryland
$11K -$2.73K -312 -24%
ANBT
285
American National Bank & Trust
Texas
$11K
CWM
286
Cranbrook Wealth Management
Michigan
$11K
FANJ
287
Financial Architects (New Jersey)
New Jersey
$11K +$8.76K +1,000 New
CCA
288
Checchi Capital Advisers
California
$11K +$8.86K +1,011 New
SIM
289
Sonora Investment Management
Arizona
$9.47K +$8.76K +1,000 New
HNB
290
Huntington National Bank
Ohio
$9K
ST
291
Smithfield Trust
Pennsylvania
$9K
TCOV
292
Trust Company of Vermont
Vermont
$8K
Bessemer Group
293
Bessemer Group
New Jersey
$7K +$491 +56 +11%
ATC
294
Adirondack Trust Company
New York
$6K
BFEC
295
Benjamin F. Edwards & Company
Missouri
$6K
AWM
296
Avior Wealth Management
Nebraska
$6K +$210 +24 +5%
WA
297
WealthTrust-Arizona
Arizona
$6K +$876 +100 +25%
AFIA
298
America First Investment Advisors
Nebraska
$6K +$4.38K +500 New
CAL
299
Capital Analysts LLC
Pennsylvania
$5.53K
FNYS
300
First New York Securities
New York
$5.53K +$4.38K +500 New

JCP Hedge Fund Activity: Q1 2016 in Review

326 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in J.C. Penney Company, Inc. (JCP) for Q1 2016, worth a combined $2.8B — up 59% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new JCP positions and 50 closed out — a net gain of 12 holders — while 97 added to existing stakes and 111 trimmed.

The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $43.8M. The largest seller was TIAA CREF Investment Management, cutting an estimated $36M.

  • 326 institutional investors held J.C. Penney Company, Inc. (JCP) as of Q1 2016, up from 316 in Q4 2015.
  • Funds reported $2.8B of J.C. Penney Company, Inc. stock for Q1 2016, up 59% quarter-over-quarter.
  • 62 funds opened new J.C. Penney Company, Inc. positions in Q1 2016 and 50 closed out, a net change of +12 holders.
  • The largest J.C. Penney Company, Inc. buyer in Q1 2016 was Chartwell Investment Partners, an estimated $43.8M added.
  • The largest J.C. Penney Company, Inc. seller in Q1 2016 was TIAA CREF Investment Management, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2016.