We are live on ! Find out more
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
MFW
301
Mosaic Family Wealth
Missouri
$5K
GAM
302
Gemmer Asset Management
California
$5K +$2.04K +233 +85%
BC
303
Bartlett & Co
Ohio
$4K
PRS
304
Pinkerton Retirement Specialists
Idaho
$4K
PMFA
305
Plante Moran Financial Advisors
Michigan
$4K
TWA
306
TCI Wealth Advisors
Arizona
$4K
DADC
307
D.A. Davidson & Co
Montana
$3K -$7.01K -800 -73%
NHFG
308
New Harbor Financial Group
Massachusetts
$3K
TFA
309
Transamerica Financial Advisors
Florida
$3K
MCA
310
Mercer Capital Advisers
New Jersey
$3K +$2.63K +300 New
N
311
Nuveen
North Carolina
$2.19K +$638K +72,800 +58%
ASN
312
Advisory Services Network
Georgia
$2K
LWA
313
Lowe Wealth Advisors
Maryland
$2K
TDC
314
Thompson Davis & Co
Virginia
$2K
HF
315
Hoxton Financial
West Virginia
$2K +$1.75K +200 New
CHC
316
City Holding Co
West Virginia
$1K
KTC
317
Kistler-Tiffany Companies
Pennsylvania
$1K
NSIM
318
North Star Investment Management
Illinois
$1K
QI
319
QS Investors
New York
$1K
KKAMG
320
Kernodle & Katon Asset Management Group
Arkansas
$1K +$482 +55 New
PCP
321
Proficio Capital Partners
Massachusetts
$1K +$718 +82 New
LP
322
LMR Partners
United Kingdom
$421 -$159K -18,176 -32%
AC
323
Armistice Capital
New York
-$9.06M -1,360,000 Closed
Credit Agricole
324
Credit Agricole
France
-$8.92M -1,339,459 Closed
DKCM
325
Davidson Kempner Capital Management
New York
-$6.66M -1,000,000 Closed

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.