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JFC

JPMorgan China Region Fund, Inc.

Delisted

JFC was delisted on the 10th of July, 2017.

20 hedge funds and large institutions have $65.9M invested in JPMorgan China Region Fund, Inc. in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

12% more capital invested

Capital invested by funds: $58.9M → $65.9M (+$7.03M)

9% less funds holding

Funds holding: 2220 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
1
City of London Investment Management
United Kingdom
$35.4M +$19.9K +1,413 +0.1%
Lazard Asset Management
2
Lazard Asset Management
New York
$19.4M +$756K +53,700 +4%
KIM
3
Karpus Investment Management
New York
$4.04M +$162K +11,477 +4%
1CP
4
1607 Capital Partners
Virginia
$2.16M +$7.2K +511 +0.3%
BIC
5
Beach Investment Counsel
Pennsylvania
$1.17M
GFM
6
Gramercy Funds Management
Connecticut
$1.05M +$31.1K +2,206 +3%
AG
7
Ashmore Group
United Kingdom
$975K -$49.8K -3,533 -5%
SFS
8
Shaker Financial Services
Virginia
$534K
DA
9
Doliver Advisors
Texas
$420K -$64.2K -4,556 -14%
IAM
10
Integre Asset Management
New York
$254K
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$244K
WIL
12
Winifred I. Li
$186K
Creative Planning
13
Creative Planning
Kansas
$30K
JFA
14
JNBA Financial Advisors
Minnesota
$29K +$27.4K +1,947 New
MFS
15
MSI Financial Services
Massachusetts
$26K
U
16
UBS
Switzerland
$24K
TRCT
17
Tower Research Capital (TRC)
New York
$8K +$6.06K +430 +430%
Bank of America
18
Bank of America
North Carolina
$5K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$4K
Citigroup
20
Citigroup
New York
$3K -$7.01K -498 -68%
WAM
21
Wolverine Asset Management
Illinois
-$173K -13,132 Closed
JP Morgan Chase
22
JP Morgan Chase
New York
-$147K -11,135 Closed
CW
23
Cobiz Wealth
Colorado
-$46K -3,476 Closed

JFC Hedge Fund Activity: Q3 2013 in Review

20 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in JPMorgan China Region Fund, Inc. (JFC) for Q3 2013, worth a combined $65.9M — up 12% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JFC and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Lazard Asset Management, adding an estimated $756K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $173K sold.

  • 20 institutional investors held JPMorgan China Region Fund, Inc. (JFC) as of Q3 2013, down from 22 in Q2 2013.
  • Funds reported $65.9M of JPMorgan China Region Fund, Inc. stock for Q3 2013, up 12% quarter-over-quarter.
  • 1 fund opened new JPMorgan China Region Fund, Inc. positions in Q3 2013 and 3 closed out, a net change of -2 holders.
  • The largest JPMorgan China Region Fund, Inc. buyer in Q3 2013 was Lazard Asset Management, an estimated $756K added.
  • The largest JPMorgan China Region Fund, Inc. seller in Q3 2013 was Wolverine Asset Management, an estimated $173K sold.

Based on aggregated 13F filings for Q3 2013.