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JFC

JPMorgan China Region Fund, Inc.

Delisted

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

25 hedge funds and large institutions have $70M invested in JPMorgan China Region Fund, Inc. in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

25% more funds holding

Funds holding: 2025 (+5)

6% more capital invested

Capital invested by funds: $65.9M → $70M (+$4.07M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
7
Reduced
4
Closed
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
$37.9M +$916K +60,565 +3%
Lazard Asset Management
2
Lazard Asset Management
New York
$20.2M +$160K +10,600 +0.8%
KIM
3
Karpus Investment Management
New York
$4.12M -$61.2K -4,045 -1%
1CP
4
1607 Capital Partners
Virginia
$2.26M +$18.8K +1,242 +0.8%
BIC
5
Beach Investment Counsel
Pennsylvania
$1.21M
GFM
6
Gramercy Funds Management
Connecticut
$1.2M +$111K +7,353 +10%
AG
7
Ashmore Group
United Kingdom
$1.01M
SFS
8
Shaker Financial Services
Virginia
$553K
DA
9
Doliver Advisors
Texas
$270K -$165K -10,930 -38%
IAM
10
Integre Asset Management
New York
$263K
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$215K -$37.8K -2,500 -15%
WIL
12
Winifred I. Li
$193K
CL
13
CSS LLC
Illinois
$156K +$156K +10,298 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$129K +$124K +8,227 +3,176%
CLOS
15
Compagnie Lombard Odier SCmA
Switzerland
$51K +$50.9K +3,361 New
Citigroup
16
Citigroup
New York
$48K +$44.5K +2,943 +1,258%
Morgan Stanley
17
Morgan Stanley
New York
$45K +$44.6K +2,945 New
Creative Planning
18
Creative Planning
Kansas
$31K
MFS
19
MSI Financial Services
Massachusetts
$27K
U
20
UBS
Switzerland
$25K
WEC
21
Winslow Evans & Crocker
Massachusetts
$20K +$19.8K +1,306 New
JFA
22
JNBA Financial Advisors
Minnesota
$17K -$12.6K -833 -43%
TRCT
23
Tower Research Capital (TRC)
New York
$14K +$5.6K +370 +70%
Bank of America
24
Bank of America
North Carolina
$5K
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.3K +86 New

JFC Hedge Fund Activity: Q4 2013 in Review

25 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in JPMorgan China Region Fund, Inc. (JFC) for Q4 2013, worth a combined $70M — up 6.2% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JFC positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $916K. The largest seller was Doliver Advisors, cutting an estimated $165K.

  • 25 institutional investors held JPMorgan China Region Fund, Inc. (JFC) as of Q4 2013, up from 20 in Q3 2013.
  • Funds reported $70M of JPMorgan China Region Fund, Inc. stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 5 funds opened new JPMorgan China Region Fund, Inc. positions in Q4 2013 and 0 closed out, a net change of +5 holders.
  • The largest JPMorgan China Region Fund, Inc. buyer in Q4 2013 was City of London Investment Management, an estimated $916K added.
  • The largest JPMorgan China Region Fund, Inc. seller in Q4 2013 was Doliver Advisors, an estimated $165K sold.

Based on aggregated 13F filings for Q4 2013.