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JPM.PRC

JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC
JPM.PRC

Delisted

JPM.PRC was delisted on the 27th of February, 2015.

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12 hedge funds and large institutions have $8.41M invested in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 13 → 12 (-1)

8% less capital invested

Capital invested by funds: $9.15M → $8.41M (-$742K)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QAM
QCI Asset Management
New York
+$115K
2
Ameriprise
Ameriprise
Minnesota
+$9.41K
3
TCOV
Trust Company of Vermont
Vermont
+$5.13K
4
FBB
Fulton Breakefield Broenniman
Maryland
+$128

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$426K
2
RIG
Roosevelt Investment Group
New York
-$231K
3
MCM
Maryland Capital Management
Maryland
-$103K
4
BWAM
Boyd Watterson Asset Management
Ohio
-$71.2K
5
HCM
Highlander Capital Management
New Jersey
-$12.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$2.59M -$231K -9,000 -8%
LG
2
LaFleur & Godfrey
Michigan
$2.01M – – –
MCM
3
Maryland Capital Management
Maryland
$1.13M -$103K -4,000 -8%
FBB
4
Fulton Breakefield Broenniman
Maryland
$972K +$128 +5 +0%
BWAM
5
Boyd Watterson Asset Management
Ohio
$914K -$71.2K -2,775 -7%
CIA
6
CCM Investment Advisers
South Carolina
$205K – – –
CAM
7
Cypress Asset Management
Texas
$203K – – –
SC
8
Saturna Capital
Washington
$127K – – –
QAM
9
QCI Asset Management
New York
$114K +$115K +4,500 New
Ameriprise
10
Ameriprise
Minnesota
$113K +$9.41K +367 +9%
GT
11
Glenmede Trust
Pennsylvania
$23K – – –
TCOV
12
Trust Company of Vermont
Vermont
$5K +$5.13K +200 New
KIA
13
KCM Investment Advisors
California
– -$426K -16,750 Closed
HCM
14
Highlander Capital Management
New Jersey
– -$12.7K -500 Closed

JPM.PRC Hedge Fund Activity: Q4 2013 in Review

12 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) for Q4 2013, worth a combined $8.41M — down 8.1% from $9.15M a quarter earlier.

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

The largest buyer was QCI Asset Management, opening a new position worth an estimated $115K. The largest seller was KCM Investment Advisors, exiting entirely with an estimated $426K sold.

  • 12 institutional investors held JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC (JPM.PRC) as of Q4 2013, down from 13 in Q3 2013.
  • Funds reported $8.41M of JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC stock for Q4 2013, down 8.1% quarter-over-quarter.
  • 2 funds opened new JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC positions in Q4 2013 and 3 closed out, a net change of -1 holder.
  • The largest JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC buyer in Q4 2013 was QCI Asset Management, an estimated $115K added.
  • The largest JPMORGAN CHASE CAPITAL XXIX 6.70% CAP SEC SERIES CC seller in Q4 2013 was KCM Investment Advisors, an estimated $426K sold.

Based on aggregated 13F filings for Q4 2013.