JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
53 hedge funds and large institutions have $766M invested in JPMorgan Chase in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 10 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
9% more capital invested
Capital invested by funds: $703M → $766M (+$62.7M)
7% less funds holding
Funds holding: 57 → 53 (-4)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M2MC
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
+$9.33M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$6.79M |
| 3 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$5.34M |
| 4 |
SFG
Sather Financial Group
Victoria,
Texas
|
+$3.92M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$30.1M |
| 2 |
NGA
New Generation Advisors
Manchester,
Massachusetts
|
-$7.16M |
| 3 |
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
-$3.57M |
| 4 |
ZDA
Zweig-DiMenna Associates
New York
|
-$2.9M |
| 5 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Creative Planning
Overland Park,
Kansas
| $59K | – | – | – |
|
52
Citadel Advisors
Miami,
Florida
| $55K | +$55.4K | +3,293 | New |
|
|
HCM
53
Highlander Capital Management
Short Hills,
New Jersey
| $50.3K | – | – | – |
|
|
S
54
SignatureFD
Atlanta,
Georgia
| $37K | +$31K | +1,844 | +517% |
|
|
FA
55
Financial Advantage
Columbia,
Maryland
| $3K | – | – | – |
|
|
NGA
56
New Generation Advisors
Manchester,
Massachusetts
| – | -$7.16M | -458,861 | Closed |
|
|
AIM
57
AMI Investment Management
Kendallville,
Indiana
| – | -$1.43M | -91,825 | Closed |
|
|
MCM
58
Maltese Capital Management
New York
| – | -$925K | -55,000 | Closed |
|
|
TS
59
Twin Securities
New York
| – | -$327K | -20,967 | Closed |
|
|
LCS
60
Levin Capital Strategies
New York
| – | -$297K | -19,028 | Closed |
|
|
TPM
61
T2 Partners Management
New York
| – | -$261K | -16,700 | Closed |
|
62
Bank of New York Mellon
New York
| – | -$251K | -16,100 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$12K | -750 | Closed |
|
64
Ameriprise
Minneapolis,
Minnesota
| – | -$3K | -200 | Closed |
|
JPM.WS Hedge Fund Activity: Q3 2013 in Review
53 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2013, worth a combined $766M — up 8.9% from $703M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 6 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 16 added.
The largest buyer was Matthew 25 Management Corp, adding an estimated $9.33M. The largest seller was Mackenzie Financial, cutting an estimated $30.1M.
- 53 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2013, down from 57 in Q2 2013.
- Funds reported $766M of JPMorgan Chase stock for Q3 2013, up 8.9% quarter-over-quarter.
- 6 funds opened new JPMorgan Chase positions in Q3 2013 and 10 closed out, a net change of -4 holders.
- The largest JPMorgan Chase buyer in Q3 2013 was Matthew 25 Management Corp, an estimated $9.33M added.
- The largest JPMorgan Chase seller in Q3 2013 was Mackenzie Financial, an estimated $30.1M sold.
Based on aggregated 13F filings for Q3 2013.