JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
66 hedge funds and large institutions have $709M invested in JPMorgan Chase in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 11 closing their positions.
40% more capital invested
Capital invested by funds: $506M → $709M (+$203M)
4% less funds holding
Funds holding: 69 → 66 (-3)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
72% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$129M |
| 2 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
+$44.6M |
| 3 |
Goldman Sachs
New York
|
+$22.6M |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
+$14.1M |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$71.7M |
| 2 |
ICM
Ionic Capital Management
New York
|
-$8.81M |
| 3 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$6.66M |
| 4 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$4.69M |
| 5 |
BWA
Brave Warrior Advisors
New York
|
-$4.18M |
JPM.WS Hedge Fund Activity: Q3 2016 in Review
66 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2016, worth a combined $709M — up 40% from $506M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JPM.WS and 8 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 7 added.
The largest buyer was CI Investments Inc, opening a new position worth an estimated $129M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $71.7M sold.
- 66 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2016, down from 69 in Q2 2016.
- Funds reported $709M of JPMorgan Chase stock for Q3 2016, up 40% quarter-over-quarter.
- 8 funds opened new JPMorgan Chase positions in Q3 2016 and 11 closed out, a net change of -3 holders.
- The largest JPMorgan Chase buyer in Q3 2016 was CI Investments Inc, an estimated $129M added.
- The largest JPMorgan Chase seller in Q3 2016 was First Eagle Investment Management, an estimated $71.7M sold.
Based on aggregated 13F filings for Q3 2016.