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, 15 increasing their positions, 10 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 15 | 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 |
JPM.WS Hedge Fund Activity: Q3 2013 in Review
53 of the 3,096 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 15 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.