JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
61 hedge funds and large institutions have $826M invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
15% more funds holding
Funds holding: 53 → 61 (+8)
8% more capital invested
Capital invested by funds: $766M → $826M (+$60.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$5.14M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$4.92M |
| 3 |
First Eagle Investment Management
New York
|
+$2.1M |
| 4 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$1.63M |
| 5 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$18.5M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$11.9M |
| 3 |
M2MC
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
-$8.58M |
| 4 |
ACI
AB CarVal Investors
Minneapolis,
Minnesota
|
-$6.36M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.09M |
JPM.WS Hedge Fund Activity: Q4 2013 in Review
61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2013, worth a combined $826M — up 7.8% from $766M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JPM.WS positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was CI Investments Inc, adding an estimated $5.14M. The largest seller was Mackenzie Financial, cutting an estimated $18.5M.
- 61 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2013, up from 53 in Q3 2013.
- Funds reported $826M of JPMorgan Chase stock for Q4 2013, up 7.8% quarter-over-quarter.
- 12 funds opened new JPMorgan Chase positions in Q4 2013 and 4 closed out, a net change of +8 holders.
- The largest JPMorgan Chase buyer in Q4 2013 was CI Investments Inc, an estimated $5.14M added.
- The largest JPMorgan Chase seller in Q4 2013 was Mackenzie Financial, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2013.