JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
59 hedge funds and large institutions have $873M invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
8% more capital invested
Capital invested by funds: $806M → $873M (+$67.2M)
2% more funds holding
Funds holding: 58 → 59 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
+$22M |
| 2 |
CCA
Castle Creek Arbitrage
Avon,
Colorado
|
+$7.47M |
| 3 |
Goldman Sachs
New York
|
+$4.38M |
| 4 |
TB
Terril Brothers
St. Louis,
Missouri
|
+$2.96M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AB CarVal Investors
Minneapolis,
Minnesota
|
-$7.49M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$7.32M |
| 3 |
WFI
West Family Investments
Carlsbad,
California
|
-$2.12M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$2.01M |
| 5 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
-$742K |
JPM.WS Hedge Fund Activity: Q4 2014 in Review
59 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2014, worth a combined $873M — up 8.3% from $806M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPM.WS positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Chou Associates Management, opening a new position worth an estimated $22M. The largest seller was AB CarVal Investors, cutting an estimated $7.49M.
- 59 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2014, up from 58 in Q3 2014.
- Funds reported $873M of JPMorgan Chase stock for Q4 2014, up 8.3% quarter-over-quarter.
- 7 funds opened new JPMorgan Chase positions in Q4 2014 and 4 closed out, a net change of +3 holders.
- The largest JPMorgan Chase buyer in Q4 2014 was Chou Associates Management, an estimated $22M added.
- The largest JPMorgan Chase seller in Q4 2014 was AB CarVal Investors, an estimated $7.49M sold.
Based on aggregated 13F filings for Q4 2014.