JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
56 hedge funds and large institutions have $979M invested in JPMorgan Chase in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 10 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $873M → $979M (+$106M)
5% less funds holding
Funds holding: 59 → 56 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$51.8M |
| 2 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$38.2M |
| 3 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
+$14.9M |
| 4 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
+$8.44M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Castle Creek Arbitrage
Avon,
Colorado
|
-$23.9M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$17.1M |
| 3 |
SPC
Silver Point Capital
Greenwich,
Connecticut
|
-$13.2M |
| 4 |
ACI
AB CarVal Investors
Minneapolis,
Minnesota
|
-$11.3M |
| 5 |
Goldman Sachs
New York
|
-$4.67M |
JPM.WS Hedge Fund Activity: Q1 2015 in Review
56 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2015, worth a combined $979M — up 12% from $873M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 7 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $51.8M. The largest seller was Castle Creek Arbitrage, exiting entirely with an estimated $23.9M sold.
- 56 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2015, down from 59 in Q4 2014.
- Funds reported $979M of JPMorgan Chase stock for Q1 2015, up 12% quarter-over-quarter.
- 7 funds opened new JPMorgan Chase positions in Q1 2015 and 10 closed out, a net change of -3 holders.
- The largest JPMorgan Chase buyer in Q1 2015 was Brave Warrior Advisors, an estimated $51.8M added.
- The largest JPMorgan Chase seller in Q1 2015 was Castle Creek Arbitrage, an estimated $23.9M sold.
Based on aggregated 13F filings for Q1 2015.