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JPMorgan Chase
JPM

Overview Fund Activity

1,729 hedge funds and large institutions have $164B invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 649 increasing their positions, 693 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+136
Holders Change %
+8.54%
% of All Funds
50.22%
Holding in Top 10
403
Holding in Top 10 Change
+63
Holding in Top 10 Change %
+18.53%
% of All Funds
11.7%
New
222
Increased
649
Reduced
693
Closed
67
Calls
$2.2B
Puts
$2.71B
Net Calls
-$510M
Net Calls Change
-$439M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
226
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$81.8M +$8.39M +143,400 +11%
DC
227
Davenport & Co
Virginia
$80.4M +$1.54M +26,305 +2%
HNB
228
Huntington National Bank
Ohio
$79.6M +$573K +9,800 +0.7%
ERSOT
229
Employees Retirement System of Texas
Texas
$78.3M -$5.42M -92,700 -6%
GF
230
Gabelli Funds
New York
$78.3M -$1.5M -25,588 -2%
TSU
231
TD Securities (USA)
New York
$77.6M +$2.19M +37,481 +3%
SCP
232
Seizert Capital Partners
Michigan
$76M +$2.31M +39,541 +3%
GI
233
GAMCO Investors
Connecticut
$75.6M -$2.12M -36,294 -3%
MSA
234
Mason Street Advisors
Wisconsin
$73.9M +$19.1M +326,039 +35%
RJA
235
Raymond James & Associates
Florida
$73.4M +$18.5M +315,898 +34%
Macquarie Group
236
Macquarie Group
Australia
$72.5M +$4.39M +75,146 +6%
Luther King Capital Management (LKCM)
237
Luther King Capital Management (LKCM)
Texas
$71.9M -$1.81M -30,899 -2%
CNB
238
City National Bank
California
$71.3M +$10.7M +182,826 +18%
Cohen & Steers
239
Cohen & Steers
New York
$70.5M -$25.7M -440,300 -27%
GT
240
Glenmede Trust
Pennsylvania
$70M -$14.1M -241,394 -17%
AM
241
Appaloosa Management
Florida
$69.7M +$4.44M +76,000 +7%
DnB Asset Management
242
DnB Asset Management
Norway
$69.6M +$13.9M +237,072 +25%
WBC
243
Westpac Banking Corp
Australia
$69.3M -$9.06M -154,915 -12%
OI
244
Oakbrook Investments
Illinois
$69.2M -$5.16M -88,290 -7%
HEIP
245
Hudson Edge Investment Partners
New Jersey
$66.6M +$3.44M +58,742 +5%
SIM
246
Stelliam Investment Management
New York
$65.9M +$1.9M +32,500 +3%
AC
247
Ascend Capital
California
$65.7M -$1.54M -26,269 -2%
KIG
248
Kovitz Investment Group
Illinois
$65.3M +$64.3M +1,099,971 +6,526%
HCM
249
Huber Capital Management
California
$65.2M +$14.3M +244,600 +28%
SCM
250
Snow Capital Management
Pennsylvania
$63.2M +$15.8M +269,477 +33%
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