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

Top Sellers

1
EAM
Eagle Asset Management
Florida
$146M
2
AL
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
Norges Bank
Norway
$1.6B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
CEI
376
Clark Estates Inc
New York
$29.9M +$409K +7,000 +1%
AR
377
Advisory Research
Illinois
$29.5M -$766K -13,096 -3%
WF
378
Welch & Forbes
Massachusetts
$29.4M +$206K +3,520 +0.7%
MC
379
Martin Currie
United Kingdom
$29.3M +$6.12M +104,600 +26%
AIA
380
Affinity Investment Advisors
California
$29.2M -$1.54M -26,300 -5%
PRCM
381
Pine River Capital Management
Minnesota
$28.9M +$20.8M +355,868 +257%
ALA
382
Atherton Lane Advisers
California
$28.6M +$118K +2,010 +0.4%
AIA
383
Avalon Investment & Advisory
Texas
$28.1M -$14.6K -249 -0.1%
WJA
384
Williams Jones & Associates
New York
$28M +$7.66M +130,955 +38%
DCLA
385
Douglas C. Lane & Associates
New York
$27.8M -$975K -16,667 -3%
MOACM
386
Mutual of America Capital Management
New York
$27.7M -$493K -8,431 -2%
HT
387
HAP Trading
New York
$27.6M +$26.8M +458,603 +3,472%
WT
388
Washington Trust
Rhode Island
$27.6M -$3.22M -55,084 -10%
CFB
389
Cullen/Frost Bankers
Texas
$27.5M +$111K +1,892 +0.4%
SBH
390
Segall Bryant & Hamill
Illinois
$27.3M -$547K -9,353 -2%
MC
391
Muhlenkamp & Co
Pennsylvania
$26.7M +$526K +9,000 +2%
SMDAM
392
Sumitomo Mitsui DS Asset Management
Japan
$26.4M -$2.03M -34,707 -7%
Daiwa Securities Group
393
Daiwa Securities Group
Japan
$26.2M -$2.91M -49,800 -10%
DCMA
394
Daiwa Capital Markets America
New York
$26.2M +$26.2M +448,120 New
BVDMP
395
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$26.1M – – –
LMIM
396
Lockheed Martin Investment Management
Maryland
$26M +$13.6M +232,000 +109%
QI
397
QS Investors
New York
$25.6M -$7M -119,632 -21%
LWCA
398
Locust Wood Capital Advisers
New York
$25.6M +$1.28M +21,840 +5%
WA
399
Wasatch Advisors
Utah
$25.5M -$2.42M -41,386 -9%
TU
400
TDAM USA
Ontario, Canada
$25.5M -$18.7M -320,043 -42%
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