JPMorgan Chase
JPM
2,090 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2016 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 665 increasing their positions, 975 reducing their positions, and 62 closing their positions.
324% more first-time investments, than exits
New positions opened: 263 | Existing positions closed: 62
63% more funds holding in top 10
Funds holding in top 10: 382 → 621 (+239)
32% more capital invested
Capital invested by funds: $176B → $233B (+$56.8B)
9% more funds holding
Funds holding: 1,924 → 2,090 (+166)
1.56% more ownership
Funds ownership: 73.89% → 75.46% (+1.6%)
7% less call options, than puts
Call options by funds: $4.8B | Put options by funds: $5.15B
32% less repeat investments, than reductions
Existing positions increased: 665 | Existing positions reduced: 975
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.33B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.2B |
| 3 |
State Street
Boston,
Massachusetts
|
+$903M |
| 4 |
Jennison Associates
New York
|
+$575M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$543M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$496M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$493M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$428M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$418M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$412M |
JPM Hedge Fund Activity: Q4 2016 in Review
2,090 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2016, worth a combined $233B — up 32% from $176B a quarter earlier.
Buyers outnumbered sellers: 263 funds opened new JPM positions and 62 closed out — a net gain of 201 holders — while 665 added to existing stakes and 975 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $1.33B. The largest seller was Harris Associates, cutting an estimated $496M.
- 2,090 institutional investors held JPMorgan Chase (JPM) as of Q4 2016, up from 1,924 in Q3 2016.
- Funds reported $233B of JPMorgan Chase stock for Q4 2016, up 32% quarter-over-quarter.
- 263 funds opened new JPMorgan Chase positions in Q4 2016 and 62 closed out, a net change of +201 holders.
- The largest JPMorgan Chase buyer in Q4 2016 was Capital Research Global Investors, an estimated $1.33B added.
- The largest JPMorgan Chase seller in Q4 2016 was Harris Associates, an estimated $496M sold.
Based on aggregated 13F filings for Q4 2016.