JPMorgan Chase
JPM
1,732 hedge funds and large institutions have $164B invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 67 closing their positions.
233% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 67
19% more funds holding in top 10
Funds holding in top 10: 340 → 403 (+63)
14% more capital invested
Capital invested by funds: $143B → $164B (+$20.6B)
9% more funds holding
Funds holding: 1,595 → 1,732 (+137)
0.55% more ownership
Funds ownership: 73.91% → 74.46% (+0.55%)
6% less repeat investments, than reductions
Existing positions increased: 651 | Existing positions reduced: 693
19% less call options, than puts
Call options by funds: $2.2B | Put options by funds: $2.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$689M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$566M |
| 3 |
SC
Sculptor Capital
New York
|
+$423M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$352M |
| 5 |
Neuberger Berman Group
New York
|
+$255M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$697M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$509M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$506M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$343M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$318M |
JPM Hedge Fund Activity: Q4 2013 in Review
1,732 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2013, worth a combined $164B — up 14% from $143B a quarter earlier.
Buyers outnumbered sellers: 223 funds opened new JPM positions and 67 closed out — a net gain of 156 holders — while 651 added to existing stakes and 693 trimmed.
The largest buyer was Capital World Investors, adding an estimated $689M. The largest seller was Eagle Asset Management, cutting an estimated $697M.
- 1,732 institutional investors held JPMorgan Chase (JPM) as of Q4 2013, up from 1,595 in Q3 2013.
- Funds reported $164B of JPMorgan Chase stock for Q4 2013, up 14% quarter-over-quarter.
- 223 funds opened new JPMorgan Chase positions in Q4 2013 and 67 closed out, a net change of +156 holders.
- The largest JPMorgan Chase buyer in Q4 2013 was Capital World Investors, an estimated $689M added.
- The largest JPMorgan Chase seller in Q4 2013 was Eagle Asset Management, an estimated $697M sold.
Based on aggregated 13F filings for Q4 2013.