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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 %
FT
476
Fiduciary Trust
Massachusetts
$18.4M +$535K +9,142 +3%
CCP
477
Clough Capital Partners
Massachusetts
$18.3M -$2.03M -34,700 -10%
KRS
478
Kentucky Retirement Systems
Kentucky
$18.2M -$135K -2,300 -0.7%
MCM
479
Moore Capital Management
New York
$18.1M -$21.4M -365,729 -54%
WB
480
WesBanco Bank
West Virginia
$18M -$5M -85,490 -22%
LSERS
481
Louisiana State Employees Retirement System
Louisiana
$17.7M +$17.7M +302,700 New
WPC
482
Waters Parkerson & Co
Louisiana
$17.7M +$619K +10,579 +4%
FCBT
483
First Citizens Bank & Trust
North Carolina
$17.6M -$26.4M -450,939 -60%
ZAM
484
Zenit Asset Management
Sweden
$17.5M +$873K +15,000 +5%
HIMC
485
Heritage Investors Management Corp
Maryland
$17.2M +$342K +5,848 +2%
LC
486
Loews Corp
New York
$17.1M -$1.09M -18,600 -6%
OPCM
487
Osborne Partners Capital Management
California
$17.1M +$193K +3,303 +1%
KG
488
Killen Group
Pennsylvania
$17M +$7.59M +129,853 +81%
DSI
489
Daiwa SB Investments
Japan
$16.9M -$2.48M -42,450 -13%
GT
490
Glenview Trust
Kentucky
$16.9M +$16.9M +288,215 New
CIS
491
Capital International Sarl
California
$16.7M -$1.67M -28,600 -9%
MCM
492
MAI Capital Management
Ohio
$16.7M -$335K -5,726 -2%
KCM
493
Kornitzer Capital Management
Kansas
$16.7M -$52.7K -901 -0.3%
RIL
494
Rothschild Investment LLC
Illinois
$16.4M -$264K -4,512 -2%
SC
495
Scotia Capital
Ontario, Canada
$16.3M +$5.12M +87,537 +46%
FP
496
Foundry Partners
Minnesota
$16.2M +$16.2M +276,252 New
EC
497
EJF Capital
Virginia
$16.1M +$7.31M +125,000 +83%
FBA
498
Front Barnett Associates
Illinois
$16M +$8.71K +149 +0.1%
SCM
499
Schneider Capital Management
Pennsylvania
$15.9M -$149K -2,550 -0.9%
SBCM
500
Schwerin Boyle Capital Management
Massachusetts
$15.8M -$52.6K -900 -0.3%
18 19
20
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