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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 %
BPC
501
Banque Pictet & Cie
Switzerland
$15.7M +$15.7M +268,196 New
SF
502
Synovus Financial
Georgia
$15.6M -$680K -11,632 -4%
CHCM
503
Columbus Hill Capital Management
New Jersey
$15.6M +$15.6M +266,000 New
MLM
504
Mount Lucas Management
Pennsylvania
$15.5M -$391K -6,694 -2%
NSIM
505
North Star Investment Management
Illinois
$15.5M +$6.43M +109,996 +71%
Northwestern Mutual Wealth Management
506
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$434K +7,420 +3%
MPI
507
Mairs & Power Inc
Minnesota
$15.4M -$146K -2,495 -0.9%
PCM
508
Pentwater Capital Management
Florida
$15.3M -$16.1M -274,566 -51%
MI
509
Markston International
New York
$15.3M -$904K -15,450 -6%
AFG
510
American Financial Group
Ohio
$15.2M -$4.68M -80,000 -24%
FFIC
511
First Fiduciary Investment Counsel
Ohio
$15.2M -$4.97K -85 -0%
NIM
512
Nexus Investment Management
Ontario, Canada
$15.1M -$17.5K -300 -0.1%
MAM
513
Majedie Asset Management
United Kingdom
$15.1M +$15.1M +258,431 New
WMSA
514
Weiss Multi-Strategy Advisers
New York
$14.9M -$8.69M -148,570 -37%
SCA
515
STALEY CAPITAL ADVISERS
Pennsylvania
$14.9M +$640K +10,950 +4%
ZA
516
Zweig Advisers
Connecticut
$14.9M – – –
TAM
517
Trillium Asset Management
Massachusetts
$14.9M -$1.98M -33,916 -12%
MWAC
518
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.8M +$92.2K +1,576 +0.6%
WAM
519
Wolverine Asset Management
Illinois
$14.8M +$1.85M +31,649 +14%
DCM
520
Donaldson Capital Management
Indiana
$14.6M +$1.08M +18,495 +8%
MP
521
MSD Partners
New York
$14.6M – – –
FMW
522
Farr Miller & Washington
District of Columbia
$14.6M +$236K +4,032 +2%
SIM
523
Sentry Investment Management
Wisconsin
$14.6M +$357K +6,098 +3%
GP
524
GLG Partners
United Kingdom
$14.6M -$4.08M -69,794 -22%
B
525
Barings
North Carolina
$14.5M -$4.37M -74,700 -23%
19 20
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