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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
+$735M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$604M
3
SC
Sculptor Capital
New York
+$451M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$376M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$272M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$744M
2
AL
AJO LP
Pennsylvania
-$543M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$540M
4
Norges Bank
Norges Bank
Norway
-$366M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$340M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
526
Arrowgrass Capital Partners
United Kingdom
$14.5M +$14.5M +250,000 New
BCM
527
Bluefin Capital Management
New York
$14.5M +$5.95M +101,758 +70%
SRC
528
Shufro Rose & Co
New York
$14.4M -$118K -2,015 -0.8%
ZIC
529
ZWJ Investment Counsel
Georgia
$14.4M +$260K +4,453 +2%
CG
530
Colony Group
Massachusetts
$14.4M +$354K +6,051 +3%
BSPF
531
British Steel Pension Fund
United Kingdom
$14.3M -$920K -15,732 -6%
TSW
532
Thompson Siegel & Walmsley
Virginia
$14.2M -$5.28M -90,205 -27%
QAM
533
QCI Asset Management
New York
$14.2M -$55.7K -953 -0.4%
GC
534
Guardian Capital
Ontario, Canada
$14.2M -$3.96M -67,681 -22%
FBNAT
535
FirstMerit Bank N.A. Trustee
Ohio
$14.2M +$93.7K +1,603 +0.7%
BHIA
536
Birch Hill Investment Advisors
Massachusetts
$14.2M +$375K +6,415 +3%
CONA
537
Capital One National Association
New York
$14.1M -$2.44M -41,793 -15%
NEAM
538
New England Asset Management
Connecticut
$14M – – –
SIP
539
Stoneridge Investment Partners
Pennsylvania
$14M +$339K +5,800 +2%
GIM
540
Gyrus Investment Management
Ontario, Canada
$14M +$107K +1,724 +0.8%
Toronto Dominion Bank
541
Toronto Dominion Bank
Ontario, Canada
$13.8M +$3.26M +55,808 +31%
BKBG
542
BHF Kleinwort Benson Group
Belgium
$13.7M +$3.97M +67,862 +41%
MSDF
543
Michael & Susan Dell Foundation
New York
$13.6M +$13.6M +232,616 New
FIB
544
First Interstate Bank
Montana
$13.5M -$2.92K -50 -0%
BCM
545
Brookmont Capital Management
Texas
$13.5M +$2.15M +36,817 +19%
FDCC
546
Foster Dykema Cabot & Co
Massachusetts
$13.5M +$312K +5,340 +2%
WIM
547
Waverton Investment Management
United Kingdom
$13.3M +$2.2M +37,600 +20%
SLI
548
Sumitomo Life Insurance
Japan
$13.2M -$732K -12,525 -5%
JWM
549
Jacobus Wealth Management
Wisconsin
$13.2M +$310K +5,293 +2%
KA
550
KLCM Advisors
Wisconsin
$13.1M +$12.5M +213,605 +2,063%
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