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JPMorgan Chase

1,815 hedge funds and large institutions have $174B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 666 increasing their positions, 746 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 59

14% more call options, than puts

Call options by funds: $2.98B | Put options by funds: $2.61B

7% more funds holding in top 10

Funds holding in top 10: 364391 (+27)

7% more funds holding

Funds holding: 1,6961,815 (+119)

4% more capital invested

Capital invested by funds: $167B → $174B (+$7.4B)

0.89% more ownership

Funds ownership: 74.14%75.03% (+0.89%)

11% less repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 746

Holders
1,815
Holders Change
+119
Holders Change %
+7.02%
% of All Funds
48.39%
Holding in Top 10
391
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+7.42%
% of All Funds
10.42%
New
199
Increased
666
Reduced
746
Closed
59
Calls
$2.98B
Puts
$2.61B
Net Calls
+$366M
Net Calls Change
-$537M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
AJO LP
Pennsylvania
$683M -$2.43M -40,430 -0.4%
O
52
OppenheimerFunds
New York
$676M -$79.5M -1,321,108 -11%
EVM
53
Eaton Vance Management
Massachusetts
$675M +$4.02M +66,817 +0.6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$670M -$10.2M -170,271 -1%
RFC
55
Russell Frank Company
Washington
$659M -$49.1M -815,284 -7%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$650M -$69.7M -1,158,020 -10%
BlackRock
57
BlackRock
New York
$646M -$17.4M -288,941 -3%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$605M -$9.4M -156,191 -2%
American Century Companies
59
American Century Companies
Missouri
$597M +$2.85M +47,405 +0.5%
ClearBridge Investments
60
ClearBridge Investments
New York
$590M -$15.3M -253,671 -3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$583M +$16.8M +278,753 +3%
APG Asset Management
62
APG Asset Management
Netherlands
$573M +$57M +947,170 +12%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$534M +$31.9M +530,918 +7%
Sanders Capital
64
Sanders Capital
Florida
$516M +$2.94M +48,800 +0.6%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$492M +$6.72M +111,730 +1%
JHIU
66
Janus Henderson Investors US
Colorado
$490M -$18.9M -314,637 -4%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$471M +$17.6M +292,943 +4%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$470M -$26M -431,978 -5%
GA
69
Greenhaven Associates
New York
$465M +$447M +7,423,775 New
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$464M -$48.1M -798,979 -10%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$464M -$5.96M -98,979 -1%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$455M +$4.08M +67,871 +0.9%
GE
73
General Electric
Ohio
$455M +$1.95M +32,431 +0.4%
Principal Financial Group
74
Principal Financial Group
Iowa
$454M +$93.3M +1,550,533 +27%
Capital Research Global Investors
75
Capital Research Global Investors
California
$447M -$433M -7,202,325 -50%

JPM Hedge Fund Activity: Q4 2014 in Review

1,815 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2014, worth a combined $174B — up 4.4% from $167B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new JPM positions and 59 closed out — a net gain of 140 holders — while 666 added to existing stakes and 746 trimmed.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $447M. The largest seller was Capital Research Global Investors, cutting an estimated $433M.

  • 1,815 institutional investors held JPMorgan Chase (JPM) as of Q4 2014, up from 1,696 in Q3 2014.
  • Funds reported $174B of JPMorgan Chase stock for Q4 2014, up 4.4% quarter-over-quarter.
  • 199 funds opened new JPMorgan Chase positions in Q4 2014 and 59 closed out, a net change of +140 holders.
  • The largest JPMorgan Chase buyer in Q4 2014 was Greenhaven Associates, an estimated $447M added.
  • The largest JPMorgan Chase seller in Q4 2014 was Capital Research Global Investors, an estimated $433M sold.

Based on aggregated 13F filings for Q4 2014.