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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 %
AC
976
Amici Capital
New York
$3.12M – – –
QI
977
QV Investors
Alberta, Canada
$3.11M +$3.11M +53,225 New
ZCA
978
Zeke Capital Advisors
Pennsylvania
$3.11M +$6.14K +105 +0.2%
IMOV
979
Investment Management of Virginia
Virginia
$3.1M -$91K -1,555 -3%
ST
980
Semper Trust
Pennsylvania
$3.09M -$74.3K -1,270 -2%
DVM
981
Dreman Value Management
Florida
$3.08M -$1.72M -18,932 -36%
NCMW
982
Northern Capital Management (Wisconsin)
Wisconsin
$3.08M -$250K -4,275 -8%
BFO
983
Boston Family Office
Massachusetts
$3.07M -$47.1K -806 -2%
CIA
984
Capital Investment Advisors
Georgia
$3.07M +$3.07M +52,447 New
BCMO
985
Buckingham Capital Management (Ohio)
Ohio
$3.05M +$142K +2,432 +5%
WIC
986
Woodmont Investment Counsel
Tennessee
$3.05M -$61.8K -1,057 -2%
WCM
987
Washington Capital Management
Washington
$3.03M -$26.3K -450 -0.9%
RI
988
Redwood Investments
Massachusetts
$3.03M -$4.42M -75,549 -59%
NPF
989
Norris Perne & French
Michigan
$2.99M -$28.3K -484 -0.9%
NB
990
Norinchukin Bank
Japan
$2.99M -$23.6K -403 -0.8%
NMIFOAC
991
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.99M – – –
RC
992
RBF Capital
California
$2.98M – – –
FM
993
Forward Management
California
$2.97M +$974K +16,695 +49%
SAM
994
Shamrock Asset Management
Texas
$2.95M +$1.22M +20,950 +71%
AL
995
Agran Libbie
California
$2.95M -$84.2K -1,440 -3%
PAG
996
Private Advisor Group
New Jersey
$2.95M +$2.95M +50,457 New
PCM
997
Princeton Capital Management
New Jersey
$2.94M -$18.7K -319 -0.6%
GGPE
998
Golden Gate Private Equity
California
$2.93M +$2.93M +50,144 New
ACJ
999
Autonomy Capital (Jersey)
Jersey
$2.93M – – –
WCA
1000
Westover Capital Advisors
Delaware
$2.93M -$80.8K -1,382 -3%
38 39
40
41 42