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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
1
Capital World Investors
California
$4.4B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.62B
3
SC
3
Sculptor Capital
New York
$455M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$817M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$1.06B

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$146M
2
AL
2
AJO LP
Pennsylvania
$110M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$3.63B
4
Norges Bank
4
Norges Bank
Norway
$1.6B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ninety One (UK)
101
Ninety One (UK)
United Kingdom
$304M -$7.12M -121,836 -2%
BJ
102
BlackRock Japan
Japan
$302M -$6.77M -115,827 -2%
DCM
103
Discovery Capital Management
Connecticut
$302M +$143M +2,443,000 +90%
SONJCPFA
104
State of New Jersey Common Pension Fund A
New Jersey
$296M -$28M -478,000 -9%
TA
105
Teachers Advisors
New York
$296M +$42M +717,984 +17%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$295M -$23.6M -403,495 -7%
Diamond Hill Capital Management
107
Diamond Hill Capital Management
Ohio
$285M -$78.1K -1,335 -0%
HL
108
Harding Loevner
New Jersey
$283M +$10.4M +177,768 +4%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$278M -$9.69M -165,680 -3%
Barclays
110
Barclays
United Kingdom
$273M -$83.7M -1,443,702 -23%
CIP
111
Cornerstone Investment Partners
Georgia
$267M +$1.36M +23,291 +0.5%
NIMC
112
NWQ Investment Management Company
California
$257M +$42.3M +723,065 +20%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$253M +$2.7M +46,198 +1%
Calamos Advisors
114
Calamos Advisors
Illinois
$250M -$1.44M -24,605 -0.6%
Citadel Advisors
115
Citadel Advisors
Florida
$237M +$38.2M +653,607 +19%
RL
116
Ruffer LLP
United Kingdom
$236M +$34.9M +597,074 +17%
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$234M -$144M -2,457,270 -38%
SO
118
STRS Ohio
Ohio
$233M -$21.5M -368,400 -8%
PAM
119
Panagora Asset Management
Massachusetts
$224M -$40.5M -692,636 -15%
WT
120
Wellcome Trust
United Kingdom
$222M – – –
Loomis, Sayles & Company
121
Loomis, Sayles & Company
Massachusetts
$212M -$7.92M -135,385 -4%
Canada Life
122
Canada Life
Manitoba, Canada
$209M -$1.51M -25,718 -0.7%
Credit Agricole
123
Credit Agricole
France
$208M -$24.2M -413,109 -10%
WRF
124
Waddell & Reed Financial
Kansas
$207M -$188M -3,206,815 -48%
EIG
125
EdgePoint Investment Group
Ontario, Canada
$205M – – –
3 4
5
6 7