JPMorgan Chase
JPM
1,943 hedge funds and large institutions have $183B invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 770 increasing their positions, 757 reducing their positions, and 63 closing their positions.
211% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 63
7% more capital invested
Capital invested by funds: $171B → $183B (+$12.1B)
6% more funds holding
Funds holding: 1,834 → 1,943 (+109)
3% more funds holding in top 10
Funds holding in top 10: 434 → 446 (+12)
2% more repeat investments, than reductions
Existing positions increased: 770 | Existing positions reduced: 757
0.21% less ownership
Funds ownership: 75.06% → 74.85% (-0.21%)
18% less call options, than puts
Call options by funds: $2.31B | Put options by funds: $2.82B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$298M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$278M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$272M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$251M |
| 5 |
Primecap Management
Pasadena,
California
|
+$223M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$647M |
| 2 |
SC
Sculptor Capital
New York
|
-$356M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$220M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$198M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$197M |
JPM Hedge Fund Activity: Q4 2015 in Review
1,943 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2015, worth a combined $183B — up 7.1% from $171B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new JPM positions and 63 closed out — a net gain of 133 holders — while 770 added to existing stakes and 757 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $298M. The largest seller was Fidelity Investments, cutting an estimated $647M.
- 1,943 institutional investors held JPMorgan Chase (JPM) as of Q4 2015, up from 1,834 in Q3 2015.
- Funds reported $183B of JPMorgan Chase stock for Q4 2015, up 7.1% quarter-over-quarter.
- 196 funds opened new JPMorgan Chase positions in Q4 2015 and 63 closed out, a net change of +133 holders.
- The largest JPMorgan Chase buyer in Q4 2015 was Deutsche Bank, an estimated $298M added.
- The largest JPMorgan Chase seller in Q4 2015 was Fidelity Investments, an estimated $647M sold.
Based on aggregated 13F filings for Q4 2015.