JPMorgan Chase
JPM
1,594 hedge funds and large institutions have $143B invested in JPMorgan Chase in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 687 increasing their positions, 657 reducing their positions, and 65 closing their positions.
23% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 65
5% more repeat investments, than reductions
Existing positions increased: 687 | Existing positions reduced: 657
0.79% more ownership
Funds ownership: 73.12% → 73.91% (+0.79%)
0% less funds holding
Funds holding: 1,597 → 1,594 (-3)
2% less capital invested
Capital invested by funds: $146B → $143B (-$2.52B)
3% less call options, than puts
Call options by funds: $2.39B | Put options by funds: $2.47B
8% less funds holding in top 10
Funds holding in top 10: 368 → 340 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$714M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$398M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$323M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$225M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$222M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$890M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$426M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$349M |
| 4 |
State Street
Boston,
Massachusetts
|
-$203M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$157M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1651
Flossbach Von Storch
Cologne,
Germany
| – | -$117K | -2,220 | Closed |
|
|
I2I
1652
Insight 2811 Inc
Chicago,
Illinois
| – | -$106K | -2,000 | Closed |
|
|
SFPIA
1653
Stevens First Principles Investment Advisors
Newport Beach,
California
| – | -$100K | -1,900 | Closed |
|
|
CCA
1654
Catalyst Capital Advisors
Huntington,
New York
| – | -$98K | -1,855 | Closed |
|
|
KLWA
1655
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$95K | -1,800 | Closed |
|
|
CMBA
1656
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$80K | -1,515 | Closed |
|
|
OWP
1657
Obermeyer Wealth Partners
Aspen,
Colorado
| – | -$22K | -425 | Closed |
|
|
BWM
1658
Baystate Wealth Management
Boston,
Massachusetts
| – | -$18K | -341 | Closed |
|
|
CFA
1659
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$4K | -80 | Closed |
|
JPM Hedge Fund Activity: Q3 2013 in Review
1,594 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2013, worth a combined $143B — down 1.7% from $146B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new JPM positions and 65 closed out — a net gain of 15 holders — while 687 added to existing stakes and 657 trimmed.
The largest buyer was Eagle Asset Management, adding an estimated $714M. The largest seller was Wellington Management Group, cutting an estimated $890M.
- 1,594 institutional investors held JPMorgan Chase (JPM) as of Q3 2013, down from 1,597 in Q2 2013.
- Funds reported $143B of JPMorgan Chase stock for Q3 2013, down 1.7% quarter-over-quarter.
- 80 funds opened new JPMorgan Chase positions in Q3 2013 and 65 closed out, a net change of +15 holders.
- The largest JPMorgan Chase buyer in Q3 2013 was Eagle Asset Management, an estimated $714M added.
- The largest JPMorgan Chase seller in Q3 2013 was Wellington Management Group, an estimated $890M sold.
Based on aggregated 13F filings for Q3 2013.