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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 %
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
$162M -$121M -2,062,017 -43%
KeyBank National Association
152
KeyBank National Association
Ohio
$162M +$1.41M +24,029 +0.9%
EAM
153
Edge Asset Management
Washington
$160M -$167M -2,853,910 -51%
PI
154
PGGM Investments
Netherlands
$159M -$2.23M -38,049 -1%
Axa
155
Axa
France
$159M -$190M -3,252,494 -55%
CM
156
CS McKee
Pennsylvania
$157M -$34.5M -589,799 -18%
OAMG
157
Odey Asset Management Group
United Kingdom
$156M +$36.5M +623,936 +31%
CGT
158
Capital Guardian Trust
California
$155M -$15.8M -271,014 -9%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$155M +$5.26M +89,900 +4%
Aviva
160
Aviva
United Kingdom
$153M -$14.1M -240,705 -8%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$152M -$8.6M -147,025 -5%
LBG
162
Lloyds Banking Group
United Kingdom
$151M +$5.05M +86,351 +3%
N
163
Natixis
France
$150M -$28.5M -487,923 -16%
Fidelity International
164
Fidelity International
Bermuda
$147M +$40.4M +690,875 +38%
EAM
165
Eagle Asset Management
Florida
$146M -$744M -12,719,440 -84%
NI
166
Numeric Investors
Massachusetts
$146M -$32.5M -555,700 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$145M -$130M -2,230,400 -47%
SBAM
168
Santa Barbara Asset Management
California
$145M -$3.67M -62,798 -2%
SCCM
169
Schafer Cullen Capital Management
New York
$143M -$2.17M -37,087 -1%
OTPPB
170
Ontario Teachers' Pension Plan Board
Ontario, Canada
$142M -$56.7M -969,592 -29%
ASC
171
Atalanta Sosnoff Capital
New York
$141M -$25.8M -440,700 -15%
RFC
172
Regions Financial Corp
Alabama
$138M -$1.83M -31,331 -1%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$137M -$15M -256,362 -10%
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$136M -$2.95M -50,492 -2%
BCIM
175
British Columbia Investment Management
British Columbia, Canada
$136M -$2.71M -46,342 -2%
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