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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 %
MIM
1726
Marco Investment Management
Georgia
$7.53K -$427 -7,300 -5%
FA
1727
Financial Advantage
Maryland
$6K – – –
BWFA
1728
Baltimore-Washington Financial Advisors
Maryland
$3K – – –
CFA
1729
Camarda Financial Advisors
Florida
$3K +$3K +43 New
BCMIO
1730
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +50 New
NDSI
1731
Newman Dignan & Sheerar Inc
Rhode Island
$1.27K -$200 -3,415 -14%
SMG
1732
Spectrum Management Group
Indiana
$1K +$1K +18 New
WTB
1733
Washington Trust Bank
Washington
$388 -$4.54M -87,780 Closed
FPCG
1734
Fort Pitt Capital Group
Pennsylvania
$302 +$302 +5 New
YCMGA
1735
York Capital Management Global Advisors
New York
– -$142M -2,752,595 Closed
ICM
1736
IronBridge Capital Management
Illinois
– -$92.9M -1,798,158 Closed
EC
1737
Eminence Capital
New York
– -$85.9M -1,662,275 Closed
Renaissance Technologies
1738
Renaissance Technologies
New York
– -$46.5M -900,286 Closed
Two Sigma Investments
1739
Two Sigma Investments
New York
– -$38.7M -749,280 Closed
MAMU
1740
Marathon Asset Management (UK)
United Kingdom
– -$34.9M -676,078 Closed
HI
1741
HBK Investments
Texas
– -$26.9M -521,127 Closed
MME
1742
Meag Munich Ergo
Germany
– -$20.4M -392,696 Closed
CGM
1743
Capital Growth Management
Massachusetts
– -$18.6M -360,000 Closed
TM
1744
Tiger Management
New York
– -$16.2M -313,200 Closed
SCM
1745
Stevens Capital Management
Pennsylvania
– -$13.4M -259,563 Closed
SGAM
1746
Smith Group Asset Management
Texas
– -$12.8M -246,715 Closed
BMCMI
1747
Bryn Mawr Capital Management Inc
Pennsylvania
– -$11.7M -226,359 Closed
Alyeska Investment Group
1748
Alyeska Investment Group
Illinois
– -$11.6M -225,001 Closed
PAM
1749
Paradigm Asset Management
New York
– -$9.92M -191,850 Closed
Balyasny Asset Management
1750
Balyasny Asset Management
Illinois
– -$8.05M -155,800 Closed
68 69
70
71 72