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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 %
GC
176
GMT Capital
Georgia
$134M -$4.65M -79,500 -3%
PAMU
177
Pictet Asset Management (UK)
United Kingdom
$131M -$3.28M -56,015 -2%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$129M -$341K -5,825 -0.3%
Arrowstreet Capital
179
Arrowstreet Capital
Massachusetts
$129M +$129M +2,198,897 New
FCAM
180
F&C Asset Management
United Kingdom
$127M -$2.29M -39,234 -2%
NRECA
181
National Rural Electric Cooperative Association
Virginia
$127M – – –
BGC
182
Beutel, Goodman & Co
Ontario, Canada
$127M +$127M +2,042,020 New
William Blair & Company
183
William Blair & Company
Illinois
$125M -$17.3M -295,633 -12%
CB
184
Cooke & Bieler
Pennsylvania
$119M -$5.17M -88,490 -4%
CI
185
Cincinnati Insurance
Ohio
$118M – – –
AII
186
AGF Investments Inc
Ontario, Canada
$114M +$16.4M +279,652 +17%
LCS
187
Levin Capital Strategies
New York
$114M -$3.61M -61,794 -3%
Comerica Bank
188
Comerica Bank
Texas
$113M -$26.8M -458,807 -19%
RFS
189
Rockefeller Financial Services
New York
$112M +$663K +11,330 +0.6%
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$112M -$3.12M -53,340 -3%
CRM
191
Cramer Rosenthal McGlynn
Connecticut
$110M +$10.6M +181,136 +11%
AL
192
AJO LP
Pennsylvania
$110M -$543M -9,284,100 -83%
Westfield Capital Management
193
Westfield Capital Management
Massachusetts
$110M -$1.04M -17,759 -0.9%
HFS
194
HL Financial Services
Kentucky
$108M +$3.04M +51,980 +3%
SOMRS
195
State of Michigan Retirement System
Michigan
$105M +$1.36M +23,200 +1%
ACI
196
AMP Capital Investors
Australia
$104M +$6.93M +119,637 +7%
NTCOC
197
Northern Trust Company of Connecticut
Connecticut
$103M -$8.57M -146,556 -8%
CC
198
Carlson Capital
Texas
$103M +$93.7M +1,602,340 +1,046%
HAM
199
HHR Asset Management
New Jersey
$103M -$3.09M -52,800 -3%
FI
200
Focused Investors
California
$102M -$1.34M -22,900 -1%
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8
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