JPMorgan Chase
JPM
2,203 hedge funds and large institutions have $248B invested in JPMorgan Chase in 2017 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 861 increasing their positions, 978 reducing their positions, and 77 closing their positions.
29% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 77
3% more capital invested
Capital invested by funds: $240B → $248B (+$7.88B)
0% more funds holding
Funds holding: 2,199 → 2,203 (+4)
0.16% less ownership
Funds ownership: 73.99% → 73.84% (-0.16%)
2% less funds holding in top 10
Funds holding in top 10: 585 → 576 (-9)
12% less repeat investments, than reductions
Existing positions increased: 861 | Existing positions reduced: 978
29% less call options, than puts
Call options by funds: $3.06B | Put options by funds: $4.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$600M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$371M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$228M |
| 4 |
Jennison Associates
New York
|
+$177M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.23B |
| 2 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$252M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$230M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$200M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$191M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCFS
2276
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| – | -$64K | -705 | Closed |
|
|
ST
2277
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$62K | -673 | Closed |
|
|
CRCP
2278
Copper Rock Capital Partners
Boston,
Massachusetts
| – | -$55K | -602 | Closed |
|
|
RFWA
2279
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$50.5K | -553 | Closed |
|
|
IR
2280
Invictus RG
Hamilton,
Bermuda
| – | -$26K | -286 | Closed |
|
2281
Twin Tree Management
Dallas,
Texas
| – | -$20.9K | -227 | Closed |
|
2282
Capstone Investment Advisors
New York
| – | -$1.38K | -15 | Closed |
|
JPM Hedge Fund Activity: Q3 2017 in Review
2,203 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2017, worth a combined $248B — up 3.3% from $240B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new JPM positions and 77 closed out — a net gain of 22 holders — while 861 added to existing stakes and 978 trimmed.
The largest buyer was Bank of America, adding an estimated $600M. The largest seller was Capital World Investors, cutting an estimated $1.23B.
- 2,203 institutional investors held JPMorgan Chase (JPM) as of Q3 2017, up from 2,199 in Q2 2017.
- Funds reported $248B of JPMorgan Chase stock for Q3 2017, up 3.3% quarter-over-quarter.
- 99 funds opened new JPMorgan Chase positions in Q3 2017 and 77 closed out, a net change of +22 holders.
- The largest JPMorgan Chase buyer in Q3 2017 was Bank of America, an estimated $600M added.
- The largest JPMorgan Chase seller in Q3 2017 was Capital World Investors, an estimated $1.23B sold.
Based on aggregated 13F filings for Q3 2017.