JPMorgan Chase
JPM
1,698 hedge funds and large institutions have $168B invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 686 increasing their positions, 714 reducing their positions, and 50 closing their positions.
46% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 50
38% more call options, than puts
Call options by funds: $3.3B | Put options by funds: $2.39B
11% more funds holding in top 10
Funds holding in top 10: 327 → 364 (+37)
4% more capital invested
Capital invested by funds: $162B → $168B (+$6.1B)
0% more funds holding
Funds holding: 1,695 → 1,698 (+3)
0.15% less ownership
Funds ownership: 74.29% → 74.14% (-0.15%)
4% less repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 714
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$548M |
| 2 |
JP Morgan Chase
New York
|
+$387M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$236M |
| 4 |
BWA
Brave Warrior Advisors
New York
|
+$213M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$1.74B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$367M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$350M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$307M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$200M |
JPM Hedge Fund Activity: Q3 2014 in Review
1,698 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2014, worth a combined $168B — up 3.8% from $162B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new JPM positions and 50 closed out — a net gain of 23 holders — while 686 added to existing stakes and 714 trimmed.
The largest buyer was AJO LP, adding an estimated $548M. The largest seller was Norges Bank, cutting an estimated $1.74B.
- 1,698 institutional investors held JPMorgan Chase (JPM) as of Q3 2014, up from 1,695 in Q2 2014.
- Funds reported $168B of JPMorgan Chase stock for Q3 2014, up 3.8% quarter-over-quarter.
- 73 funds opened new JPMorgan Chase positions in Q3 2014 and 50 closed out, a net change of +23 holders.
- The largest JPMorgan Chase buyer in Q3 2014 was AJO LP, an estimated $548M added.
- The largest JPMorgan Chase seller in Q3 2014 was Norges Bank, an estimated $1.74B sold.
Based on aggregated 13F filings for Q3 2014.