JPMorgan Chase
JPM
1,817 hedge funds and large institutions have $175B invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 667 increasing their positions, 747 reducing their positions, and 59 closing their positions.
237% more first-time investments, than exits
New positions opened: 199 | Existing positions closed: 59
14% more call options, than puts
Call options by funds: $2.98B | Put options by funds: $2.61B
7% more funds holding in top 10
Funds holding in top 10: 364 → 391 (+27)
7% more funds holding
Funds holding: 1,698 → 1,817 (+119)
4% more capital invested
Capital invested by funds: $168B → $175B (+$7.35B)
0.9% more ownership
Funds ownership: 74.14% → 75.04% (+0.9%)
11% less repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 747
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greenhaven Associates
Purchase,
New York
|
+$447M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$444M |
| 3 |
State Street
Boston,
Massachusetts
|
+$385M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$262M |
| 5 |
Eagle Capital Management (New York)
New York
|
+$257M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$433M |
| 2 |
SC
Sculptor Capital
New York
|
-$289M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$271M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$267M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$238M |
JPM Hedge Fund Activity: Q4 2014 in Review
1,817 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2014, worth a combined $175B — up 4.4% from $168B a quarter earlier.
Buyers outnumbered sellers: 199 funds opened new JPM positions and 59 closed out — a net gain of 140 holders — while 667 added to existing stakes and 747 trimmed.
The largest buyer was Greenhaven Associates, opening a new position worth an estimated $447M. The largest seller was Capital Research Global Investors, cutting an estimated $433M.
- 1,817 institutional investors held JPMorgan Chase (JPM) as of Q4 2014, up from 1,698 in Q3 2014.
- Funds reported $175B of JPMorgan Chase stock for Q4 2014, up 4.4% quarter-over-quarter.
- 199 funds opened new JPMorgan Chase positions in Q4 2014 and 59 closed out, a net change of +140 holders.
- The largest JPMorgan Chase buyer in Q4 2014 was Greenhaven Associates, an estimated $447M added.
- The largest JPMorgan Chase seller in Q4 2014 was Capital Research Global Investors, an estimated $433M sold.
Based on aggregated 13F filings for Q4 2014.