JPMorgan Chase
JPM
1,805 hedge funds and large institutions have $168B invested in JPMorgan Chase in 2015 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 724 increasing their positions, 750 reducing their positions, and 87 closing their positions.
10% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 87
1% less call options, than puts
Call options by funds: $2.41B | Put options by funds: $2.43B
1% less funds holding
Funds holding: 1,817 → 1,805 (-12)
0.8% less ownership
Funds ownership: 75.04% → 74.24% (-0.8%)
3% less repeat investments, than reductions
Existing positions increased: 724 | Existing positions reduced: 750
4% less capital invested
Capital invested by funds: $175B → $168B (-$7.82B)
8% less funds holding in top 10
Funds holding in top 10: 391 → 358 (-33)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$443M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$391M |
| 3 |
Eagle Capital Management (New York)
New York
|
+$253M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$227M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$215M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$645M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$549M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$341M |
| 4 |
Bank of New York Mellon
New York
|
-$273M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$266M |
JPM Hedge Fund Activity: Q1 2015 in Review
1,805 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2015, worth a combined $168B — down 4.5% from $175B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new JPM positions and 87 closed out — a net gain of 9 holders — while 724 added to existing stakes and 750 trimmed.
The largest buyer was Davis Selected Advisers, adding an estimated $443M. The largest seller was State Street, cutting an estimated $645M.
- 1,805 institutional investors held JPMorgan Chase (JPM) as of Q1 2015, down from 1,817 in Q4 2014.
- Funds reported $168B of JPMorgan Chase stock for Q1 2015, down 4.5% quarter-over-quarter.
- 96 funds opened new JPMorgan Chase positions in Q1 2015 and 87 closed out, a net change of +9 holders.
- The largest JPMorgan Chase buyer in Q1 2015 was Davis Selected Advisers, an estimated $443M added.
- The largest JPMorgan Chase seller in Q1 2015 was State Street, an estimated $645M sold.
Based on aggregated 13F filings for Q1 2015.