JPMorgan Chase
JPM
1,924 hedge funds and large institutions have $176B invested in JPMorgan Chase in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 768 increasing their positions, 842 reducing their positions, and 60 closing their positions.
58% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 60
17% more call options, than puts
Call options by funds: $3.15B | Put options by funds: $2.7B
12% more funds holding in top 10
Funds holding in top 10: 340 → 382 (+42)
5% more capital invested
Capital invested by funds: $167B → $176B (+$9.12B)
1% more funds holding
Funds holding: 1,910 → 1,924 (+14)
0.37% more ownership
Funds ownership: 73.52% → 73.89% (+0.37%)
9% less repeat investments, than reductions
Existing positions increased: 768 | Existing positions reduced: 842
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$437M |
| 2 |
State Street
Boston,
Massachusetts
|
+$435M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$272M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$255M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GE
General Electric
Evendale,
Ohio
|
-$372M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$370M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$294M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$248M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$176M |
JPM Hedge Fund Activity: Q3 2016 in Review
1,924 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2016, worth a combined $176B — up 5.5% from $167B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new JPM positions and 60 closed out — a net gain of 35 holders — while 768 added to existing stakes and 842 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $437M. The largest seller was General Electric, exiting entirely with an estimated $372M sold.
- 1,924 institutional investors held JPMorgan Chase (JPM) as of Q3 2016, up from 1,910 in Q2 2016.
- Funds reported $176B of JPMorgan Chase stock for Q3 2016, up 5.5% quarter-over-quarter.
- 95 funds opened new JPMorgan Chase positions in Q3 2016 and 60 closed out, a net change of +35 holders.
- The largest JPMorgan Chase buyer in Q3 2016 was Fiduciary Management Inc, an estimated $437M added.
- The largest JPMorgan Chase seller in Q3 2016 was General Electric, an estimated $372M sold.
Based on aggregated 13F filings for Q3 2016.