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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $141M | Put options by funds: $47.3M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 291298 (+7)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

1% more capital invested

Capital invested by funds: $3.18B → $3.22B (+$43.9M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
WRM
226
Westport Resources Management
Connecticut
$278K +$193K +3,680 +236%
WPC
227
Waters Parkerson & Co
Louisiana
$273K
CIC
228
Carnegie Investment Counsel
Ohio
$273K +$269K +5,140 New
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$271K -$5.24K -100 -2%
DC
230
Davenport & Co
Virginia
$264K -$7.34K -140 -3%
LD
231
Lipe & Dalton
New York
$257K
FMW
232
Farr Miller & Washington
District of Columbia
$244K
PWLP
233
Prio Wealth Limited Partnership
Massachusetts
$244K
MWP
234
MYCIO Wealth Partners
Pennsylvania
$244K +$2.2K +42 +0.9%
Creative Planning
235
Creative Planning
Kansas
$242K -$17.2K -328 -7%
RIG
236
Roosevelt Investment Group
New York
$242K -$2.67K -51 -1%
SF
237
Synovus Financial
Georgia
$240K +$26.2K +500 +12%
F
238
Filament
Washington
$235K
MM
239
Main Management
California
$234K
RFS
240
Rockefeller Financial Services
New York
$234K
SC
241
SouthState Corp
Florida
$231K
MHI
242
Miller Howard Investments
New York
$224K -$34.1K -651 -13%
MC
243
Moors & Cabot
Massachusetts
$223K
HFS
244
HL Financial Services
Kentucky
$221K -$20.9K -398 -9%
MWM
245
Merriman Wealth Management
Washington
$221K +$23.6K +450 +12%
Comerica Bank
246
Comerica Bank
Texas
$220K -$4.72K -90 -2%
OIA
247
Optimum Investment Advisors
Illinois
$217K
RJT
248
Raymond James Trust
Florida
$216K -$34.1K -650 -14%
1IC
249
1919 Investment Counsel
Maryland
$214K
CHC
250
City Holding Co
West Virginia
$214K

AMJ Hedge Fund Activity: Q3 2014 in Review

298 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2014, worth a combined $3.22B — up 1.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 16 closed out — a net gain of 12 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $460M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $14.2M sold.

  • 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2014, up from 291 in Q2 2014.
  • Funds reported $3.22B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2014 was Wells Fargo, an estimated $460M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2014 was Sterling Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2014.