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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

55% more call options, than puts

Call options by funds: $120M | Put options by funds: $77.1M

16% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 100

10% more funds holding

Funds holding: 298327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

10% less capital invested

Capital invested by funds: $3.22B → $2.89B (-$334M)

Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.72%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$404K -$9.78K -200 -2%
SAM
227
SignalPoint Asset Management
Missouri
$394K +$24.6K +504 +6%
WA
228
WFG Advisors
Texas
$389K -$125K -2,565 -23%
MWM
229
Merriman Wealth Management
Washington
$388K +$220K +4,500 +104%
SG Americas Securities
230
SG Americas Securities
New York
$386K +$411K +8,400 New
WKWM
231
Walter & Keenan Wealth Management
Indiana
$381K
TNBTD
232
Trustmark National Bank Trust Department
Mississippi
$379K -$880K -18,000 -69%
HP
233
HT Partners
Connecticut
$378K
PWW
234
Pettyjohn Wood & White
Virginia
$365K +$112K +2,300 +41%
RC
235
Roundview Capital
New Jersey
$362K +$385K +7,870 New
PPA
236
Parametric Portfolio Associates
Washington
$347K +$370K +7,557 New
LWA
237
Lenox Wealth Advisors
New York
$346K +$1.81K +37 +0.5%
ATC
238
Argent Trust Co
Tennessee
$341K +$363K +7,425 New
ECM
239
Evergreen Capital Management
Washington
$319K
CBB
240
Citizens Business Bank
California
$311K -$318K -6,497 -49%
Northern Trust
241
Northern Trust
Illinois
$311K -$225K -4,607 -40%
SFM
242
Signature Financial Management
Virginia
$289K
MAA
243
Matrix Asset Advisors
New York
$289K +$36.7K +750 +14%
BB
244
Busey Bank
Illinois
$282K
SPC
245
Sigma Planning Corp
Michigan
$268K +$285K +5,827 New
FTIOP
246
Fiduciary Trust International of Pennsylvania
Pennsylvania
$264K
BGA
247
Belmont Global Advisors
Texas
$261K
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K
JIC
249
Joel Isaacson & Co
New York
$256K +$3.42K +70 +1%
BBHC
250
Brown Brothers Harriman & Co
New York
$255K

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2014, worth a combined $2.89B — down 10% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMJ positions and 28 closed out — a net gain of 33 holders — while 116 added to existing stakes and 100 trimmed.

The largest buyer was Tiedemann Trust, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 327 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2014, up from 298 in Q3 2014.
  • Funds reported $2.89B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2014, down 10% quarter-over-quarter.
  • 61 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2014 and 28 closed out, a net change of +33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2014 was Tiedemann Trust, an estimated $29.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2014 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2014.