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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Argent Trust Co
Tennessee
$318K
SPC
227
Sigma Planning Corp
Michigan
$292K +$44.4K +1,006 +17%
MAA
228
Matrix Asset Advisors
New York
$276K +$6.62K +150 +2%
JFGIW
229
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K +$98.4K +2,230 +54%
SC
230
SouthState Corp
Florida
$270K +$279K +6,316 New
FPFS
231
First Personal Financial Services
North Carolina
$266K -$188K -4,267 -41%
CBB
232
Citizens Business Bank
California
$252K -$38.8K -880 -13%
MWP
233
MYCIO Wealth Partners
Pennsylvania
$249K +$51.7K +1,171 +25%
FTIOP
234
Fiduciary Trust International of Pennsylvania
Pennsylvania
$246K
PFS
235
Prospera Financial Services
Texas
$245K +$26.5K +600 +12%
BGA
236
Belmont Global Advisors
Texas
$243K
PFPT
237
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K
SHA
238
Smith Hayes Advisers
Nebraska
$239K +$246K +5,580 New
SWP
239
Stratos Wealth Partners
Ohio
$238K -$188K -4,266 -43%
EWM
240
Evercore Wealth Management
New York
$237K +$245K +5,554 New
WA
241
WFG Advisors
Texas
$229K -$138K -3,123 -37%
CAS
242
Cue Advisory Services
Arizona
$226K +$838 +19 +0.4%
CHC
243
City Holding Co
West Virginia
$222K
BB
244
Busey Bank
Illinois
$218K -$46K -1,042 -17%
BAAM
245
Baker Avenue Asset Management
California
$214K +$221K +5,000 New
FFA
246
First Foundation Advisors
California
$212K +$219K +4,962 New
LD
247
Lipe & Dalton
New York
$208K
MWM
248
Merriman Wealth Management
Washington
$200K -$186K -4,219 -48%
JIC
249
Joel Isaacson & Co
New York
$198K -$41.5K -940 -17%
WRM
250
Westport Resources Management
Connecticut
$198K -$33.9K -769 -14%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.