We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$255K -$70.1K -2,284 -21%
RCAG
227
Rehmann Capital Advisory Group
Michigan
$250K -$143K -4,665 -35%
RFS
228
Rockefeller Financial Services
New York
$243K
NFG
229
Nadler Financial Group
Illinois
$232K -$48.5K -1,580 -16%
FG
230
Fiduciary Group
Georgia
$231K -$3.47M -113,075 -93%
SRC
231
Stone Run Capital
New York
$230K
PWW
232
Pettyjohn Wood & White
Virginia
$217K -$50.9K -1,660 -18%
HPWM
233
Highland Private Wealth Management
Washington
$217K +$231K +7,525 New
WEC
234
Winslow Evans & Crocker
Massachusetts
$216K -$26.2K -854 -10%
BAM
235
Burnham Asset Management
New York
$213K +$226K +7,360 New
FAAS
236
First Allied Advisory Services
California
$210K -$320K -10,426 -59%
RC
237
Roundview Capital
New Jersey
$210K -$3.68K -120 -2%
ACM
238
Argentus Capital Management
Texas
$209K -$294K -9,571 -57%
CAAS
239
Capital Asset Advisory Services
Michigan
$201K +$213K +6,927 New
EWM
240
Evercore Wealth Management
New York
$186K +$135K +4,405 +220%
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$183K +$194K +6,305 New
OTC
242
Opera Trading Capital
France
$172K +$183K +5,971 New
LWA
243
Lenox Wealth Advisors
New York
$166K +$1.29K +42 +0.7%
JIC
244
Joel Isaacson & Co
New York
$163K +$2.39K +78 +1%
Creative Planning
245
Creative Planning
Kansas
$155K -$89.6K -2,919 -35%
LWM
246
Lenox Wealth Management
Ohio
$146K +$154K +5,026 New
AFP
247
Ausdal Financial Partners
Iowa
$145K +$154K +5,009 New
CHC
248
City Holding Co
West Virginia
$136K -$8.01K -261 -5%
WA
249
Winfield Associates
Ohio
$133K -$284K -9,250 -67%
WRM
250
Westport Resources Management
Connecticut
$119K -$20.9K -681 -14%

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.