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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $2.69B → $3.18B (+$491M)

7% more funds holding

Funds holding: 272291 (+19)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

99% less call options, than puts

Call options by funds: $728K | Put options by funds: $52.6M

Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.36%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Merriman Wealth Management
Washington
$202K -$14.8K -300 -7%
AC
252
Alexandria Capital
Virginia
$194K
First Manhattan
253
First Manhattan
New York
$193K +$88.7K +1,800 +95%
GT
254
Glenmede Trust
Pennsylvania
$181K -$4.24K -86 -2%
HT
255
Hefren-Tillotson
Pennsylvania
$170K
AllianceBernstein
256
AllianceBernstein
Tennessee
$166K +$156K +3,161 New
SIA
257
SeaBridge Investment Advisors
New Jersey
$147K
FMII
258
Farmers & Merchants Investments Inc
Nebraska
$134K
QAM
259
QCI Asset Management
New York
$131K
IPC
260
Independent Portfolio Consultants
Florida
$127K +$119K +2,425 New
KT
261
Kanaly Trust
Texas
$115K
HCM
262
Horrell Capital Management
Arkansas
$115K +$4.93K +100 +5%
BRWA
263
B. Riley Wealth Advisors
Florida
$113K +$106K +2,154 New
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$108K
CFN
265
Cordasco Financial Network
Florida
$105K -$29.8K -605 -23%
CTC
266
Central Trust Company
Missouri
$104K -$28.6K -580 -23%
SCG
267
Strategic Capital Group
Washington
$97K -$145K -2,949 -61%
MCM
268
Manchester Capital Management
Vermont
$90K
DAM
269
Delta Asset Management
Tennessee
$83K
WRM
270
Westport Resources Management
Connecticut
$82K +$14.8K +300 +24%
TFA
271
Transamerica Financial Advisors
Florida
$77K -$1.08K -22 -1%
ST
272
Smithfield Trust
Pennsylvania
$60K +$56.2K +1,140 New
CMO
273
Covenant Multifamily Offices
Texas
$54K +$50.7K +1,030 New
TCOV
274
Trust Company of Vermont
Vermont
$52K +$49.3K +1,000 New
MAM
275
Mizuho Asset Management
Japan
$49K +$15K +304 +48%

AMJ Hedge Fund Activity: Q2 2014 in Review

291 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2014, worth a combined $3.18B — up 18% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AMJ positions and 14 closed out — a net gain of 20 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Wells Fargo, exiting entirely with an estimated $412M sold.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2014, up from 272 in Q1 2014.
  • Funds reported $3.18B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2014, up 18% quarter-over-quarter.
  • 34 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2014 and 14 closed out, a net change of +20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2014 was JP Morgan Chase, an estimated $127M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2014 was Wells Fargo, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.