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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
MLL
251
Moody Lynn & Lieberson
Massachusetts
$212K
BFPW
252
BOK Financial Private Wealth
Colorado
$211K
ACI
253
Alpha Cubed Investments
California
$204K -$400K -7,627 -66%
AC
254
Alexandria Capital
Virginia
$196K
First Manhattan
255
First Manhattan
New York
$196K
GT
256
Glenmede Trust
Pennsylvania
$183K
Parallax Volatility Advisers
257
Parallax Volatility Advisers
California
$165K -$143K -2,720 -47%
HT
258
Hefren-Tillotson
Pennsylvania
$160K -$12.4K -237 -7%
DADC
259
D.A. Davidson & Co
Montana
$159K -$710K -13,552 -82%
SIA
260
SeaBridge Investment Advisors
New Jersey
$149K
MCM
261
Manchester Capital Management
Vermont
$141K +$48.9K +933 +54%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$136K
QAM
263
QCI Asset Management
New York
$135K +$2.62K +50 +2%
HR
264
Howe & Rusling
New York
$118K +$117K +2,227 New
KT
265
Kanaly Trust
Texas
$117K
HCM
266
Horrell Capital Management
Arkansas
$116K
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$110K
CTC
268
Central Trust Company
Missouri
$106K
CFN
269
Cordasco Financial Network
Florida
$104K -$2.62K -50 -3%
SCA
270
Strategic Capital Alternatives
United States
$90K +$89.1K +1,700 New
ST
271
Smithfield Trust
Pennsylvania
$74K +$13.1K +250 +22%
DAM
272
Delta Asset Management
Tennessee
$71K -$13.1K -250 -16%
TFA
273
Transamerica Financial Advisors
Florida
$69K -$9.01K -172 -12%
SSG
274
Summit Securities Group
New York
$69K +$68.1K +1,300 New
CMO
275
Covenant Multifamily Offices
Texas
$55K

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.