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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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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: 298 → 327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 37 → 39 (+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

Top Buyers

Rank Fund Capital Flow
1
TT
Tiedemann Trust
Delaware
+$29.3M
2
MHI
Miller Howard Investments
New York
+$27.1M
3
DCC
Dow Chemical Company
Michigan
+$21.7M
4
SMA
Simply Money Advisors
Ohio
+$19.4M
5
HT
HAP Trading
New York
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$95.8M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$15M
3
Wells Fargo
Wells Fargo
California
-$13.8M
4
AIA
Arrow Investment Advisors
Maryland
-$13.7M
5
DWA
Dorsey Wright & Associates
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
251
Koshinski Asset Management
Illinois
$254K +$271K +5,538 New
WRM
252
Westport Resources Management
Connecticut
$248K +$7.73K +158 +3%
CAS
253
Cue Advisory Services
Arizona
$245K +$261K +5,328 New
CHC
254
City Holding Co
West Virginia
$238K +$56.3K +1,152 +29%
SCM
255
Stonehearth Capital Management
Massachusetts
$238K +$253K +5,171 New
PFS
256
Prospera Financial Services
Texas
$235K -$16.1K -330 -6%
VFS
257
VSR Financial Services
Kansas
$223K -$764K -15,615 -76%
LD
258
Lipe & Dalton
New York
$223K – – –
MWP
259
MYCIO Wealth Partners
Pennsylvania
$214K +$2.49K +51 +1%
RJT
260
Raymond James Trust
Florida
$214K +$28.7K +586 +14%
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$212K -$24.5K -500 -10%
FMW
262
Farr Miller & Washington
District of Columbia
$211K – – –
PWLP
263
Prio Wealth Limited Partnership
Massachusetts
$211K – – –
SF
264
Synovus Financial
Georgia
$208K – – –
MLL
265
Moody Lynn & Lieberson
Massachusetts
$205K +$22.7K +465 +12%
MM
266
Main Management
California
$202K – – –
RFS
267
Rockefeller Financial Services
New York
$202K – – –
OIA
268
Optimum Investment Advisors
Illinois
$196K +$8.31K +170 +4%
MFBTD
269
MB Financial Bank - Trust Department
Illinois
$193K -$205K -4,200 -50%
GWA
270
Genesis Wealth Advisors
Massachusetts
$192K +$206K +4,213 New
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K +$169K +3,465 +510%
SIG
272
Stanford Investment Group
California
$172K +$183K +3,744 New
AC
273
Alexandria Capital
Virginia
$170K – – –
First Manhattan
274
First Manhattan
New York
$170K – – –
GT
275
Glenmede Trust
Pennsylvania
$159K – – –
9 10
11
12 13

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,749 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.