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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
FBT
276
Founders Bank & Trust
Michigan
$48K -$1.23K -25 -3%
BAM
277
Barrett Asset Management
New York
$45K -$54.2K -1,100 -56%
MA
278
MUFG Americas
New York
$45K
KTC
279
Kistler-Tiffany Companies
Pennsylvania
$37K +$246 +5 +0.7%
SNT
280
Security National Trust
West Virginia
$29K
Federated Hermes
281
Federated Hermes
Pennsylvania
$26K +$24.6K +500 New
GSC
282
Ground Swell Capital
South Carolina
$21K +$19.7K +400 New
CAL
283
Capital Analysts LLC
Pennsylvania
$18.5K +$17.4K +354 New
SAM
284
Shamrock Asset Management
Texas
$18K +$7.34K +149 +75%
HPBT
285
High Point Bank & Trust
North Carolina
$16K
WA
286
Waverly Advisors
Alabama
$16K
PAS
287
Partnervest Advisory Services
California
$15K
BFEC
288
Benjamin F. Edwards & Company
Missouri
$14K -$25.7K -521 -66%
MAS
289
Madden Advisory Services
Florida
$13K +$11.8K +240 New
AssetMark Inc
290
AssetMark Inc
California
$11K +$10.8K +219 New
JIC
291
Joel Isaacson & Co
New York
$10K
S
292
SignatureFD
Georgia
$7K -$2.56K -52 -29%
GAM
293
Gemmer Asset Management
California
$3K
GI
294
Gradient Investments
Minnesota
$1K
RJFSA
295
Raymond James Financial Services Advisors
Florida
-$24.7M -531,678 Closed
LCM
296
Logan Capital Management
Pennsylvania
-$1.16M -25,000 Closed
HT
297
HAP Trading
New York
-$1.11M -22,500 Closed
MHS
298
M Holdings Securities
Oregon
-$382K -8,210 Closed
ST
299
Spot Trading
Illinois
-$239K -4,847 Closed
VCM
300
Vigilant Capital Management
Maine
-$161K -3,466 Closed

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.