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.

288 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $2.82B → $2.66B (-$165M)

8% less funds holding

Funds holding: 314288 (-26)

15% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 120

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

50% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 42

97% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $69.2M

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
7.76%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
21
Increased
102
Reduced
120
Closed
42
Calls
$2.36M
Puts
$69.2M
Net Calls
-$66.8M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
276
MUFG Americas
New York
$16K
WTB
277
Washington Trust Bank
Washington
$14K +$9.77K +225 +188%
HPBT
278
High Point Bank & Trust
North Carolina
$12K
WA
279
Waverly Advisors
Alabama
$12K
TFA
280
Transamerica Financial Advisors
Florida
$10K -$13.2K -304 -56%
SAM
281
Shamrock Asset Management
Texas
$8K
BJ
282
Brouwer & Janachowski
California
$8K +$8.69K +200 New
RBC
283
Roble Belko & Company
Pennsylvania
$8K +$8.69K +200 New
TCOV
284
Trust Company of Vermont
Vermont
$8K +$8.69K +200 New
WBG
285
Wharton Business Group
Pennsylvania
$6.75K -$3.01M -69,400 -29%
WP
286
WealthPLAN Partners
Nebraska
$6K -$73.8K -1,700 -91%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$6K
HCM
288
Horrell Capital Management
Arkansas
$5K -$121K -2,795 -96%
LWA
289
Lowe Wealth Advisors
Maryland
$5K +$5K +115 New
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$5K +$5.65K +130 New
NC
291
NewSquare Capital
Pennsylvania
$2K -$4.34K -100 -72%
W
292
Wealthfront
California
$1K
JMPWA
293
JP Morgan Private Wealth Advisors
California
-$6.51M -152,066 Closed
Fidelity Investments
294
Fidelity Investments
Massachusetts
-$3.24M -75,800 Closed
FAAM
295
First Allied Asset Management
California
-$2.94M -69,382 Closed
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
-$2.46M -57,438 Closed
ACM
297
Arlington Capital Management
Illinois
-$1.93M -45,133 Closed
MTIM
298
Marathon Trading Investment Management
Pennsylvania
-$1M -23,463 Closed
VV
299
Verity & Verity
South Carolina
-$783K -18,295 Closed
BUB
300
BBVA USA Bancshares
Texas
-$537K -12,542 Closed

AMJ Hedge Fund Activity: Q2 2015 in Review

288 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2015, worth a combined $2.66B — down 5.9% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMJ and 21 opened new positions — a net loss of 21 holders — while 120 trimmed existing stakes and 102 added.

The largest buyer was JP Morgan Chase, adding an estimated $215M. The largest seller was Wells Fargo, cutting an estimated $40.8M.

  • 288 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2015, down from 314 in Q1 2015.
  • Funds reported $2.66B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2015 and 42 closed out, a net change of -21 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2015 was JP Morgan Chase, an estimated $215M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2015 was Wells Fargo, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2015.