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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wolverine Asset Management
Illinois
$14K +$14.9K +486 New
CPIG
277
Chicago Partners Investment Group
Illinois
$12K -$33.4K -1,087 -72%
MA
278
MUFG Americas
New York
$12K
PSC
279
Prentiss Smith & Co
Vermont
$12K
BlackRock
280
BlackRock
New York
$12K +$12.5K +408 New
MWP
281
MYCIO Wealth Partners
Pennsylvania
$10K -$74.7K -2,435 -87%
LWA
282
Lowe Wealth Advisors
Maryland
$10K
FIB
283
First Interstate Bank
Montana
$9K
FPFS
284
First Personal Financial Services
North Carolina
$9K
HPBT
285
High Point Bank & Trust
North Carolina
$9K
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7.67K +250 New
RBC
287
Roble Belko & Company
Pennsylvania
$6K
SAM
288
Shamrock Asset Management
Texas
$6K
ACS
289
Archford Capital Strategies
Illinois
$5K +$2.7K +88 New
CTC
290
Central Trust Company
Missouri
$3K -$2.42K -79 -44%
VCM
291
Versant Capital Management
Arizona
$1K +$1.53K +50 New
TAM
292
TPH Asset Management
Texas
$328 +$347K +11,306 New
RC
293
RegentAtlantic Capital
New Jersey
-$30.3M -997,264 Closed
Balyasny Asset Management
294
Balyasny Asset Management
Illinois
-$16.9M -550,000 Closed
BFG
295
Bouchey Financial Group
New York
-$4.77M -156,950 Closed
RVPG
296
Relative Value Partners Group
-$4.5M -147,984 Closed
ST
297
Sageworth Trust
Pennsylvania
-$3.19M -105,000 Closed
NG
298
NatWest Group
United Kingdom
-$3.03M -99,571 Closed
SCM
299
Stonehearth Capital Management
Massachusetts
-$2.93M -96,393 Closed
GWM
300
Graybill Wealth Management
Illinois
-$2.16M -71,133 Closed

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.