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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
301
Wealthcare Capital Management
Virginia
$13K +$13.1K +297 New
SAM
302
Shamrock Asset Management
Texas
$9K
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$7K -$32.8K -744 -82%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$6K
NC
305
NewSquare Capital
Pennsylvania
$6K +$4.41K +100 +263%
BIM
306
BlackRock Investment Management
Delaware
$6K +$6.66K +151 New
WTB
307
Washington Trust Bank
Washington
$5K -$27.6K -625 -84%
CFSG
308
Community Financial Services Group
Vermont
$4K -$13.2K -300 -75%
CYG
309
Clean Yield Group
Vermont
$4K +$4.19K +95 New
IF
310
Ironwood Financial
Arizona
$4K +$4.41K +100 New
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$3.6K
S
312
SignatureFD
Georgia
$2K -$3.97K -90 -71%
NCM
313
Nelson Capital Management
California
$2K
AssetMark Inc
314
AssetMark Inc
California
$2K +$2.21K +50 New
MAA
315
Managed Account Advisors
New Jersey
$2K +$2.21K +50 New
VC
316
Vicus Capital
Pennsylvania
$1.87K -$26.1K -591 -1%
GI
317
Gradient Investments
Minnesota
$1K
W
318
Wealthfront
California
$1K
CS
319
Candriam SCA
Luxembourg
-$19.2M -417,000 Closed
SMA
320
Simply Money Advisors
Ohio
-$18.2M -396,877 Closed
ZIM
321
Zacks Investment Management
Illinois
-$8.26M -179,721 Closed
LCM
322
Leisure Capital Management
California
-$5.8M -126,215 Closed
SCA
323
Southpoint Capital Advisors
New York
-$4.59M -100,000 Closed
CCM
324
Canal Capital Management
Virginia
-$3.9M -84,786 Closed
BWFM
325
Bridgewater Wealth & Financial Management
Maryland
-$3.79M -82,366 Closed

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.