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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
RCG
301
Ruggie Capital Group
Florida
-$525K -12,270 Closed
Creative Planning
302
Creative Planning
Kansas
-$335K -7,821 Closed
LH
303
Lebenthal Holdings
New York
-$320K -7,479 Closed
SC
304
SouthState Corp
Florida
-$270K -6,316 Closed
CBB
305
Citizens Business Bank
California
-$252K -5,889 Closed
SHA
306
Smith Hayes Advisers
Nebraska
-$239K -5,580 Closed
SWP
307
Stratos Wealth Partners
Ohio
-$238K -5,545 Closed
CAS
308
Cue Advisory Services
Arizona
-$226K -5,347 Closed
BAAM
309
Baker Avenue Asset Management
California
-$214K -5,000 Closed
FFA
310
First Foundation Advisors
California
-$212K -4,962 Closed
LD
311
Lipe & Dalton
New York
-$208K -4,849 Closed
MWM
312
Merriman Wealth Management
Washington
-$200K -4,615 Closed
AC
313
Alexandria Capital
Virginia
-$158K -3,700 Closed
IP
314
Investment Partners
Ohio
-$78K -1,820 Closed
TF
315
Tompkins Financial
New York
-$77K -1,800 Closed
BBHC
316
Brown Brothers Harriman & Co
New York
-$45K -1,050 Closed
CMO
317
Covenant Multifamily Offices
Texas
-$44K -1,030 Closed
BAM
318
Barrett Asset Management
New York
-$36K -850 Closed
DBT
319
Dubuque Bank & Trust
Iowa
-$28K -650 Closed
SF
320
Synovus Financial
Georgia
-$25K -585 Closed
ONB
321
Old National Bancorp
Indiana
-$23K -526 Closed
CBT
322
Central Bank & Trust
Kentucky
-$20K -477 Closed
CAL
323
Capital Analysts LLC
Pennsylvania
-$15.7K -367 Closed
WCM
324
Wealthcare Capital Management
Virginia
-$13K -297 Closed
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
-$6.86K -158 -99%

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.