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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

55% more call options, than puts

Call options by funds: $120M | Put options by funds: $77.1M

16% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 100

10% more funds holding

Funds holding: 298327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

10% less capital invested

Capital invested by funds: $3.22B → $2.89B (-$334M)

Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.72%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$3.86K
NCM
327
Nelson Capital Management
California
$2K -$26K -532 -93%
NC
328
NewSquare Capital
Pennsylvania
$2K
GI
329
Gradient Investments
Minnesota
$1K
W
330
Wealthfront
California
$1K +$636 +13 New
BRWA
331
B. Riley Wealth Advisors
Florida
$108 +$115K +2,350 New
AIA
332
Arrow Investment Advisors
Maryland
-$13.7M -257,900 Closed
DWA
333
Dorsey Wright & Associates
California
-$13.7M -257,900 Closed
AP
334
AHL Partners
United Kingdom
-$10.4M -195,159 Closed
I2I
335
Insight 2811 Inc
Illinois
-$2.7M -50,929 Closed
AWA
336
Arete Wealth Advisors
Illinois
-$2.06M -38,911 Closed
CCMG
337
Clark Capital Management Group
Pennsylvania
-$2.03M -38,325 Closed
EWM
338
Evercore Wealth Management
New York
-$1.78M -33,535 Closed
HW
339
Hancock Whitney
Mississippi
-$1.14M -21,522 Closed
EWM
340
Elite Wealth Management
Washington
-$1.09M -20,518 Closed
Mirae Asset Global Investments
341
Mirae Asset Global Investments
South Korea
-$1.06M -20,000 Closed
ACM
342
Argentus Capital Management
Texas
-$738K -13,901 Closed
DAS
343
Dynamic Advisor Solutions
Arizona
-$704K -13,267 Closed
JG
344
Jefferies Group
New York
-$531K -10,000 Closed
CIC
345
Carnegie Investment Counsel
Ohio
-$273K -5,140 Closed
DC
346
Davenport & Co
Virginia
-$264K -4,972 Closed
RIG
347
Roosevelt Investment Group
New York
-$242K -4,550 Closed
F
348
Filament
Washington
-$235K -4,428 Closed
SC
349
SouthState Corp
Florida
-$231K -4,350 Closed
MC
350
Moors & Cabot
Massachusetts
-$223K -4,209 Closed

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2014, worth a combined $2.89B — down 10% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMJ positions and 28 closed out — a net gain of 33 holders — while 116 added to existing stakes and 100 trimmed.

The largest buyer was Tiedemann Trust, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 327 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2014, up from 298 in Q3 2014.
  • Funds reported $2.89B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2014, down 10% quarter-over-quarter.
  • 61 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2014 and 28 closed out, a net change of +33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2014 was Tiedemann Trust, an estimated $29.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2014 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2014.