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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
BIG
326
Blackthorn Investment Group
Kansas
-$3.22M -70,000 Closed
FIM
327
Friedberg Investment Management
Texas
-$2.89M -63,001 Closed
SSWM
328
Sheets Smith Wealth Management
North Carolina
-$1.74M -37,850 Closed
TA
329
Tiedemann Advisors
New York
-$1.53M -33,293 Closed
SIC
330
Sigma Investment Counselors
Michigan
-$1.49M -32,500 Closed
WCM
331
Weatherstone Capital Management
Colorado
-$1.16M -25,264 Closed
MG
332
MDE Group
New Jersey
-$903K -19,662 Closed
AR
333
Advisory Research
Illinois
-$887K -19,305 Closed
BCM
334
Beck Capital Management
Texas
-$770K -16,755 Closed
PCM
335
Prelude Capital Management
New York
-$766K -16,681 Closed
Citadel Advisors
336
Citadel Advisors
Florida
-$757K -16,465 Closed
FA
337
FDx Advisors
Illinois
-$624K -13,579 Closed
BAM
338
Burnham Asset Management
New York
-$459K -10,000 Closed
SG Americas Securities
339
SG Americas Securities
New York
-$386K -8,400 Closed
WKWM
340
Walter & Keenan Wealth Management
Indiana
-$381K -8,300 Closed
HP
341
HT Partners
Connecticut
-$378K -8,217 Closed
SFM
342
Signature Financial Management
Virginia
-$289K -6,300 Closed
Koshinski Asset Management
343
Koshinski Asset Management
Illinois
-$254K -5,538 Closed
SCM
344
Stonehearth Capital Management
Massachusetts
-$238K -5,171 Closed
VFS
345
VSR Financial Services
Kansas
-$223K -4,846 Closed
RJT
346
Raymond James Trust
Florida
-$214K -4,654 Closed
FMW
347
Farr Miller & Washington
District of Columbia
-$211K -4,600 Closed
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
-$211K -4,600 Closed
MLL
349
Moody Lynn & Lieberson
Massachusetts
-$205K -4,465 Closed
MM
350
Main Management
California
-$202K -4,400 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.