We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

243 hedge funds and large institutions have $2.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 243243 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$245M)

95% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $47.2M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
7.88%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.3%
New
22
Increased
89
Reduced
95
Closed
21
Calls
$2.3M
Puts
$47.2M
Net Calls
-$44.9M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$27.4M +$1.85M +40,222 +7%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$23.5M +$19.2M +417,580 +380%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$23.2M -$18.4M -400,598 -43%
HTC
29
Haverford Trust Company
Pennsylvania
$22.5M +$1.4M +30,412 +6%
JIC
30
Johnson Investment Counsel
Ohio
$22M -$10.8M -234,554 -32%
VHS
31
Vitol Holding (Switzerland)
Switzerland
$20.3M +$19.4M +421,514 +1,264%
VKH
32
Virtu KCG Holdings
New York
$19.6M +$20.2M +439,988 New
FAG
33
Financial Advisory Group
Texas
$19.2M +$457K +9,937 +2%
LIM
34
Leavell Investment Management
Alabama
$19.1M -$15.7K -342 -0.1%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$18M -$2M -43,555 -10%
Morgan Stanley
36
Morgan Stanley
New York
$18M +$18.6M +403,702 New
SAS
37
Stelac Advisory Services
New York
$17.6M +$3.67M +79,808 +25%
TCB
38
Texas Capital Bancshares
Texas
$16.9M
B
39
Baird
Wisconsin
$16.7M +$193K +4,200 +1%
SHWM
40
Smith & Howard Wealth Management
Georgia
$16.1M +$713K +15,507 +5%
BC
41
Brinker Capital
Pennsylvania
$16M +$1.6M +34,725 +11%
CCG
42
Chatham Capital Group
Georgia
$14.3M +$263K +5,727 +2%
CAN
43
Cetera Advisor Networks
California
$13.7M -$245K -5,320 -2%
LPL Financial
44
LPL Financial
California
$13.3M -$852K -18,527 -6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$13.2M +$477K +10,366 +4%
AIA
46
Arrow Investment Advisors
Maryland
$13M +$13.4M +291,800 New
NEAM
47
New England Asset Management
Connecticut
$12.4M
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$12.3M -$4.9M -106,551 -28%
WTC
49
WhitTier Trust Company
Nevada
$12M -$54.3K -1,180 -0.4%
VWM
50
Vector Wealth Management
Minnesota
$11.9M +$10.2K +221 +0.1%

AMJ Hedge Fund Activity: Q3 2013 in Review

243 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2013, worth a combined $2.58B — down 8.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 21 closed out — a net gain of 1 holder — while 89 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Hefren-Tillotson, cutting an estimated $140M.

  • 243 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2013, down 8.7% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2013 and 21 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2013 was JP Morgan Chase, an estimated $112M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2013 was Hefren-Tillotson, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.