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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
26
Stelac Advisory Services
New York
$22.6M +$4.71M +104,351 +26%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$22.4M -$1.75M -38,769 -7%
FAG
28
Financial Advisory Group
Texas
$20.8M +$826K +18,302 +4%
JIC
29
Johnson Investment Counsel
Ohio
$20.2M -$2.53M -56,175 -11%
LIM
30
Leavell Investment Management
Alabama
$19.7M -$141K -3,135 -0.7%
Jane Street
31
Jane Street
New York
$19.4M -$11.3M -251,471 -38%
NEIRG
32
New England Investment & Retirement Group
Massachusetts
$18.5M -$212K -4,703 -1%
SHWM
33
Smith & Howard Wealth Management
Georgia
$17.1M +$416K +9,223 +3%
B
34
Baird
Wisconsin
$16.9M -$426K -9,443 -3%
BC
35
Brinker Capital
Pennsylvania
$16.7M +$65.9K +1,461 +0.4%
SFA
36
Sequoia Financial Advisors
Ohio
$16.5M +$16M +354,924 New
TCB
37
Texas Capital Bancshares
Texas
$15.3M
CCG
38
Chatham Capital Group
Georgia
$14.8M +$18.9K +418 +0.1%
EGA
39
Eagle Global Advisors
Texas
$14.6M +$6.28M +139,300 +79%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$14M +$1.19M +26,396 +10%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$13.8M +$120K +2,655 +0.9%
AIA
42
Arrow Investment Advisors
Maryland
$13.4M -$102K -2,250 -0.8%
DWA
43
Dorsey Wright & Associates
California
$13.3M -$102K -2,250 -0.8%
WTC
44
WhitTier Trust Company
Nevada
$13.2M +$735K +16,299 +6%
SGCA
45
Steel Grove Capital Advisors
Tennessee
$13M +$1.42M +31,513 +13%
LPL Financial
46
LPL Financial
California
$12.9M -$849K -18,819 -6%
VWM
47
Vector Wealth Management
Minnesota
$12.6M +$186K +4,126 +2%
BUB
48
BBVA USA Bancshares
Texas
$12.4M +$424K +9,403 +4%
CAN
49
Cetera Advisor Networks
California
$12.1M -$2.02M -44,786 -15%
VF
50
Virtu Financial
New York
$11.7M -$23.4M -519,054 -67%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.