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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $2.69B → $3.18B (+$491M)

7% more funds holding

Funds holding: 272291 (+19)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

99% less call options, than puts

Call options by funds: $728K | Put options by funds: $52.6M

Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.36%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
26
Financial Advisory Group
Texas
$23.7M +$22.3M +452,086 +113,022%
LIM
27
Leavell Investment Management
Alabama
$21.7M -$116K -2,354 -0.6%
SHWM
28
Smith & Howard Wealth Management
Georgia
$20.9M +$885K +17,973 +5%
NEIRG
29
New England Investment & Retirement Group
Massachusetts
$19.7M -$16.8K -342 -0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$18.9M +$4.37M +88,658 +33%
JIC
31
Johnson Investment Counsel
Ohio
$18.7M -$3.61M -73,212 -17%
CCG
32
Chatham Capital Group
Georgia
$15.4M -$1.52M -30,770 -9%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$15.4M -$1.69M -34,352 -10%
WTC
34
WhitTier Trust Company
Nevada
$15.3M -$44.3K -900 -0.3%
AIA
35
Arrow Investment Advisors
Maryland
$15.3M -$345K -7,000 -2%
DWA
36
Dorsey Wright & Associates
California
$15.3M -$345K -7,000 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$15.2M -$1.71M -34,800 -11%
B
38
Baird
Wisconsin
$14.6M -$3.19M -64,728 -19%
VWM
39
Vector Wealth Management
Minnesota
$14.4M +$118K +2,398 +0.9%
SCM
40
Sterling Capital Management
North Carolina
$14.2M +$305K +6,200 +2%
SFA
41
Sequoia Financial Advisors
Ohio
$14.1M -$4.89M -99,184 -27%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$14M +$1.22M +24,800 +10%
LPL Financial
43
LPL Financial
California
$13.8M +$218K +4,433 +2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$13.6M +$3.98M +80,782 +45%
HCM
45
Hilton Capital Management
New York
$13.6M
JIP
46
Jaffetilchin Investment Partners
Florida
$13.3M +$180K +3,646 +1%
EGA
47
Eagle Global Advisors
Texas
$12.6M
WBG
48
Wharton Business Group
Pennsylvania
$12.6M -$31.1M -631,570 -72%
CAN
49
Cetera Advisor Networks
California
$12.4M -$387K -7,866 -3%
SGCA
50
Steel Grove Capital Advisors
Tennessee
$12M -$1.52M -30,828 -12%

AMJ Hedge Fund Activity: Q2 2014 in Review

291 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2014, worth a combined $3.18B — up 18% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AMJ positions and 14 closed out — a net gain of 20 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Wells Fargo, exiting entirely with an estimated $412M sold.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2014, up from 272 in Q1 2014.
  • Funds reported $3.18B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2014, up 18% quarter-over-quarter.
  • 34 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2014 and 14 closed out, a net change of +20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2014 was JP Morgan Chase, an estimated $127M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2014 was Wells Fargo, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.