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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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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: 298 → 327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 37 → 39 (+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

Top Buyers

Rank Fund Capital Flow
1
TT
Tiedemann Trust
Delaware
+$29.3M
2
MHI
Miller Howard Investments
New York
+$27.1M
3
DCC
Dow Chemical Company
Michigan
+$21.7M
4
SMA
Simply Money Advisors
Ohio
+$19.4M
5
HT
HAP Trading
New York
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$95.8M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$15M
3
Wells Fargo
Wells Fargo
California
-$13.8M
4
AIA
Arrow Investment Advisors
Maryland
-$13.7M
5
DWA
Dorsey Wright & Associates
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$23.2M +$24.7M +505,677 New
KA
27
Klingman & Associates
New York
$22.6M +$24M +491,150 New
LIM
28
Leavell Investment Management
Alabama
$19.8M -$58.8K -1,203 -0.3%
SHWM
29
Smith & Howard Wealth Management
Georgia
$19.3M +$782K +15,999 +4%
CS
30
Candriam SCA
Luxembourg
$19.2M +$20.4M +417,000 New
CNB
31
City National Bank
California
$19.1M +$5.22M +106,731 +35%
FAG
32
Financial Advisory Group
Texas
$18.5M +$63.2K +1,292 +0.3%
NEIRG
33
New England Investment & Retirement Group
Massachusetts
$18.2M +$124K +2,540 +0.6%
SMA
34
Simply Money Advisors
Ohio
$18.2M +$19.4M +396,877 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$17.6M +$3.78M +77,335 +25%
MA
36
MCF Advisors
Kentucky
$17.5M +$8.12M +165,963 +78%
HSA
37
HBK Sorce Advisory
Pennsylvania
$17.3M -$15M -306,995 -45%
EGA
38
Eagle Global Advisors
Texas
$16.5M +$6.37M +130,160 +57%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$16.2M +$2.32M +47,372 +16%
JIC
40
Johnson Investment Counsel
Ohio
$15.6M -$435K -8,904 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$14.9M -$1.71M -34,870 -10%
HT
42
HAP Trading
New York
$14.7M +$15.7M +320,094 New
CCG
43
Chatham Capital Group
Georgia
$14M +$363K +7,429 +3%
Millennium Management
44
Millennium Management
New York
$13.8M +$14.4M +294,764 +5,017%
WTC
45
WhitTier Trust Company
Nevada
$13.5M +$151K +3,078 +1%
LPL Financial
46
LPL Financial
California
$13M +$410K +8,383 +3%
VWM
47
Vector Wealth Management
Minnesota
$12.9M +$299K +6,118 +2%
WSFS
48
Wilmington Savings Fund Society
Delaware
$12M +$889K +18,181 +7%
SFA
49
Sequoia Financial Advisors
Ohio
$11.9M +$359K +7,344 +3%
EWM
50
Evermay Wealth Management
Virginia
$11.5M – – –
1
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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.