AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

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
Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.73%
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
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$23.2M +$23.2M +505,677 New
KA
27
Klingman & Associates
New York
$22.6M +$22.6M +491,150 New
LIM
28
Leavell Investment Management
Alabama
$19.8M -$55.3K -1,203 -0.3%
SHWM
29
Smith & Howard Wealth Management
Georgia
$19.3M +$735K +15,999 +4%
CS
30
Candriam SCA
Luxembourg
$19.2M +$19.2M +417,000 New
CNB
31
City National Bank
California
$19.1M +$4.9M +106,731 +35%
FAG
32
Financial Advisory Group
Texas
$18.5M +$59.4K +1,292 +0.3%
NEIRG
33
New England Investment & Retirement Group
Massachusetts
$18.2M +$117K +2,540 +0.6%
SMA
34
Simply Money Advisors
Ohio
$18.2M +$18.2M +396,877 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$17.6M +$3.55M +77,335 +25%
MA
36
MCF Advisors
Kentucky
$17.5M +$7.63M +165,963 +78%
HSA
37
HBK Sorce Advisory
Pennsylvania
$17.3M -$14.1M -306,995 -45%
EGA
38
Eagle Global Advisors
Texas
$16.5M +$5.98M +130,160 +57%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$16.2M +$2.18M +47,372 +16%
JIC
40
Johnson Investment Counsel
Ohio
$15.6M -$409K -8,904 -3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$14.9M -$1.6M -34,870 -10%
HT
42
HAP Trading
New York
$14.7M +$14.7M +320,094 New
CCG
43
Chatham Capital Group
Georgia
$14M +$341K +7,429 +3%
Millennium Management
44
Millennium Management
New York
$13.8M +$13.5M +294,764 +5,017%
WTC
45
WhitTier Trust Company
Nevada
$13.5M +$141K +3,078 +1%
LPL Financial
46
LPL Financial
California
$13M +$385K +8,383 +3%
VWM
47
Vector Wealth Management
Minnesota
$12.9M +$281K +6,118 +2%
WSFS
48
Wilmington Savings Fund Society
Delaware
$12M +$835K +18,181 +7%
SFA
49
Sequoia Financial Advisors
Ohio
$11.9M +$337K +7,344 +3%
EWM
50
Evermay Wealth Management
Virginia
$11.5M