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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Klingman & Associates
New York
$21M -$8.91K -202 -0%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$20.6M +$5.75M +130,326 +37%
LIM
28
Leavell Investment Management
Alabama
$18.4M -$58.8K -1,332 -0.3%
SHWM
29
Smith & Howard Wealth Management
Georgia
$18M +$11.1K +251 +0.1%
UBS Group
30
UBS Group
Switzerland
$17.7M -$4.11M -93,151 -18%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$16.1M +$2.25M +51,024 +16%
HSA
32
HBK Sorce Advisory
Pennsylvania
$15.4M -$679K -15,393 -4%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$14.4M +$4.46M +101,022 +43%
DT
34
Diversified Trust
Tennessee
$13.6M -$9.67M -219,130 -41%
SFA
35
Sequoia Financial Advisors
Ohio
$13.4M +$2.39M +54,278 +21%
JIC
36
Johnson Investment Counsel
Ohio
$13.1M -$1.43M -32,331 -10%
CCG
37
Chatham Capital Group
Georgia
$13M -$4.19K -95 -0%
FAG
38
Financial Advisory Group
Texas
$12.9M -$4.48M -101,488 -25%
CS
39
Credit Suisse
Switzerland
$12.7M -$10.5M -237,555 -44%
WTC
40
WhitTier Trust Company
Nevada
$12.4M -$169K -3,825 -1%
VWM
41
Vector Wealth Management
Minnesota
$12.3M +$310K +7,034 +3%
LPL Financial
42
LPL Financial
California
$11.7M -$430K -9,739 -3%
Mariner
43
Mariner
Kansas
$11.2M +$2.5M +56,584 +28%
WSFS
44
Wilmington Savings Fund Society
Delaware
$10.7M -$472K -10,691 -4%
PAG
45
Private Advisor Group
New Jersey
$10.7M +$2.97M +67,240 +37%
EWM
46
Evermay Wealth Management
Virginia
$10.5M
NEIRG
47
New England Investment & Retirement Group
Massachusetts
$10.4M -$6.78M -153,728 -39%
WBG
48
Wharton Business Group
Pennsylvania
$10.3M
MFP
49
Mosaic Financial Partners
California
$10.1M +$428K +9,699 +4%
Ameriprise
50
Ameriprise
Minnesota
$10.1M +$3.86M +87,620 +57%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.