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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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290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274 → 290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$97.8M
2
EGA
Eagle Global Advisors
Texas
+$92.3M
3
Morgan Stanley
Morgan Stanley
New York
+$83.1M
4
MHI
Miller Howard Investments
New York
+$73.3M
5
AR
Advisory Research
Illinois
+$34.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$665M
2
Wells Fargo
Wells Fargo
California
-$60.2M
3
RC
RegentAtlantic Capital
New Jersey
-$30.3M
4
Bank of America
Bank of America
North Carolina
-$30M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
26
Veritable
Delaware
$17.4M +$12.5M +408,757 +213%
COC
27
Commonwealth Opportunity Capital
California
$17.4M +$18.4M +600,000 New
SCA
28
Salient Capital Advisors
Texas
$17.2M +$16.2M +529,129 +841%
TCA
29
Tortoise Capital Advisors
Kansas
$16.9M +$19.4M +633,513 New
BJL
30
Brighton Jones LLC
Washington
$16.5M -$616K -20,065 -3%
ECM
31
Evergreen Capital Management
Washington
$15.8M +$10.7M +347,488 +175%
LPL Financial
32
LPL Financial
California
$15.2M +$7.4M +241,202 +86%
JG
33
Jefferies Group
New York
$13.4M +$14.2M +462,000 New
SAS
34
Stelac Advisory Services
New York
$12.8M -$13.3M -433,836 -50%
FDCC
35
Foster Dykema Cabot & Co
Massachusetts
$12.4M +$13.1M +427,914 New
SIAS
36
Shine Investment Advisory Services
Colorado
$11.8M +$9.5M +309,401 +318%
VWM
37
Vector Wealth Management
Minnesota
$11.6M +$1.78M +58,090 +17%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$11.6M +$6.58M +214,484 +115%
MCM
39
MAI Capital Management
Ohio
$10.5M -$2.08M -67,671 -16%
JFG
40
JMG Financial Group
Illinois
$9.98M -$2.18M -70,897 -17%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$9.9M +$379K +12,342 +4%
HSA
42
HBK Sorce Advisory
Pennsylvania
$9.26M -$871K -28,374 -8%
RT
43
Rockland Trust
Massachusetts
$8.86M +$8.35M +272,220 +813%
MPM
44
Meritage Portfolio Management
Kansas
$7.96M +$6.5M +211,895 +336%
MWAC
45
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.82M +$8.28M +269,757 New
TC
46
Telemus Capital
Michigan
$7.59M +$4.11M +133,966 +104%
RCYC
47
Richard C. Young & Co
Rhode Island
$7.55M +$7.99M +260,475 New
JIC
48
Johnson Investment Counsel
Ohio
$7.25M +$419K +13,636 +6%
CG
49
Caprock Group
Idaho
$6.78M +$7.18M +234,047 New
SB
50
Suntrust Banks
Georgia
$6.65M -$1.36M -44,172 -16%
1
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AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.