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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

243 hedge funds and large institutions have $2.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 243243 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$245M)

95% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $47.2M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
7.88%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.3%
New
22
Increased
89
Reduced
95
Closed
21
Calls
$2.3M
Puts
$47.2M
Net Calls
-$44.9M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
51
BBVA USA Bancshares
Texas
$11.5M +$319K +6,933 +3%
SGCA
52
Steel Grove Capital Advisors
Tennessee
$11.1M +$433K +9,425 +4%
SCM
53
Sterling Capital Management
North Carolina
$11.1M
T
54
Thomaspartners
Massachusetts
$10.5M -$1.02M -22,281 -9%
RJA
55
Raymond James & Associates
Florida
$9.9M -$1.89M -41,019 -16%
NC
56
NBW Capital
Massachusetts
$9.84M -$1.35M -29,391 -12%
William Blair & Company
57
William Blair & Company
Illinois
$9.65M -$1.91M -41,565 -16%
MFP
58
Mosaic Financial Partners
California
$9.51M -$263K -5,726 -3%
CFA
59
Carroll Financial Associates
North Carolina
$9.3M -$3.12M -67,847 -25%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$9.22M -$18.2M -395,960 -66%
SC
61
StellarOne Corp
Virginia
$8.59M +$251K +5,464 +3%
DG
62
Davidson & Garrard
Virginia
$8.34M -$662K -14,391 -7%
JIP
63
Jaffetilchin Investment Partners
Florida
$8.31M -$375K -8,159 -4%
EGA
64
Eagle Global Advisors
Texas
$7.83M +$2.53M +55,030 +46%
HighTower Advisors
65
HighTower Advisors
Illinois
$7.39M +$334K +7,268 +5%
VC
66
Vicus Capital
Pennsylvania
$6.79M -$2.36M -51,426 -25%
WSFS
67
Wilmington Savings Fund Society
Delaware
$6.63M +$792K +17,233 +13%
HCM
68
Harvest Capital Management
New Hampshire
$6.55M +$571K +12,425 +9%
M
69
MOTCO
Texas
$6.43M -$40.8K -888 -0.6%
RFC
70
Regions Financial Corp
Alabama
$6.32M -$2.02M -44,013 -24%
CFA
71
Camarda Financial Advisors
Florida
$6.31M -$343K -7,462 -5%
CTA
72
Chesley Taft & Associates
Illinois
$5.63M +$27.6K +600 +0.5%
Comerica Bank
73
Comerica Bank
Texas
$5.46M +$373K +8,105 +7%
TAM
74
Tocqueville Asset Management
New York
$5.37M -$82.1K -1,785 -1%
V
75
Veritable
Delaware
$5.35M +$426K +9,268 +8%

AMJ Hedge Fund Activity: Q3 2013 in Review

243 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2013, worth a combined $2.58B — down 8.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 21 closed out — a net gain of 1 holder — while 89 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Hefren-Tillotson, cutting an estimated $140M.

  • 243 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2013, down 8.7% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2013 and 21 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2013 was JP Morgan Chase, an estimated $112M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2013 was Hefren-Tillotson, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.