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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Sterling Capital Management
North Carolina
$11.1M -$366K -8,110 -3%
MAM
52
Marquette Asset Management
Minnesota
$11M +$9.49M +210,282 +777%
T
53
Thomaspartners
Massachusetts
$10.8M -$126K -2,800 -1%
HCM
54
Hollencrest Capital Management
California
$10.6M +$10.3M +227,906 New
RJA
55
Raymond James & Associates
Florida
$10.4M +$82.2K +1,822 +0.8%
William Blair & Company
56
William Blair & Company
Illinois
$10.4M +$330K +7,325 +3%
MFP
57
Mosaic Financial Partners
California
$10.1M +$193K +4,284 +2%
NC
58
NBW Capital
Massachusetts
$9.65M -$559K -12,387 -6%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$9.43M -$150K -3,330 -2%
CFA
60
Carroll Financial Associates
North Carolina
$9.37M -$289K -6,401 -3%
CG
61
Colony Group
Massachusetts
$9.35M +$9.1M +201,641 New
DG
62
Davidson & Garrard
Virginia
$8.76M +$93.1K +2,064 +1%
JIP
63
Jaffetilchin Investment Partners
Florida
$8.71M +$76.1K +1,688 +0.9%
BA
64
Bridgewater Advisors
New York
$8.25M +$8.03M +178,015 New
HCM
65
Hilton Capital Management
New York
$7.97M
WSFS
66
Wilmington Savings Fund Society
Delaware
$7.46M +$559K +12,394 +8%
CIA
67
Capital Investment Advisors
Georgia
$7.43M +$7.23M +160,297 New
HCM
68
Harvest Capital Management
New Hampshire
$7.37M +$555K +12,300 +8%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$7.33M -$37.3M -826,124 -84%
HighTower Advisors
70
HighTower Advisors
Illinois
$7.28M -$386K -8,546 -5%
M
71
MOTCO
Texas
$6.93M +$243K +5,383 +4%
PAG
72
Private Advisor Group
New Jersey
$6.67M +$6.5M +143,978 New
AA
73
Advisory Alpha
Michigan
$6.34M +$6.18M +136,896 New
CFA
74
Camarda Financial Advisors
Florida
$6.29M -$257K -5,692 -4%
CTA
75
Chesley Taft & Associates
Illinois
$6.12M +$257K +5,700 +5%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.