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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $141M | Put options by funds: $47.3M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 291298 (+7)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

1% more capital invested

Capital invested by funds: $3.18B → $3.22B (+$43.9M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Baird
Wisconsin
$11.8M -$2.87M -54,842 -20%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$11.8M -$3.82M -72,858 -25%
T
53
Thomaspartners
Massachusetts
$11.6M -$310K -5,915 -3%
TCB
54
Texas Capital Bancshares
Texas
$11.5M
SGCA
55
Steel Grove Capital Advisors
Tennessee
$11.4M -$691K -13,194 -6%
RJA
56
Raymond James & Associates
Florida
$11.3M +$136K +2,592 +1%
CG
57
Colony Group
Massachusetts
$11M +$784K +14,968 +8%
CAN
58
Cetera Advisor Networks
California
$10.8M -$1.8M -34,289 -14%
HighTower Advisors
59
HighTower Advisors
Illinois
$10.6M -$448K -8,557 -4%
AP
60
AHL Partners
United Kingdom
$10.4M +$10.2M +195,159 New
MA
61
MCF Advisors
Kentucky
$9.96M +$2.89M +55,135 +35%
M&T Bank
62
M&T Bank
New York
$9.75M +$9.18M +175,252 +2,082%
CFA
63
Carroll Financial Associates
North Carolina
$9.13M -$643K -12,262 -6%
TT
64
Tiedemann Trust
Delaware
$9.02M -$853K -16,288 -9%
DG
65
Davidson & Garrard
Virginia
$9.02M +$23.9K +457 +0.3%
Mariner
66
Mariner
Kansas
$8.97M +$119K +2,269 +1%
PAG
67
Private Advisor Group
New Jersey
$8.65M -$172K -3,286 -2%
HCM
68
Harvest Capital Management
New Hampshire
$8.55M +$31.4K +600 +0.4%
CIA
69
Capital Investment Advisors
Georgia
$8.37M +$61.9K +1,181 +0.8%
M
70
MOTCO
Texas
$8.34M +$289K +5,524 +4%
Kayne Anderson Rudnick Investment Management
71
Kayne Anderson Rudnick Investment Management
California
$8.31M +$464K +8,857 +6%
CTB
72
Country Trust Bank
Illinois
$8.28M +$1.22M +23,348 +18%
CFA
73
Camarda Financial Advisors
Florida
$7.92M -$56.1K -1,070 -0.7%
AA
74
Advisory Alpha
Michigan
$7.86M +$329K +6,288 +4%
VC
75
Vestor Capital
Illinois
$7.78M +$176K +3,367 +2%

AMJ Hedge Fund Activity: Q3 2014 in Review

298 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2014, worth a combined $3.22B — up 1.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 16 closed out — a net gain of 12 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $460M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $14.2M sold.

  • 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2014, up from 291 in Q2 2014.
  • Funds reported $3.22B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2014 was Wells Fargo, an estimated $460M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2014 was Sterling Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2014.