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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

55% more call options, than puts

Call options by funds: $120M | Put options by funds: $77.1M

16% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 100

10% more funds holding

Funds holding: 298327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

10% less capital invested

Capital invested by funds: $3.22B → $2.89B (-$334M)

Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.72%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$11.3M +$6.32M +129,230 +112%
WBG
52
Wharton Business Group
Pennsylvania
$11M
Neuberger Berman Group
53
Neuberger Berman Group
New York
$10.9M -$1.16M -23,640 -9%
MFP
54
Mosaic Financial Partners
California
$10.4M +$151K +3,088 +1%
RJA
55
Raymond James & Associates
Florida
$9.9M +$127K +2,599 +1%
T
56
Thomaspartners
Massachusetts
$9.82M -$190K -3,888 -2%
B
57
Baird
Wisconsin
$9.77M -$506K -10,355 -5%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$9.67M -$551K -11,269 -5%
HCM
59
Hollencrest Capital Management
California
$9.47M -$1.08M -22,150 -10%
CAN
60
Cetera Advisor Networks
California
$9.45M +$69.2K +1,414 +0.7%
William Blair & Company
61
William Blair & Company
Illinois
$9.44M -$1.21M -24,730 -11%
Mariner
62
Mariner
Kansas
$9.41M +$1.74M +35,614 +21%
TCB
63
Texas Capital Bancshares
Texas
$9.36M
CG
64
Colony Group
Massachusetts
$8.55M -$994K -20,320 -10%
PAG
65
Private Advisor Group
New Jersey
$8.43M +$994K +20,319 +12%
M&T Bank
66
M&T Bank
New York
$8.4M -$44.3K -906 -0.5%
Jane Street
67
Jane Street
New York
$8.31M +$6.78M +138,670 +328%
HCM
68
Harvest Capital Management
New Hampshire
$8.3M +$959K +19,600 +12%
ZIM
69
Zacks Investment Management
Illinois
$8.26M +$8.79M +179,721 New
DG
70
Davidson & Garrard
Virginia
$7.91M +$114K +2,323 +1%
BC
71
Brinker Capital
Pennsylvania
$7.73M -$11.3M -230,764 -58%
CTB
72
Country Trust Bank
Illinois
$7.6M +$458K +9,361 +6%
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
$7.35M +$166K +3,399 +2%
CIA
74
Capital Investment Advisors
Georgia
$7.27M +$27.9K +571 +0.4%
M
75
MOTCO
Texas
$7.27M +$49.5K +1,013 +0.6%

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2014, worth a combined $2.89B — down 10% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMJ positions and 28 closed out — a net gain of 33 holders — while 116 added to existing stakes and 100 trimmed.

The largest buyer was Tiedemann Trust, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 327 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2014, up from 298 in Q3 2014.
  • Funds reported $2.89B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2014, down 10% quarter-over-quarter.
  • 61 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2014 and 28 closed out, a net change of +33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2014 was Tiedemann Trust, an estimated $29.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2014 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2014.