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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
51
Eagle Global Advisors
Texas
$9.84M -$5.75M -130,310 -36%
SGCA
52
Steel Grove Capital Advisors
Tennessee
$9.4M +$9.69M +219,697 New
Kayne Anderson Rudnick Investment Management
53
Kayne Anderson Rudnick Investment Management
California
$9.07M +$2.28M +51,796 +32%
T
54
Thomaspartners
Massachusetts
$9.04M -$106K -2,410 -1%
RJA
55
Raymond James & Associates
Florida
$8.82M -$412K -9,330 -4%
William Blair & Company
56
William Blair & Company
Illinois
$8.75M -$45.6K -1,033 -0.5%
CTB
57
Country Trust Bank
Illinois
$8.73M +$1.71M +38,691 +23%
HCM
58
Hollencrest Capital Management
California
$8.73M -$94.5K -2,142 -1%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$8.46M -$562K -12,730 -6%
CG
60
Colony Group
Massachusetts
$8.25M +$292K +6,623 +4%
TT
61
Tiedemann Trust
Delaware
$8.18M -$25.6M -579,271 -75%
TCB
62
Texas Capital Bancshares
Texas
$8.17M
AL
63
Aspiriant LLC
California
$8.06M +$3.18M +72,071 +62%
HCM
64
Harvest Capital Management
New Hampshire
$7.89M +$167K +3,780 +2%
CAN
65
Cetera Advisor Networks
California
$7.72M -$1.11M -25,213 -12%
DG
66
Davidson & Garrard
Virginia
$7.26M -$116K -2,630 -2%
M&T Bank
67
M&T Bank
New York
$6.99M -$859K -19,477 -11%
CIA
68
Capital Investment Advisors
Georgia
$6.83M +$57.4K +1,301 +0.8%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$6.57M +$1.62M +36,681 +31%
JMPWA
70
JP Morgan Private Wealth Advisors
California
$6.51M -$4.1M -92,952 -38%
CFA
71
Camarda Financial Advisors
Florida
$6.46M +$9.62K +218 +0.1%
Deutsche Bank
72
Deutsche Bank
Germany
$6.42M -$3.17M -71,810 Closed
V
73
Veritable
Delaware
$6.33M +$603K +13,680 +10%
M
74
MOTCO
Texas
$6.28M -$508K -11,526 -7%
VC
75
Vestor Capital
Illinois
$6.14M +$255K +5,790 +4%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.