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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

288 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $2.82B → $2.66B (-$165M)

8% less funds holding

Funds holding: 314288 (-26)

15% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 120

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

50% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 42

97% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $69.2M

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
7.76%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
21
Increased
102
Reduced
120
Closed
42
Calls
$2.36M
Puts
$69.2M
Net Calls
-$66.8M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
51
Kayne Anderson Rudnick Investment Management
California
$8.61M +$246K +5,673 +3%
William Blair & Company
52
William Blair & Company
Illinois
$8.54M +$492K +11,318 +6%
HCM
53
Hollencrest Capital Management
California
$8.05M -$29K -668 -0.3%
CAN
54
Cetera Advisor Networks
California
$7.72M
RJA
55
Raymond James & Associates
Florida
$7.67M -$539K -12,401 -6%
AL
56
Aspiriant LLC
California
$7.5M +$45.4K +1,046 +0.6%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$7.34M -$533K -12,272 -6%
TT
58
Tiedemann Trust
Delaware
$7.12M -$499K -11,498 -6%
DG
59
Davidson & Garrard
Virginia
$6.67M -$54K -1,242 -0.7%
CFA
60
Carroll Financial Associates
North Carolina
$6.48M +$5.55M +127,821 +358%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$6.2M +$131K +3,019 +2%
CIA
62
Capital Investment Advisors
Georgia
$6.15M -$182K -4,192 -3%
EGA
63
Eagle Global Advisors
Texas
$6.14M -$3.25M -74,875 -33%
EWM
64
Edge Wealth Management
New York
$6.09M +$1.04M +23,831 +18%
M&T Bank
65
M&T Bank
New York
$6.03M -$484K -11,138 -7%
DT
66
Diversified Trust
Tennessee
$6.01M -$7.22M -166,231 -52%
SGAM
67
Steinberg Global Asset Management
Florida
$5.93M +$1.18M +27,120 +22%
CFA
68
Camarda Financial Advisors
Florida
$5.84M -$145K -3,332 -2%
M
69
MOTCO
Texas
$5.82M +$16.6K +383 +0.3%
RTS
70
Round Table Services
New Jersey
$5.7M +$923K +21,242 +17%
VC
71
Vestor Capital
Illinois
$5.55M -$141K -3,235 -2%
ECM
72
Evergreen Capital Management
Washington
$5.55M +$210K +4,840 +4%
BFG
73
Bouchey Financial Group
New York
$5.42M +$617K +14,208 +12%
FG
74
Fiduciary Group
Georgia
$5.22M +$5.73M +131,948 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$5.2M +$5.7M +131,190 New

AMJ Hedge Fund Activity: Q2 2015 in Review

288 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2015, worth a combined $2.66B — down 5.9% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMJ and 21 opened new positions — a net loss of 21 holders — while 120 trimmed existing stakes and 102 added.

The largest buyer was JP Morgan Chase, adding an estimated $215M. The largest seller was Wells Fargo, cutting an estimated $40.8M.

  • 288 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2015, down from 314 in Q1 2015.
  • Funds reported $2.66B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2015 and 42 closed out, a net change of -21 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2015 was JP Morgan Chase, an estimated $215M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2015 was Wells Fargo, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2015.