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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
51
Smith & Howard Wealth Management
Georgia
$6.47M -$6.26M -204,077 -48%
William Blair & Company
52
William Blair & Company
Illinois
$6.4M -$767K -24,987 -10%
CCG
53
Chatham Capital Group
Georgia
$6.33M -$945K -30,802 -12%
CS
54
Credit Suisse
Switzerland
$6.27M -$6.72M -219,097 -50%
PFM
55
Peak Financial Management
Massachusetts
$6.03M +$6.39M +208,257 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$5.99M -$7.11M -231,555 -53%
HighTower Advisors
57
HighTower Advisors
Illinois
$5.95M +$4.07M +132,561 +182%
TT
58
Tiedemann Trust
Delaware
$5.9M -$860K -28,018 -12%
EWA
59
EP Wealth Advisors
California
$5.7M +$6.03M +196,618 New
WTC
60
WhitTier Trust Company
Nevada
$5.65M -$2.95M -95,995 -33%
RJA
61
Raymond James & Associates
Florida
$5.42M +$195K +6,359 +4%
UBS AM
62
UBS AM
Illinois
$5.27M +$5.58M +181,935 New
ST
63
Spot Trading
Illinois
$5.18M +$5.49M +178,776 New
LIM
64
Leavell Investment Management
Alabama
$5.03M -$3.5M -114,054 -40%
PCIG
65
Partners Capital Investment Group
Massachusetts
$4.94M +$5.24M +170,587 New
EWM
66
Edge Wealth Management
New York
$4.83M +$1.22M +39,893 +31%
WSFS
67
Wilmington Savings Fund Society
Delaware
$4.76M -$1.82M -59,346 -27%
EIP
68
Energy Income Partners
Connecticut
$4.75M +$5.03M +164,000 New
FWM
69
FFT Wealth Management
Pennsylvania
$4.67M +$4.95M +161,376 New
SWP
70
Stratos Wealth Partners
Ohio
$4.61M +$4.89M +159,283 New
CIA
71
Capital Investment Advisors
Georgia
$4.61M +$142K +4,619 +3%
BWFM
72
Bridgewater Wealth & Financial Management
Maryland
$4.58M +$4.85M +157,928 New
FIM
73
Freedom Investment Management
Connecticut
$4.36M +$4.62M +150,543 New
CTB
74
Country Trust Bank
Illinois
$4.34M -$3.26M -106,265 -41%
ZIM
75
Zacks Investment Management
Illinois
$4.27M +$4.13M +134,581 +1,059%

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.