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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

243 hedge funds and large institutions have $2.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 243243 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$245M)

95% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $47.2M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
7.88%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.3%
New
22
Increased
89
Reduced
95
Closed
21
Calls
$2.3M
Puts
$47.2M
Net Calls
-$44.9M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Stratford Consulting
Texas
$5.29M +$23.9K +520 +0.4%
WT
77
Washington Trust
Rhode Island
$5.21M +$46.8K +1,018 +0.9%
WAM
78
Weiss Asset Management
Massachusetts
$5.18M +$5.34M +116,201 New
BT
79
Beacon Trust
New Jersey
$5.15M -$43K -935 -0.8%
Mariner
80
Mariner
Kansas
$4.78M +$236K +5,124 +5%
SG
81
Somerset Group
Minnesota
$4.68M +$385K +8,373 +9%
Kayne Anderson Rudnick Investment Management
82
Kayne Anderson Rudnick Investment Management
California
$4.53M +$380K +8,260 +9%
NG
83
NatWest Group
United Kingdom
$4.42M +$4.83K +105 +0.1%
UCFA
84
United Capital Financial Advisors
Texas
$4.25M -$841K -18,278 -16%
FSC
85
Fiduciary Services Corp
Georgia
$4.23M +$664K +14,443 +18%
I
86
IberiaBank
Louisiana
$4M -$184K -3,999 -4%
HT
87
Hefren-Tillotson
Pennsylvania
$3.99M -$140M -3,035,314 -97%
NCM
88
Novare Capital Management
North Carolina
$3.96M +$367K +7,985 +10%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$3.96M -$333K -7,246 -8%
EVM
90
Eaton Vance Management
Massachusetts
$3.81M -$200K -4,350 -5%
SGAM
91
Steinberg Global Asset Management
Florida
$3.81M +$181K +3,930 +5%
Ameriprise
92
Ameriprise
Minnesota
$3.75M -$162K -3,525 -4%
FBB
93
Fulton Breakefield Broenniman
Maryland
$3.43M +$160K +3,482 +5%
KPCM
94
Kings Point Capital Management
New York
$3.42M +$398K +8,649 +13%
IAS
95
IMA Advisory Services
Colorado
$3.41M +$6.3K +137 +0.2%
PCM
96
Parsons Capital Management
Rhode Island
$3.41M +$18.4K +400 +0.5%
PAS
97
Partnervest Advisory Services
California
$3.4M -$218K -4,746 -6%
WB
98
Webster Bank
Connecticut
$3.12M -$259K -5,638 -7%
BF
99
BOK Financial
Oklahoma
$3.12M +$3M +65,329 +1,390%
LWI
100
Long Wharf Investors
Massachusetts
$3.1M -$465K -10,109 -13%

AMJ Hedge Fund Activity: Q3 2013 in Review

243 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2013, worth a combined $2.58B — down 8.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 21 closed out — a net gain of 1 holder — while 89 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Hefren-Tillotson, cutting an estimated $140M.

  • 243 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2013, down 8.7% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2013 and 21 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2013 was JP Morgan Chase, an estimated $112M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2013 was Hefren-Tillotson, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.