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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
V
76
Veritable
Delaware
$5.92M +$352K +7,806 +7%
PA
77
Planning Alternatives
Michigan
$5.81M +$5.76M +127,584 New
Mariner
78
Mariner
Kansas
$5.71M +$722K +16,011 +15%
Kayne Anderson Rudnick Investment Management
79
Kayne Anderson Rudnick Investment Management
California
$5.7M +$964K +21,359 +21%
SC
80
Stratford Consulting
Texas
$5.54M +$47.1K +1,045 +0.9%
WT
81
Washington Trust
Rhode Island
$5.3M -$106K -2,349 -2%
BT
82
Beacon Trust
New Jersey
$5.05M -$292K -6,465 -6%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$4.95M +$4.27M +94,761 +791%
Morgan Stanley
84
Morgan Stanley
New York
$4.93M -$13.4M -297,351 -74%
VC
85
Vicus Capital
Pennsylvania
$4.7M -$2.3M -50,919 -33%
Ameriprise
86
Ameriprise
Minnesota
$4.7M +$753K +16,696 +20%
FSC
87
Fiduciary Services Corp
Georgia
$4.5M +$95.4K +2,115 +2%
MHI
88
Miller Howard Investments
New York
$4.5M +$4M +88,562 +1,050%
NG
89
NatWest Group
United Kingdom
$4.46M -$123K -2,735 -3%
KPCM
90
Kings Point Capital Management
New York
$4.39M +$807K +17,879 +23%
HFA
91
Harvest Fund Advisors
Pennsylvania
$4.33M +$4.22M +93,457 New
NCM
92
Novare Capital Management
North Carolina
$4.24M +$117K +2,583 +3%
AL
93
Aspiriant LLC
California
$4.22M +$4.11M +91,123 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$4.18M +$65.4K +1,450 +2%
SGAM
95
Steinberg Global Asset Management
Florida
$4.13M +$165K +3,667 +4%
FBB
96
Fulton Breakefield Broenniman
Maryland
$3.99M +$419K +9,291 +12%
RFC
97
Regions Financial Corp
Alabama
$3.97M -$2.52M -55,920 -39%
I
98
IberiaBank
Louisiana
$3.93M -$225K -4,982 -6%
EVM
99
Eaton Vance Management
Massachusetts
$3.87M -$85.9K -1,905 -2%
SG
100
Somerset Group
Minnesota
$3.76M -$1.07M -23,779 -23%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.