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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

272 hedge funds and large institutions have $2.69B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 3436 (+2)

3% more funds holding

Funds holding: 264272 (+8)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

3% less capital invested

Capital invested by funds: $2.77B → $2.69B (-$86.4M)

70% less call options, than puts

Call options by funds: $977K | Put options by funds: $3.21M

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
7.86%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
1.04%
New
33
Increased
101
Reduced
100
Closed
24
Calls
$977K
Puts
$3.21M
Net Calls
-$2.23M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Planning Alternatives
Michigan
$5.79M -$142K -3,075 -2%
Mariner
77
Mariner
Kansas
$5.79M +$57.8K +1,253 +1%
NC
78
NBW Capital
Massachusetts
$5.76M -$3.9M -84,468 -41%
SC
79
Stratford Consulting
Texas
$5.69M +$122K +2,634 +2%
Kayne Anderson Rudnick Investment Management
80
Kayne Anderson Rudnick Investment Management
California
$5.67M -$48K -1,041 -0.8%
AL
81
Aspiriant LLC
California
$5.58M +$1.32M +28,670 +31%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$5.27M +$297K +6,435 +6%
BT
83
Beacon Trust
New Jersey
$5.11M +$36.1K +783 +0.7%
WT
84
Washington Trust
Rhode Island
$5.02M -$307K -6,651 -6%
SGAM
85
Steinberg Global Asset Management
Florida
$4.7M +$547K +11,865 +13%
FSC
86
Fiduciary Services Corp
Georgia
$4.69M +$172K +3,730 +4%
NG
87
NatWest Group
United Kingdom
$4.68M +$202K +4,380 +5%
UCFA
88
United Capital Financial Advisors
Texas
$4.53M +$1.81M +39,155 +67%
KPCM
89
Kings Point Capital Management
New York
$4.49M +$85.9K +1,862 +2%
Ameriprise
90
Ameriprise
Minnesota
$4.48M -$333K -7,219 -7%
NCM
91
Novare Capital Management
North Carolina
$4.25M +$461 +10 +0%
FBB
92
Fulton Breakefield Broenniman
Maryland
$4.18M +$165K +3,575 +4%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$4.15M -$45.9K -995 -1%
RTS
94
Round Table Services
New Jersey
$4.03M +$2.17M +47,134 +119%
EVM
95
Eaton Vance Management
Massachusetts
$3.88M -$9.92K -215 -0.3%
BFG
96
Bouchey Financial Group
New York
$3.77M +$85.7K +1,858 +2%
RFC
97
Regions Financial Corp
Alabama
$3.61M -$376K -8,142 -10%
IAS
98
IMA Advisory Services
Colorado
$3.5M -$77.2K -1,674 -2%
I
99
IberiaBank
Louisiana
$3.42M -$517K -11,197 -13%
MA
100
MCF Advisors
Kentucky
$3.38M +$867K +18,786 +35%