We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $2.69B → $3.18B (+$491M)

7% more funds holding

Funds holding: 272291 (+19)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

99% less call options, than puts

Call options by funds: $728K | Put options by funds: $52.6M

Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.36%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Advisory Alpha
Michigan
$7.45M -$296K -6,006 -4%
MA
77
MCF Advisors
Kentucky
$7.39M +$4.25M +86,303 +119%
CTB
78
Country Trust Bank
Illinois
$6.95M +$6.53M +132,640 New
NC
79
NBW Capital
Massachusetts
$6.76M +$270K +5,485 +4%
PA
80
Planning Alternatives
Michigan
$6.52M
V
81
Veritable
Delaware
$6.51M -$14.1K -287 -0.2%
SC
82
Stratford Consulting
Texas
$6.41M +$8.18K +166 +0.1%
TAM
83
Tocqueville Asset Management
New York
$6.34M +$5.96M +121,022 New
AL
84
Aspiriant LLC
California
$6.18M -$89.6K -1,819 -2%
CL
85
Choreo LLC
Illinois
$6.18M -$373K -7,573 -6%
RTS
86
Round Table Services
New Jersey
$6.12M +$1.48M +30,099 +35%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5.69M -$226K -4,584 -4%
WT
88
Washington Trust
Rhode Island
$5.67M +$27.1K +551 +0.5%
SGAM
89
Steinberg Global Asset Management
Florida
$5.52M +$223K +4,524 +4%
FSC
90
Fiduciary Services Corp
Georgia
$5.47M +$181K +3,682 +4%
NG
91
NatWest Group
United Kingdom
$5.44M +$160K +3,242 +3%
KPCM
92
Kings Point Capital Management
New York
$5.39M +$318K +6,459 +7%
UCFA
93
United Capital Financial Advisors
Texas
$5.36M +$251K +5,094 +5%
Ameriprise
94
Ameriprise
Minnesota
$5.09M +$324K +6,574 +7%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$4.9M +$216K +4,383 +5%
BFG
96
Bouchey Financial Group
New York
$4.71M +$433K +8,793 +11%
FBB
97
Fulton Breakefield Broenniman
Maryland
$4.7M -$443 -9 -0%
NCM
98
Novare Capital Management
North Carolina
$4.59M -$182K -3,700 -4%
EVM
99
Eaton Vance Management
Massachusetts
$4.27M -$87.4K -1,775 -2%
IAA
100
Ironsides Asset Advisors
North Carolina
$4.06M +$3.81M +77,449 New

AMJ Hedge Fund Activity: Q2 2014 in Review

291 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2014, worth a combined $3.18B — up 18% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AMJ positions and 14 closed out — a net gain of 20 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Wells Fargo, exiting entirely with an estimated $412M sold.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2014, up from 272 in Q1 2014.
  • Funds reported $3.18B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2014, up 18% quarter-over-quarter.
  • 34 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2014 and 14 closed out, a net change of +20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2014 was JP Morgan Chase, an estimated $127M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2014 was Wells Fargo, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.