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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $141M | Put options by funds: $47.3M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 291298 (+7)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

1% more capital invested

Capital invested by funds: $3.18B → $3.22B (+$43.9M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
RTS
76
Round Table Services
New Jersey
$7.24M +$1.03M +19,727 +17%
AUB
77
Atlantic Union Bankshares
Virginia
$6.93M -$1.34M -25,641 -16%
PA
78
Planning Alternatives
Michigan
$6.69M +$83.4K +1,591 +1%
V
79
Veritable
Delaware
$6.69M +$89K +1,699 +1%
Ameriprise
80
Ameriprise
Minnesota
$6.35M +$1.05M +19,950 +20%
SC
81
Stratford Consulting
Texas
$6.32M -$172K -3,286 -3%
CL
82
Choreo LLC
Illinois
$6.3M +$42.3K +807 +0.7%
AL
83
Aspiriant LLC
California
$6.16M -$98.8K -1,886 -2%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$6.15M +$6.07M +115,788 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$6.12M +$6.04M +115,200 New
SGAM
86
Steinberg Global Asset Management
Florida
$5.82M +$219K +4,177 +4%
WT
87
Washington Trust
Rhode Island
$5.65M -$101K -1,919 -2%
LYV
88
Live Your Vision
Pennsylvania
$5.63M +$5.91M +112,881 New
SSWM
89
Sheets Smith Wealth Management
North Carolina
$5.62M +$2.12M +40,428 +62%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$5.61M +$632K +12,064 +13%
FSC
91
Fiduciary Services Corp
Georgia
$5.59M +$47.9K +915 +0.9%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$5.57M -$188K -3,581 -3%
KPCM
93
Kings Point Capital Management
New York
$5.53M +$61K +1,165 +1%
BFG
94
Bouchey Financial Group
New York
$5.2M +$424K +8,094 +9%
NC
95
NBW Capital
Massachusetts
$5.04M -$1.8M -34,311 -27%
EVM
96
Eaton Vance Management
Massachusetts
$4.88M +$545K +10,405 +13%
FBB
97
Fulton Breakefield Broenniman
Maryland
$4.81M +$43.1K +823 +0.9%
IAS
98
IMA Advisory Services
Colorado
$4.76M +$759K +14,493 +19%
UCFA
99
United Capital Financial Advisors
Texas
$4.74M -$684K -13,059 -13%
NCM
100
Novare Capital Management
North Carolina
$4.61M -$43.4K -829 -0.9%

AMJ Hedge Fund Activity: Q3 2014 in Review

298 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2014, worth a combined $3.22B — up 1.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 16 closed out — a net gain of 12 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $460M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $14.2M sold.

  • 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2014, up from 291 in Q2 2014.
  • Funds reported $3.22B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2014 was Wells Fargo, an estimated $460M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2014 was Sterling Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2014.