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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

55% more call options, than puts

Call options by funds: $120M | Put options by funds: $77.1M

16% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 100

10% more funds holding

Funds holding: 298327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

10% less capital invested

Capital invested by funds: $3.22B → $2.89B (-$334M)

Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.72%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Camarda Financial Advisors
Florida
$6.92M +$71.7K +1,467 +1%
Ameriprise
77
Ameriprise
Minnesota
$6.89M +$1.63M +33,289 +28%
HighTower Advisors
78
HighTower Advisors
Illinois
$6.52M -$2.84M -58,046 -29%
AUB
79
Atlantic Union Bankshares
Virginia
$6.35M +$379K +7,753 +6%
VC
80
Vestor Capital
Illinois
$6.33M -$432K -8,830 -6%
AA
81
Advisory Alpha
Michigan
$6.32M -$532K -10,883 -7%
V
82
Veritable
Delaware
$6.17M +$402K +8,211 +7%
LCM
83
Leisure Capital Management
California
$5.8M +$6.17M +126,215 New
PA
84
Planning Alternatives
Michigan
$5.68M -$121K -2,482 -2%
SC
85
Stratford Consulting
Texas
$5.62M +$152K +3,103 +3%
IPC
86
Independent Portfolio Consultants
Florida
$5.57M +$5.3M +108,424 +855%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5.36M +$573K +11,723 +11%
AL
88
Aspiriant LLC
California
$5.34M +$8.51K +174 +0.1%
SGAM
89
Steinberg Global Asset Management
Florida
$5.22M +$190K +3,893 +4%
FSC
90
Fiduciary Services Corp
Georgia
$5.21M +$389K +7,958 +8%
BFG
91
Bouchey Financial Group
New York
$5.2M +$741K +15,146 +15%
RTS
92
Round Table Services
New Jersey
$5.08M -$1.27M -25,950 -19%
EVM
93
Eaton Vance Management
Massachusetts
$5.05M +$875K +17,895 +19%
CL
94
Choreo LLC
Illinois
$4.94M -$553K -11,314 -10%
WT
95
Washington Trust
Rhode Island
$4.76M -$132K -2,691 -3%
HCM
96
Hilton Capital Management
New York
$4.72M
LYV
97
Live Your Vision
Pennsylvania
$4.66M -$70.7K -1,445 -1%
KPCM
98
Kings Point Capital Management
New York
$4.65M -$139K -2,843 -3%
SCA
99
Southpoint Capital Advisors
New York
$4.59M +$4.89M +100,000 New
EWM
100
Edge Wealth Management
New York
$4.55M +$4.82M +98,475 New

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2014, worth a combined $2.89B — down 10% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMJ positions and 28 closed out — a net gain of 33 holders — while 116 added to existing stakes and 100 trimmed.

The largest buyer was Tiedemann Trust, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 327 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2014, up from 298 in Q3 2014.
  • Funds reported $2.89B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2014, down 10% quarter-over-quarter.
  • 61 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2014 and 28 closed out, a net change of +33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2014 was Tiedemann Trust, an estimated $29.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2014 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2014.