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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
Evergreen Capital Management
Washington
$5.79M +$5.7M +129,230 +2,152%
Jane Street
77
Jane Street
New York
$5.78M -$2.02M -45,821 -25%
EWM
78
Edge Wealth Management
New York
$5.59M +$1.38M +31,273 +32%
SC
79
Stratford Consulting
Texas
$5.41M +$185K +4,187 +3%
AUB
80
Atlantic Union Bankshares
Virginia
$5.4M -$538K -12,187 -9%
FSC
81
Fiduciary Services Corp
Georgia
$5.29M +$459K +10,406 +9%
PA
82
Planning Alternatives
Michigan
$5.25M -$38.1K -863 -0.7%
RTS
83
Round Table Services
New Jersey
$5.25M +$536K +12,152 +11%
SGAM
84
Steinberg Global Asset Management
Florida
$5.25M +$401K +9,098 +8%
BFG
85
Bouchey Financial Group
New York
$5.25M +$418K +9,470 +8%
LYV
86
Live Your Vision
Pennsylvania
$4.88M +$117K +2,659 +2%
EVM
87
Eaton Vance Management
Massachusetts
$4.62M -$84.5K -1,915 -2%
CL
88
Choreo LLC
Illinois
$4.54M -$62.8K -1,423 -1%
KPCM
89
Kings Point Capital Management
New York
$4.45M +$114K +2,575 +3%
UCFA
90
United Capital Financial Advisors
Texas
$4.42M +$462K +10,484 +12%
B
91
Baird
Wisconsin
$4.41M -$4.83M -109,558 -52%
NG
92
NatWest Group
United Kingdom
$4.41M +$157K +3,550 +4%
WT
93
Washington Trust
Rhode Island
$4.2M -$247K -5,601 -5%
FBB
94
Fulton Breakefield Broenniman
Maryland
$4.13M +$185K +4,205 +5%
TC
95
Telemus Capital
Michigan
$4.05M +$4.18M +94,712 New
JIP
96
Jaffetilchin Investment Partners
Florida
$4M -$74.1K -1,680 -2%
VV
97
Valentine Ventures
Oregon
$3.9M +$217K +4,922 +6%
IAS
98
IMA Advisory Services
Colorado
$3.84M +$47K +1,065 +1%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$3.8M -$264K -5,994 -6%
BPBT
100
Boston Private Bank & Trust
Massachusetts
$3.77M +$1.58M +35,825 +69%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.