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.

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
101
Bouchey Financial Group
New York
$3.67M +$3.57M +79,247 New
IF
102
IRON Financial
Illinois
$3.58M +$3.49M +77,279 New
IAS
103
IMA Advisory Services
Colorado
$3.56M +$13.6K +302 +0.4%
PCM
104
Parsons Capital Management
Rhode Island
$3.46M -$80.6K -1,786 -2%
GWM
105
Graybill Wealth Management
Illinois
$3.12M +$1.17K +26 +0%
WB
106
Webster Bank
Connecticut
$3.06M -$184K -4,073 -6%
FIM
107
Friedberg Investment Management
Texas
$3.02M +$33.8K +750 +1%
MIU
108
Man Investments (UK)
United Kingdom
$3M +$2.25M +49,979 +340%
Citigroup
109
Citigroup
New York
$2.85M +$575K +12,757 +26%
CA
110
Cetera Advisors
Colorado
$2.76M +$187K +4,149 +8%
UCFA
111
United Capital Financial Advisors
Texas
$2.7M -$1.67M -37,035 -39%
KFS
112
KMS Financial Services
Washington
$2.67M +$174K +3,849 +7%
SEIA
113
Signature Estate & Investment Advisors
California
$2.63M -$90.8K -2,013 -3%
LWI
114
Long Wharf Investors
Massachusetts
$2.6M -$607K -13,450 -19%
AIG
115
American International Group
New York
$2.58M +$153K +3,389 +6%
I2I
116
Insight 2811 Inc
Illinois
$2.58M -$28.9K -641 -1%
BPBT
117
Boston Private Bank & Trust
Massachusetts
$2.56M +$111K +2,460 +5%
MA
118
MCF Advisors
Kentucky
$2.5M +$247K +5,470 +11%
EM
119
EnTrustPermal Management
New York
$2.38M
FANJ
120
Financial Architects (New Jersey)
New Jersey
$2.33M -$59K -1,307 -3%
VC
121
Vestor Capital
Illinois
$2.33M +$38.4K +852 +2%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$2.2M -$775K -17,178 -27%
PAS
123
Partnervest Advisory Services
California
$2.14M -$1.35M -29,996 -39%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.07M +$290K +6,425 +17%
CL
125
CPWM LLC
Washington
$2.06M -$56.5K -1,252 -3%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.