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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
IAS
101
IMA Advisory Services
Colorado
$3.94M +$7.34K +149 +0.2%
RFC
102
Regions Financial Corp
Alabama
$3.83M -$217K -4,396 -6%
GWM
103
Graybill Wealth Management
Illinois
$3.59M -$7.39K -150 -0.2%
AIG
104
American International Group
New York
$3.51M +$560K +11,378 +20%
CNB
105
City National Bank
California
$3.5M +$1.18M +23,952 +56%
I
106
IberiaBank
Louisiana
$3.49M -$344K -6,988 -9%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$3.43M +$740K +15,029 +30%
KFS
108
KMS Financial Services
Washington
$3.43M +$311K +6,311 +11%
SG
109
Somerset Group
Minnesota
$3.38M -$53.2K -1,080 -2%
FIM
110
Friedberg Investment Management
Texas
$3.31M +$24.1K +490 +0.8%
AWA
111
Arete Wealth Advisors
Illinois
$3.27M +$1.94M +39,310 +170%
CA
112
Cetera Advisors
Colorado
$3.06M -$36.4K -738 -1%
BPBT
113
Boston Private Bank & Trust
Massachusetts
$3.02M +$1.63K +33 +0.1%
BRCM
114
Bright Rock Capital Management
Massachusetts
$2.81M +$1.5M +30,419 +131%
SEIA
115
Signature Estate & Investment Advisors
California
$2.81M -$47.4K -963 -2%
I2I
116
Insight 2811 Inc
Illinois
$2.79M -$172K -3,490 -6%
Citigroup
117
Citigroup
New York
$2.76M +$121K +2,448 +5%
VC
118
Vicus Capital
Pennsylvania
$2.69M -$64.8K -1,315 -2%
Deutsche Bank
119
Deutsche Bank
Germany
$2.51M -$34.9M -708,135 -94%
ICOA
120
Investment Centers of America
North Dakota
$2.5M -$278K -5,634 -11%
MAM
121
Marquette Asset Management
Minnesota
$2.47M
RIA
122
Regal Investment Advisors
Michigan
$2.32M +$85.4K +1,733 +4%
CL
123
CPWM LLC
Washington
$2.22M -$80K -1,625 -4%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$2.22M +$13.1K +265 +0.6%
WA
125
Winfield Associates
Ohio
$2.21M +$212K +4,300 +11%

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.