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.

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
IAA
101
Ironsides Asset Advisors
North Carolina
$4.11M
RIA
102
Regal Investment Advisors
Michigan
$3.67M +$1.3M +24,825 +56%
GWM
103
Graybill Wealth Management
Illinois
$3.66M +$19.8K +377 +0.5%
KFS
104
KMS Financial Services
Washington
$3.56M +$81.7K +1,560 +2%
AIG
105
American International Group
New York
$3.54M -$15.5K -295 -0.4%
SG
106
Somerset Group
Minnesota
$3.43M
RFC
107
Regions Financial Corp
Alabama
$3.38M -$500K -9,535 -13%
CA
108
Cetera Advisors
Colorado
$3.36M +$259K +4,949 +8%
FIM
109
Friedberg Investment Management
Texas
$3.32M -$36.7K -700 -1%
BPBT
110
Boston Private Bank & Trust
Massachusetts
$3.14M +$77K +1,470 +3%
ICOA
111
Investment Centers of America
North Dakota
$3.07M +$534K +10,184 +21%
BRCM
112
Bright Rock Capital Management
Massachusetts
$2.85M
Citigroup
113
Citigroup
New York
$2.8M +$7.28K +139 +0.3%
SEIA
114
Signature Estate & Investment Advisors
California
$2.79M -$49.9K -952 -2%
I2I
115
Insight 2811 Inc
Illinois
$2.7M -$122K -2,321 -4%
PI
116
Placemark Investments
Illinois
$2.59M +$1.22M +23,215 +91%
VC
117
Vicus Capital
Pennsylvania
$2.56M -$160K -3,054 -6%
VF
118
Virtu Financial
New York
$2.46M -$7.39M -141,042 -75%
MAM
119
Marquette Asset Management
Minnesota
$2.39M -$117K -2,240 -5%
WA
120
Winfield Associates
Ohio
$2.36M +$121K +2,300 +5%
US Bancorp
121
US Bancorp
Minnesota
$2.31M +$173K +3,310 +8%
SFG
122
SNS Financial Group
Minnesota
$2.27M +$452K +8,635 +25%
Jane Street
123
Jane Street
New York
$2.24M +$399K +7,612 +22%
CL
124
CPWM LLC
Washington
$2.24M -$10K -191 -0.5%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$2.23M -$15.5K -295 -0.7%

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.