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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
JIP
101
Jaffetilchin Investment Partners
Florida
$4.37M -$8.2M -167,568 -64%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$4.36M -$529K -10,826 -10%
FBB
103
Fulton Breakefield Broenniman
Maryland
$4.25M +$89.3K +1,825 +2%
IAS
104
IMA Advisory Services
Colorado
$4.07M -$56.4K -1,154 -1%
UCFA
105
United Capital Financial Advisors
Texas
$3.99M -$119K -2,442 -3%
NCM
106
Novare Capital Management
North Carolina
$3.99M -$4.4K -90 -0.1%
VV
107
Valentine Ventures
Oregon
$3.96M +$4.21M +86,175 New
CCM
108
Canal Capital Management
Virginia
$3.9M +$4.15M +84,786 New
CI
109
CAZ Investments
Texas
$3.79M +$4.03M +82,464 New
BWFM
110
Bridgewater Wealth & Financial Management
Maryland
$3.79M +$4.03M +82,366 New
MFS
111
Madrona Financial Services
Washington
$3.73M +$3.97M +81,185 New
NC
112
NBW Capital
Massachusetts
$3.68M -$720K -14,726 -16%
IAA
113
Ironsides Asset Advisors
North Carolina
$3.56M
Citigroup
114
Citigroup
New York
$3.51M +$1.16M +23,652 +45%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$3.48M -$1.93M -39,400 -34%
Deutsche Bank
116
Deutsche Bank
Germany
$3.3M +$1.59M +32,424 +82%
RIA
117
Regal Investment Advisors
Michigan
$3.28M +$117K +2,391 +3%
BIG
118
Blackthorn Investment Group
Kansas
$3.22M +$3.42M +70,000 New
GWM
119
Graybill Wealth Management
Illinois
$3.17M -$2.2K -45 -0.1%
AIM
120
Advantage Investment Management
Iowa
$3.15M +$3.36M +68,671 New
WIC
121
Woodmont Investment Counsel
Tennessee
$2.96M +$2.78M +56,845 +763%
SG
122
Somerset Group
Minnesota
$2.93M -$41.3K -844 -1%
MCM
123
Millie Capital Management
California
$2.9M +$3.08M +63,022 New
AIG
124
American International Group
New York
$2.89M -$179K -3,656 -5%
FIM
125
Friedberg Investment Management
Texas
$2.89M +$24.5K +500 +0.8%

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.