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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
CI
101
CAZ Investments
Texas
$3.73M +$212K +4,803 +6%
HighTower Advisors
102
HighTower Advisors
Illinois
$3.72M -$2.43M -55,081 -39%
WIC
103
Woodmont Investment Counsel
Tennessee
$3.69M +$971K +22,010 +34%
MFS
104
Madrona Financial Services
Washington
$3.66M +$187K +4,231 +5%
NCM
105
Novare Capital Management
North Carolina
$3.64M -$80.4K -1,823 -2%
IPC
106
Independent Portfolio Consultants
Florida
$3.47M -$1.77M -40,037 -33%
NC
107
NBW Capital
Massachusetts
$3.4M -$28K -634 -0.8%
IAA
108
Ironsides Asset Advisors
North Carolina
$3.31M
Fidelity Investments
109
Fidelity Investments
Massachusetts
$3.24M
RIA
110
Regal Investment Advisors
Michigan
$3.23M +$183K +4,149 +6%
AA
111
Advisory Alpha
Michigan
$3.06M -$2.91M -65,994 -48%
AIG
112
American International Group
New York
$3.05M +$368K +8,351 +13%
GWM
113
Graybill Wealth Management
Illinois
$2.98M +$36.4K +825 +1%
FAAM
114
First Allied Asset Management
California
$2.94M +$3.06M +69,382 New
FANJ
115
Financial Architects (New Jersey)
New Jersey
$2.77M +$105K +2,375 +4%
BRCM
116
Bright Rock Capital Management
Massachusetts
$2.72M +$436K +9,882 +18%
ICOA
117
Investment Centers of America
North Dakota
$2.71M +$297K +6,736 +12%
MCM
118
Millie Capital Management
California
$2.68M -$14.2K -321 -0.5%
SG
119
Somerset Group
Minnesota
$2.68M -$51.7K -1,172 -2%
Luther King Capital Management (LKCM)
120
Luther King Capital Management (LKCM)
Texas
$2.61M +$2.49M +56,340 +1,223%
SFG
121
SNS Financial Group
Minnesota
$2.56M +$403K +9,140 +18%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$2.46M +$2.53M +57,438 New
WCM
123
Windsor Capital Management
Arizona
$2.44M +$1.83M +41,423 +265%
Citigroup
124
Citigroup
New York
$2.38M -$925K -20,964 -27%
HT
125
HAP Trading
New York
$2.23M -$11.8M -268,100 -84%

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.