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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

AMJ was delisted on the 21st of May, 2024.

288 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $2.82B → $2.66B (-$165M)

8% less funds holding

Funds holding: 314288 (-26)

15% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 120

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

50% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 42

97% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $69.2M

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
7.76%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
21
Increased
102
Reduced
120
Closed
42
Calls
$2.36M
Puts
$69.2M
Net Calls
-$66.8M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$3.01M -$633K -14,580 -17%
AIG
102
American International Group
New York
$2.85M +$31.3K +721 +1%
RPG
103
Risk Paradigm Group
Texas
$2.85M +$2.93M +67,510 +1,534%
AA
104
Advisory Alpha
Michigan
$2.83M -$8.73K -201 -0.3%
GWM
105
Graybill Wealth Management
Illinois
$2.77M +$14.6K +335 +0.5%
SFG
106
SNS Financial Group
Minnesota
$2.64M +$305K +7,021 +12%
WIC
107
Woodmont Investment Counsel
Tennessee
$2.61M -$890K -20,500 -24%
FAG
108
Financial Advisory Group
Texas
$2.53M +$982K +22,606 +7%
BRCM
109
Bright Rock Capital Management
Massachusetts
$2.52M
ICOA
110
Investment Centers of America
North Dakota
$2.5M -$10K -231 -0.4%
WCM
111
Windsor Capital Management
Arizona
$2.44M +$195K +4,480 +8%
SG
112
Somerset Group
Minnesota
$2.43M -$54.4K -1,252 -2%
HCM
113
Hilton Capital Management
New York
$2.42M
Luther King Capital Management (LKCM)
114
Luther King Capital Management (LKCM)
Texas
$2.41M -$8.69K -200 -0.3%
Citigroup
115
Citigroup
New York
$2.33M +$146K +3,362 +6%
NC
116
NBW Capital
Massachusetts
$2.1M -$1.14M -26,346 -33%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$1.98M
LC
118
Lourd Capital
California
$1.92M +$110K +2,543 +6%
GWM
119
Gupta Wealth Management
California
$1.87M -$133K -3,053 -6%
MAM
120
Marquette Asset Management
Minnesota
$1.83M +$60.4K +1,390 +3%
RIA
121
Regal Investment Advisors
Michigan
$1.8M -$1.31M -30,162 -40%
SEIA
122
Signature Estate & Investment Advisors
California
$1.8M -$27K -621 -1%
AA
123
Apriem Advisors
California
$1.79M +$5.95K +137 +0.3%
VC
124
Vicus Capital
Pennsylvania
$1.77M +$48K +1,104 +3%
NCM
125
Noesis Capital Mangement
Florida
$1.75M +$116K +2,660 +6%

AMJ Hedge Fund Activity: Q2 2015 in Review

288 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2015, worth a combined $2.66B — down 5.9% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMJ and 21 opened new positions — a net loss of 21 holders — while 120 trimmed existing stakes and 102 added.

The largest buyer was JP Morgan Chase, adding an estimated $215M. The largest seller was Wells Fargo, cutting an estimated $40.8M.

  • 288 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2015, down from 314 in Q1 2015.
  • Funds reported $2.66B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2015 and 42 closed out, a net change of -21 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2015 was JP Morgan Chase, an estimated $215M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2015 was Wells Fargo, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2015.