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.

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
126
Dividend Assets Capital
South Carolina
$2.05M -$76.9K -1,705 -4%
TNBTD
127
Trustmark National Bank Trust Department
Mississippi
$2.05M -$28.2K -625 -1%
TT
128
Tiedemann Trust
Delaware
$2.05M +$334K +7,406 +20%
WA
129
WFG Advisors
Texas
$2.02M -$432K -9,569 -18%
FIG
130
Fusion Investment Group
Pennsylvania
$2M +$1.95M +43,227 New
FNBT
131
FineMark National Bank & Trust
Florida
$1.86M +$226 +5 +0%
RTS
132
Round Table Services
New Jersey
$1.83M +$192K +4,258 +12%
RIA
133
Regal Investment Advisors
Michigan
$1.8M -$152K -3,377 -8%
WA
134
Winfield Associates
Ohio
$1.74M +$1.69M +37,550 New
SIC
135
Sigma Investment Counselors
Michigan
$1.66M -$45.1K -1,000 -3%
AWA
136
Arete Wealth Advisors
Illinois
$1.63M +$1.58M +35,112 New
ICOA
137
Investment Centers of America
North Dakota
$1.61M -$776K -17,196 -32%
SCA
138
Salient Capital Advisors
Texas
$1.59M -$337K -7,460 -18%
LC
139
Lourd Capital
California
$1.54M
SFG
140
SNS Financial Group
Minnesota
$1.51M +$152K +3,369 +12%
Barclays
141
Barclays
United Kingdom
$1.5M
US Bancorp
142
US Bancorp
Minnesota
$1.47M -$226 -5 -0%
SIC
143
Salem Investment Counselors
North Carolina
$1.47M
AA
144
Ancora Advisors
Ohio
$1.44M -$247K -5,469 -15%
NFC
145
Northeast Financial Consultants
Connecticut
$1.4M +$1.36M +30,250 New
TPP
146
Triangle Peak Partners
California
$1.35M +$1.32M +29,237 New
PI
147
Placemark Investments
Illinois
$1.34M -$181K -4,023 -12%
ACI
148
Alpha Cubed Investments
California
$1.31M +$1.28M +28,300 New
TYCC
149
Texas Yale Capital Corp
Florida
$1.23M
VFS
150
VSR Financial Services
Kansas
$1.19M -$43.7K -969 -4%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.