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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
FANJ
126
Financial Architects (New Jersey)
New Jersey
$2.87M +$3.05M +62,389 New
RFC
127
Regions Financial Corp
Alabama
$2.76M -$168K -3,443 -5%
CA
128
Cetera Advisors
Colorado
$2.63M -$309K -6,309 -10%
ICOA
129
Investment Centers of America
North Dakota
$2.59M -$71.5K -1,462 -3%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$2.54M +$648K +13,241 +31%
BRCM
131
Bright Rock Capital Management
Massachusetts
$2.46M
BPBT
132
Boston Private Bank & Trust
Massachusetts
$2.4M -$342K -6,994 -12%
SFG
133
SNS Financial Group
Minnesota
$2.32M +$379K +7,748 +18%
VF
134
Virtu Financial
New York
$2.26M +$142K +2,913 +6%
SEIA
135
Signature Estate & Investment Advisors
California
$2.22M -$209K -4,277 -8%
ACM
136
Arlington Capital Management
Illinois
$2.13M +$2.27M +46,469 New
US Bancorp
137
US Bancorp
Minnesota
$2.07M +$74.4K +1,522 +3%
MAM
138
Marquette Asset Management
Minnesota
$2.07M
I
139
IberiaBank
Louisiana
$2.04M +$236K +4,824 +12%
VC
140
Vicus Capital
Pennsylvania
$2.04M -$196K -4,016 -8%
CL
141
CPWM LLC
Washington
$1.92M -$19.1K -391 -0.9%
SCA
142
Salient Capital Advisors
Texas
$1.89M +$12.5K +256 +0.6%
TAM
143
Tocqueville Asset Management
New York
$1.87M +$1.99M +40,725 New
FAAS
144
First Allied Advisory Services
California
$1.85M +$44K +900 +2%
WA
145
Winfield Associates
Ohio
$1.84M -$218K -4,450 -10%
FNBT
146
FineMark National Bank & Trust
Florida
$1.82M +$293 +6 +0%
MBT
147
Montecito Bank & Trust
California
$1.81M +$35.8K +732 +2%
AF
148
Affiance Financial
Minnesota
$1.8M +$1.92M +39,234 New
NCM
149
Noesis Capital Mangement
Florida
$1.79M +$331K +6,770 +21%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$1.74M -$3.33M -68,100 -64%

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.