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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
126
American International Group
New York
$1.98M +$114K +3,722 +6%
DT
127
Diversified Trust
Tennessee
$1.95M -$64K -2,086 -3%
ACP
128
Arcus Capital Partners
Georgia
$1.88M +$1.99M +64,735 New
Stifel Financial
129
Stifel Financial
Missouri
$1.81M +$1.2M +39,143 +167%
CG
130
Cutler Group
California
$1.8M +$1.91M +62,321 New
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$1.78M -$2.25M -73,332 -55%
NCM
132
Novare Capital Management
North Carolina
$1.73M -$1.06M -34,485 -37%
NEIRG
133
New England Investment & Retirement Group
Massachusetts
$1.69M -$8.41K -274 -0.5%
Simplex Trading
134
Simplex Trading
Illinois
$1.68M +$854K +27,838 +92%
RCM
135
Rivernorth Capital Management
Florida
$1.64M -$4.75M -154,855 -73%
VC
136
Vestor Capital
Illinois
$1.52M -$881K -28,705 -35%
AUB
137
Atlantic Union Bankshares
Virginia
$1.48M -$2.32M -75,538 -60%
MCM
138
Murphy Capital Management
New Jersey
$1.46M +$1.08M +35,125 +229%
PPA
139
Parametric Portfolio Associates
Washington
$1.45M +$1.54M +50,043 New
SG Americas Securities
140
SG Americas Securities
New York
$1.45M +$730K +23,800 +91%
T. Rowe Price Associates
141
T. Rowe Price Associates
Maryland
$1.45M
AAA
142
Adams Asset Advisors
Texas
$1.45M +$206K +6,720 +16%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$1.39M -$693K -22,583 -32%
AllianceBernstein
144
AllianceBernstein
Tennessee
$1.33M +$1.41M +45,972 New
SWM
145
SVA Wealth Management
Wisconsin
$1.26M -$1.93M -62,807 -59%
Citigroup
146
Citigroup
New York
$1.24M -$731K -23,823 -36%
WT
147
Washington Trust
Rhode Island
$1.21M -$1.16M -37,650 -47%
SG
148
Somerset Group
Minnesota
$1.18M -$626K -20,396 -33%
WIC
149
Woodmont Investment Counsel
Tennessee
$1.15M +$1.14M +37,125 +1,401%
FA
150
FDx Advisors
Illinois
$1.12M +$1.19M +38,618 New

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.