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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

243 hedge funds and large institutions have $2.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 243243 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$245M)

95% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $47.2M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
7.88%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.3%
New
22
Increased
89
Reduced
95
Closed
21
Calls
$2.3M
Puts
$47.2M
Net Calls
-$44.9M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Nadler Financial Group
Illinois
$986K +$46.6K +1,014 +5%
HB
152
Homrich & Berg
Georgia
$932K -$62.1K -1,350 -6%
CP
153
Camelot Portfolios
Ohio
$905K +$8.46K +184 +0.9%
VV
154
Verity & Verity
South Carolina
$889K -$95.6K -2,078 -9%
MFS
155
MSI Financial Services
Massachusetts
$872K -$1.03M -22,389 -53%
CCM
156
Coldstream Capital Management
Washington
$832K +$86.1K +1,873 +11%
NES
157
New England Securities
New York
$772K +$39.6K +861 +5%
OC
158
Oppenheimer & Co
New York
$754K -$16.6K -360 -2%
BRM
159
Boston Research & Management
Massachusetts
$742K
WCM
160
Weatherstone Capital Management
Colorado
$732K -$1.8M -39,178 -70%
SAM
161
Solaris Asset Management
New York
$688K
KeyBank National Association
162
KeyBank National Association
Ohio
$679K -$12.4K -269 -2%
RHJA
163
Rice Hall James & Associates
California
$657K
MIU
164
Man Investments (UK)
United Kingdom
$656K +$677K +14,711 New
Nomura Holdings
165
Nomura Holdings
Japan
$642K -$7.54M -163,959 -92%
WT
166
Whittier Trust
California
$639K -$91.7K -1,995 -12%
HP
167
HT Partners
Connecticut
$627K +$237K +5,150 +58%
DMC
168
Drexel Morgan & Co
Pennsylvania
$592K
SRC
169
Stone Run Capital
New York
$580K +$138K +3,000 +30%
CBB
170
Citizens Business Bank
California
$565K +$582K +12,666 New
FCI
171
Financial Counselors Inc
Kansas
$559K -$297K -6,448 -34%
PPA
172
Parametric Portfolio Associates
Washington
$555K +$8.83K +192 +2%
GA
173
Geneva Advisors
Illinois
$541K -$118K -2,565 -17%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$534K -$489K -10,637 -47%
CWM
175
Concert Wealth Management
California
$528K +$66.8K +1,453 +14%

AMJ Hedge Fund Activity: Q3 2013 in Review

243 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2013, worth a combined $2.58B — down 8.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 21 closed out — a net gain of 1 holder — while 89 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Hefren-Tillotson, cutting an estimated $140M.

  • 243 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2013, down 8.7% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2013 and 21 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2013 was JP Morgan Chase, an estimated $112M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2013 was Hefren-Tillotson, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.