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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
SCM
151
Southport Capital Management
Tennessee
$1.18M
LCM
152
Logan Capital Management
Pennsylvania
$1.16M
FAAS
153
First Allied Advisory Services
California
$1.12M -$137K -3,038 -11%
Northern Trust
154
Northern Trust
Illinois
$1.11M +$775K +17,172 +254%
EWM
155
Evercore Wealth Management
New York
$1.03M +$869K +19,254 +665%
NSIM
156
North Star Investment Management
Illinois
$1.02M -$123K -2,725 -11%
CCM
157
Coldstream Capital Management
Washington
$1.01M +$140K +3,108 +17%
FTI
158
Fiduciary Trust International
Massachusetts
$1M -$82.4K -1,826 -8%
CP
159
Camelot Portfolios
Ohio
$955K +$14.1K +312 +2%
VV
160
Verity & Verity
South Carolina
$938K +$14.2K +315 +2%
CNB
161
City National Bank
California
$903K +$659K +14,619 +301%
BCM
162
Beck Capital Management
Texas
$895K +$881K +19,540 New
SAM
163
Solaris Asset Management
New York
$868K +$149K +3,300 +21%
FPCP
164
Fort Point Capital Partners
California
$854K +$831K +18,423 New
WPP
165
Whalerock Point Partners
Rhode Island
$852K +$830K +18,388 New
WCM
166
Weatherstone Capital Management
Colorado
$845K +$81.2K +1,800 +11%
HB
167
Homrich & Berg
Georgia
$817K -$147K -3,265 -16%
MFS
168
MSI Financial Services
Massachusetts
$814K -$90K -1,996 -10%
NFG
169
Nadler Financial Group
Illinois
$797K -$221K -4,907 -22%
Bank of New York Mellon
170
Bank of New York Mellon
New York
$776K -$395K -8,753 -34%
BRM
171
Boston Research & Management
Massachusetts
$768K -$2.48K -55 -0.3%
EAM
172
Evanson Asset Management
California
$762K +$742K +16,448 New
NES
173
New England Securities
New York
$740K -$60.3K -1,336 -8%
KeyBank National Association
174
KeyBank National Association
Ohio
$721K +$14.7K +325 +2%
RHJA
175
Rice Hall James & Associates
California
$706K +$22.6K +500 +3%

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.