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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $2.69B → $3.18B (+$491M)

7% more funds holding

Funds holding: 272291 (+19)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

99% less call options, than puts

Call options by funds: $728K | Put options by funds: $52.6M

Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.36%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Parsons Capital Management
Rhode Island
$1.33M -$281K -5,700 -18%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$1.31M -$1.18M -24,000 -49%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$1.31M +$245K +4,976 +25%
Morgan Stanley
154
Morgan Stanley
New York
$1.26M +$1.08M +21,914 +1,019%
WPP
155
Whalerock Point Partners
Rhode Island
$1.26M +$262K +5,320 +28%
EWM
156
Evercore Wealth Management
New York
$1.23M -$92.3K -1,874 -7%
LWI
157
Long Wharf Investors
Massachusetts
$1.19M -$62.2K -1,263 -5%
MFS
158
MSI Financial Services
Massachusetts
$1.14M +$231K +4,692 +27%
FTI
159
Fiduciary Trust International
Massachusetts
$1.1M +$119K +2,421 +13%
SAM
160
Solaris Asset Management
New York
$1.04M
NFG
161
Nadler Financial Group
Illinois
$1.03M +$170K +3,460 +21%
VV
162
Verity & Verity
South Carolina
$1.01M +$10.3K +210 +1%
VFS
163
VSR Financial Services
Kansas
$996K -$44.3K -899 -5%
CCT
164
Capital City Trust
Florida
$985K
BCM
165
Beck Capital Management
Texas
$972K -$28.3K -575 -3%
MPM
166
Meritage Portfolio Management
Kansas
$965K +$158K +3,200 +21%
KeyBank National Association
167
KeyBank National Association
Ohio
$954K -$17.2K -350 -2%
CCM
168
Coldstream Capital Management
Washington
$941K -$17.4K -354 -2%
CP
169
Camelot Portfolios
Ohio
$929K +$60K +1,219 +7%
SRC
170
Stone Run Capital
New York
$910K
OC
171
Oakworth Capital
Alabama
$898K +$19.9K +404 +2%
Northern Trust
172
Northern Trust
Illinois
$895K +$213K +4,321 +34%
BT
173
Beacon Trust
New Jersey
$872K -$4.59M -93,153 -85%
DADC
174
D.A. Davidson & Co
Montana
$866K +$117K +2,368 +17%
GA
175
Geneva Advisors
Illinois
$845K +$49.3K +1,000 +7%

AMJ Hedge Fund Activity: Q2 2014 in Review

291 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2014, worth a combined $3.18B — up 18% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AMJ positions and 14 closed out — a net gain of 20 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Wells Fargo, exiting entirely with an estimated $412M sold.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2014, up from 272 in Q1 2014.
  • Funds reported $3.18B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2014, up 18% quarter-over-quarter.
  • 34 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2014 and 14 closed out, a net change of +20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2014 was JP Morgan Chase, an estimated $127M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2014 was Wells Fargo, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.