We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $141M | Put options by funds: $47.3M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 291298 (+7)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

1% more capital invested

Capital invested by funds: $3.18B → $3.22B (+$43.9M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
151
Southport Capital Management
Tennessee
$1.35M
PCM
152
Parsons Capital Management
Rhode Island
$1.32M -$22.5K -430 -2%
MPM
153
Meritage Portfolio Management
Kansas
$1.27M +$290K +5,527 +30%
FTI
154
Fiduciary Trust International
Massachusetts
$1.25M +$131K +2,509 +12%
SAM
155
Solaris Asset Management
New York
$1.24M +$181K +3,450 +17%
TPP
156
Triangle Peak Partners
California
$1.23M -$121K -2,301 -9%
MFS
157
MSI Financial Services
Massachusetts
$1.2M +$43.2K +825 +4%
DAC
158
Dividend Assets Capital
South Carolina
$1.2M +$427K +8,150 +56%
HW
159
Hancock Whitney
Mississippi
$1.14M +$852K +16,269 +310%
KeyBank National Association
160
KeyBank National Association
Ohio
$1.11M +$140K +2,667 +15%
EWM
161
Elite Wealth Management
Washington
$1.09M -$1.12M -21,323 -51%
VFS
162
VSR Financial Services
Kansas
$1.09M +$76.1K +1,453 +8%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$1.08M -$245K -4,674 -19%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$1.06M -$262K -5,000 -20%
CP
165
Camelot Portfolios
Ohio
$1.02M +$81.8K +1,562 +9%
VV
166
Verity & Verity
South Carolina
$1.02M -$9.69K -185 -1%
SWP
167
Stratos Wealth Partners
Ohio
$1.01M +$691K +13,193 +223%
CCT
168
Capital City Trust
Florida
$998K
WT
169
Whittier Trust
California
$962K +$198K +3,783 +26%
HB
170
Homrich & Berg
Georgia
$944K +$154K +2,948 +20%
SRC
171
Stone Run Capital
New York
$939K +$10.5K +200 +1%
OC
172
Oakworth Capital
Alabama
$925K
BCM
173
Beck Capital Management
Texas
$895K -$24.9K -475 -3%
GA
174
Geneva Advisors
Illinois
$856K
BRM
175
Boston Research & Management
Massachusetts
$852K

AMJ Hedge Fund Activity: Q3 2014 in Review

298 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2014, worth a combined $3.22B — up 1.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 16 closed out — a net gain of 12 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $460M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $14.2M sold.

  • 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2014, up from 291 in Q2 2014.
  • Funds reported $3.22B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2014 was Wells Fargo, an estimated $460M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2014 was Sterling Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2014.