AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.73%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
151
Carroll Financial Associates
North Carolina
$1.71M -$6.48M -142,876 -79%
TPP
152
Triangle Peak Partners
California
$1.56M +$488K +10,625 +46%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$1.55M +$612K +13,322 +66%
PI
154
Placemark Investments
Illinois
$1.54M -$707K -15,388 -32%
TA
155
Tiedemann Advisors
New York
$1.53M
SIC
156
Sigma Investment Counselors
Michigan
$1.49M -$91.9K -2,000 -6%
Stifel Financial
157
Stifel Financial
Missouri
$1.48M +$222K +4,826 +18%
LC
158
Lourd Capital
California
$1.42M
PSUF
159
People's United Financial
Connecticut
$1.35M +$27.6K +600 +2%
TYCC
160
Texas Yale Capital Corp
Florida
$1.32M -$17.9K -390 -1%
NFC
161
Northeast Financial Consultants
Connecticut
$1.3M
SIC
162
Salem Investment Counselors
North Carolina
$1.28M -$28K -610 -2%
FTI
163
Fiduciary Trust International
Massachusetts
$1.26M +$179K +3,905 +17%
WB
164
Webster Bank
Connecticut
$1.25M -$266K -5,775 -18%
MFS
165
McNamara Financial Services
Massachusetts
$1.22M +$1.22M +26,600 New
HIM
166
Hutchens Investment Management
New Hampshire
$1.22M +$1.22M +26,600 New
SCM
167
Southport Capital Management
Tennessee
$1.22M +$50.6K +1,100 +4%
SFM
168
Signet Financial Management
New Jersey
$1.2M +$1.2M +26,162 New
OC
169
Oakworth Capital
Alabama
$1.2M +$413K +8,983 +52%
WCM
170
Weatherstone Capital Management
Colorado
$1.16M -$486K -10,586 -30%
UFA
171
US Financial Advisors
Massachusetts
$1.13M +$1.13M +24,602 New
AA
172
Apriem Advisors
California
$1.12M +$515K +11,210 +86%
PCM
173
Parsons Capital Management
Rhode Island
$1.04M -$104K -2,265 -9%
WPP
174
Whalerock Point Partners
Rhode Island
$1.03M -$461K -10,047 -31%
KeyBank National Association
175
KeyBank National Association
Ohio
$1M +$42.4K +924 +4%