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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
151
Webster Bank
Connecticut
$1.27M +$118K +2,666 +10%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$1.27M -$1.13M -25,603 -46%
TYCC
153
Texas Yale Capital Corp
Florida
$1.27M +$41.5K +940 +3%
PSUF
154
People's United Financial
Connecticut
$1.25M -$8.82K -200 -0.7%
OC
155
Oakworth Capital
Alabama
$1.19M
SFM
156
Signet Financial Management
New Jersey
$1.17M +$55.1K +1,249 +5%
SIC
157
Salem Investment Counselors
North Carolina
$1.17M -$28K -635 -2%
TWMP
158
Taylor Wealth Management Partners
Massachusetts
$1.17M +$1.2M +27,236 New
FTI
159
Fiduciary Trust International
Massachusetts
$1.16M -$16.5K -375 -1%
SCM
160
Southport Capital Management
Tennessee
$1.14M
Bank of New York Mellon
161
Bank of New York Mellon
New York
$1.12M -$329K -7,457 -22%
RFC
162
Regions Financial Corp
Alabama
$1.1M -$1.52M -34,381 -57%
MWAN
163
Mariner Wealth Advisors (NYC)
Kansas
$1.09M +$1.12M +25,374 New
HIM
164
Hutchens Investment Management
New Hampshire
$1.05M -$90.4K -2,050 -8%
MFS
165
McNamara Financial Services
Massachusetts
$1.05M -$90.4K -2,050 -8%
MTIM
166
Marathon Trading Investment Management
Pennsylvania
$1M +$1.03M +23,463 New
I
167
IberiaBank
Louisiana
$993K -$940K -21,308 -48%
PCM
168
Parsons Capital Management
Rhode Island
$967K -$4.63K -105 -0.5%
TPP
169
Triangle Peak Partners
California
$933K -$532K -12,072 -36%
UFA
170
US Financial Advisors
Massachusetts
$927K -$130K -2,949 -12%
MBT
171
Montecito Bank & Trust
California
$908K -$805K -18,255 -46%
MFS
172
MSI Financial Services
Massachusetts
$906K +$39.9K +905 +4%
GA
173
Geneva Advisors
Illinois
$888K +$107K +2,426 +13%
DAC
174
Dividend Assets Capital
South Carolina
$859K +$7.72K +175 +0.9%
EAM
175
Evanson Asset Management
California
$827K -$73.4K -1,665 -8%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.