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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
151
Cetera Advisor Networks
California
$1.11M -$3.81M -124,242 -76%
RIA
152
Regal Investment Advisors
Michigan
$1.08M -$120K -3,915 -9%
JWM
153
Jacobus Wealth Management
Wisconsin
$1.08M +$865K +28,170 +306%
NCM
154
Noesis Capital Mangement
Florida
$1.08M -$265K -8,650 -19%
HCM
155
Hilton Capital Management
New York
$1.07M
BIAS
156
Beacon Investment Advisory Services
New Jersey
$1.01M -$69.7K -2,272 -6%
IPC
157
Independent Portfolio Consultants
Florida
$992K -$1.19M -38,705 -53%
OAM
158
Occidental Asset Management
California
$951K +$55.5K +1,809 +6%
AA
159
Apriem Advisors
California
$926K -$277K -9,017 -22%
CL
160
Choreo LLC
Illinois
$913K -$538K -17,525 -36%
SEIA
161
Signature Estate & Investment Advisors
California
$884K -$118K -3,852 -11%
CA
162
Cetera Advisors
Colorado
$824K +$30K +978 +4%
TWMP
163
Taylor Wealth Management Partners
Massachusetts
$807K -$36.4K -1,187 -4%
Citadel Advisors
164
Citadel Advisors
Florida
$801K +$849K +27,658 New
MWM
165
Mission Wealth Management
California
$782K +$828K +26,990 New
CL
166
CPWM LLC
Washington
$777K -$396K -12,891 -32%
WPP
167
Whalerock Point Partners
Rhode Island
$763K -$140K -4,556 -15%
CFA
168
Carroll Financial Associates
North Carolina
$756K -$4.88M -158,884 -86%
VC
169
Vicus Capital
Pennsylvania
$749K -$186K -6,059 -19%
FNBT
170
FineMark National Bank & Trust
Florida
$738K +$22.4K +729 +3%
TAM
171
Tocqueville Asset Management
New York
$724K -$118K -3,850 -13%
OC
172
Oakworth Capital
Alabama
$716K
HCM
173
Harvest Capital Management
New Hampshire
$703K -$6.04M -196,690 -89%
WB
174
Webster Bank
Connecticut
$683K +$38.9K +1,269 +6%
DMC
175
Drexel Morgan & Co
Pennsylvania
$682K +$187K +6,100 +35%

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.