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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

243 hedge funds and large institutions have $2.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 243243 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$245M)

95% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $47.2M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
7.88%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.3%
New
22
Increased
89
Reduced
95
Closed
21
Calls
$2.3M
Puts
$47.2M
Net Calls
-$44.9M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Prelude Capital Management
New York
$526K +$542K +11,793 New
RT
177
Rockland Trust
Massachusetts
$525K -$122K -2,646 -18%
IH
178
IFC Holdings
Florida
$496K -$6.3K -137 -1%
KFC
179
Klingenstein Fields & Co
New York
$465K +$4.6K +100 +1%
MPM
180
Meritage Portfolio Management
Kansas
$426K +$3.68K +80 +0.8%
VAM
181
Visionary Asset Management
Texas
$397K +$407K +8,842 New
PMG
182
ProVise Management Group
Florida
$388K
MHI
183
Miller Howard Investments
New York
$376K -$178K -3,860 -31%
M&T Bank
184
M&T Bank
New York
$375K
BBHC
185
Brown Brothers Harriman & Co
New York
$372K +$129K +2,800 +50%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$359K +$155K +3,375 +72%
AA
187
Apriem Advisors
California
$348K +$39.1K +850 +12%
JWM
188
Jacobus Wealth Management
Wisconsin
$324K
DC
189
Davenport & Co
Virginia
$318K +$11.5K +249 +4%
Northern Trust
190
Northern Trust
Illinois
$301K +$311K +6,753 New
HFS
191
HL Financial Services
Kentucky
$298K -$57.9K -1,260 -16%
LWA
192
Lenox Wealth Advisors
New York
$286K +$1.52K +33 +0.5%
SC
193
SouthState Corp
Florida
$281K
PFS
194
Prospera Financial Services
Texas
$277K
BB
195
Busey Bank
Illinois
$274K
Creative Planning
196
Creative Planning
Kansas
$258K -$36.7K -798 -12%
ECM
197
Evergreen Capital Management
Washington
$248K -$3.6M -78,294 -93%
Luther King Capital Management (LKCM)
198
Luther King Capital Management (LKCM)
Texas
$244K +$9.2K +200 +4%
WIC
199
Woodmont Investment Counsel
Tennessee
$237K +$46K +1,000 +23%
NL
200
NWAM LLC
Washington
$236K +$10.7K +232 +5%

AMJ Hedge Fund Activity: Q3 2013 in Review

243 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2013, worth a combined $2.58B — down 8.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 21 closed out — a net gain of 1 holder — while 89 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Hefren-Tillotson, cutting an estimated $140M.

  • 243 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2013, down 8.7% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2013 and 21 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2013 was JP Morgan Chase, an estimated $112M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2013 was Hefren-Tillotson, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.