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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
DMC
176
Drexel Morgan & Co
Pennsylvania
$678K +$60.9K +1,350 +10%
WT
177
Whittier Trust
California
$664K
HP
178
HT Partners
Connecticut
$651K
CCT
179
Capital City Trust
Florida
$608K +$266K +5,890 +81%
CBB
180
Citizens Business Bank
California
$587K
CWM
181
Concert Wealth Management
California
$586K +$37.8K +839 +7%
FCI
182
Financial Counselors Inc
Kansas
$566K -$15.2K -336 -3%
GA
183
Geneva Advisors
Illinois
$562K
AA
184
Apriem Advisors
California
$545K +$178K +3,950 +51%
ACM
185
Argentus Capital Management
Texas
$529K +$515K +11,410 New
SRC
186
Stone Run Capital
New York
$522K -$78.7K -1,745 -13%
IH
187
IFC Holdings
Florida
$505K -$6.32K -140 -1%
MPM
188
Meritage Portfolio Management
Kansas
$505K +$60.9K +1,350 +14%
OC
189
Oakworth Capital
Alabama
$502K +$488K +10,828 New
RT
190
Rockland Trust
Massachusetts
$500K -$44.9K -995 -8%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$496K +$119K +2,641 +33%
KFC
192
Klingenstein Fields & Co
New York
$483K
MWM
193
Modera Wealth Management
New Jersey
$480K +$468K +10,366 New
WEC
194
Winslow Evans & Crocker
Massachusetts
$452K +$440K +9,752 New
PMG
195
ProVise Management Group
Florida
$413K +$9.02K +200 +2%
SAM
196
SignalPoint Asset Management
Missouri
$400K -$358K -7,947 -48%
M&T Bank
197
M&T Bank
New York
$390K
ZIM
198
Zacks Investment Management
Illinois
$390K +$379K +8,408 New
DADC
199
D.A. Davidson & Co
Montana
$387K +$372K +8,254 +6,253%
PPA
200
Parametric Portfolio Associates
Washington
$377K -$194K -4,300 -35%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.