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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $141M | Put options by funds: $47.3M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 291298 (+7)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

1% more capital invested

Capital invested by funds: $3.18B → $3.22B (+$43.9M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
FDx Advisors
Illinois
$843K +$215K +4,099 +35%
DMC
177
Drexel Morgan & Co
Pennsylvania
$836K
BT
178
Beacon Trust
New Jersey
$831K -$51K -973 -6%
RHJA
179
Rice Hall James & Associates
California
$808K
FCI
180
Financial Counselors Inc
Kansas
$793K -$15.2K -291 -2%
CCM
181
Coldstream Capital Management
Washington
$779K -$172K -3,287 -18%
EAM
182
Evanson Asset Management
California
$766K +$58.2K +1,110 +8%
ACM
183
Argentus Capital Management
Texas
$738K +$138K +2,641 +23%
FPCP
184
Fort Point Capital Partners
California
$728K
DAS
185
Dynamic Advisor Solutions
Arizona
$704K +$5.55K +106 +0.8%
CBB
186
Citizens Business Bank
California
$704K +$31.4K +600 +5%
RCAG
187
Rehmann Capital Advisory Group
Michigan
$698K +$75.3K +1,437 +12%
AA
188
Apriem Advisors
California
$693K
NES
189
New England Securities
New York
$693K +$59.2K +1,130 +9%
IPC
190
Independent Portfolio Consultants
Florida
$673K +$538K +10,258 +423%
NFG
191
Next Financial Group
Texas
$670K +$661K +12,619 New
CWM
192
Concert Wealth Management
California
$668K +$176K +3,355 +37%
BUB
193
BBVA USA Bancshares
Texas
$627K -$30.4K -580 -5%
Northern Trust
194
Northern Trust
Illinois
$604K -$300K -5,720 -33%
KFC
195
Klingenstein Fields & Co
New York
$596K +$2.1K +40 +0.4%
WA
196
WFG Advisors
Texas
$586K -$28.8K -550 -5%
RT
197
Rockland Trust
Massachusetts
$580K +$18.3K +350 +3%
WEC
198
Winslow Evans & Crocker
Massachusetts
$550K +$30.8K +587 +6%
IH
199
IFC Holdings
Florida
$531K -$13K -248 -2%
JG
200
Jefferies Group
New York
$531K +$524K +10,000 New

AMJ Hedge Fund Activity: Q3 2014 in Review

298 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2014, worth a combined $3.22B — up 1.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 16 closed out — a net gain of 12 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $460M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $14.2M sold.

  • 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2014, up from 291 in Q2 2014.
  • Funds reported $3.22B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2014 was Wells Fargo, an estimated $460M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2014 was Sterling Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2014.