AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.73%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
176
Stone Run Capital
New York
$966K +$75.5K +1,500 +8%
EAM
177
Evanson Asset Management
California
$965K +$301K +6,559 +45%
BOTW
178
Bank of the West
California
$963K +$963K +20,950 New
MFS
179
MSI Financial Services
Massachusetts
$931K -$108K -2,355 -10%
NFG
180
Nadler Financial Group
Illinois
$919K -$474K -10,318 -34%
DAC
181
Dividend Assets Capital
South Carolina
$914K -$124K -2,700 -12%
CP
182
Camelot Portfolios
Ohio
$911K +$23.7K +515 +3%
MG
183
MDE Group
New Jersey
$903K +$903K +19,662 New
VV
184
Verity & Verity
South Carolina
$888K +$7.35K +160 +0.8%
AR
185
Advisory Research
Illinois
$887K +$887K +19,305 New
OAM
186
Occidental Asset Management
California
$879K +$879K +19,135 New
CCT
187
Capital City Trust
Florida
$864K
HB
188
Homrich & Berg
Georgia
$848K +$30.3K +660 +4%
GA
189
Geneva Advisors
Illinois
$841K +$100K +2,187 +14%
RT
190
Rockland Trust
Massachusetts
$810K +$308K +6,709 +61%
DMC
191
Drexel Morgan & Co
Pennsylvania
$801K +$77K +1,675 +11%
AA
192
Ancora Advisors
Ohio
$770K -$409K -8,901 -35%
BCM
193
Beck Capital Management
Texas
$770K -$61.4K -1,335 -7%
PCM
194
Prelude Capital Management
New York
$766K +$766K +16,681 New
Citadel Advisors
195
Citadel Advisors
Florida
$757K +$757K +16,465 New
RCG
196
Ruggie Capital Group
Florida
$742K +$742K +16,240 New
BRM
197
Boston Research & Management
Massachusetts
$737K
RCAG
198
Rehmann Capital Advisory Group
Michigan
$725K +$120K +2,623 +20%
WCM
199
Windsor Capital Management
Arizona
$718K +$718K +15,625 New
WT
200
Whittier Trust
California
$692K -$140K -3,051 -17%