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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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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

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

55% more call options, than puts

Call options by funds: $120M | Put options by funds: $77.1M

16% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 100

10% more funds holding

Funds holding: 298 → 327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 37 → 39 (+2)

10% less capital invested

Capital invested by funds: $3.22B → $2.89B (-$334M)

Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.72%
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

Top Buyers

Rank Fund Capital Flow
1
TT
Tiedemann Trust
Delaware
+$29.3M
2
MHI
Miller Howard Investments
New York
+$27.1M
3
DCC
Dow Chemical Company
Michigan
+$21.7M
4
SMA
Simply Money Advisors
Ohio
+$19.4M
5
HT
HAP Trading
New York
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$95.8M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$15M
3
Wells Fargo
Wells Fargo
California
-$13.8M
4
AIA
Arrow Investment Advisors
Maryland
-$13.7M
5
DWA
Dorsey Wright & Associates
California
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
176
Stone Run Capital
New York
$966K +$73.4K +1,500 +8%
EAM
177
Evanson Asset Management
California
$965K +$321K +6,559 +45%
BOTW
178
Bank of the West
California
$963K +$1.02M +20,950 New
MFS
179
MSI Financial Services
Massachusetts
$931K -$115K -2,355 -10%
NFG
180
Nadler Financial Group
Illinois
$919K -$505K -10,318 -34%
DAC
181
Dividend Assets Capital
South Carolina
$914K -$132K -2,700 -12%
CP
182
Camelot Portfolios
Ohio
$911K +$25.2K +515 +3%
MG
183
MDE Group
New Jersey
$903K +$962K +19,662 New
VV
184
Verity & Verity
South Carolina
$888K +$7.83K +160 +0.8%
AR
185
Advisory Research
Illinois
$887K +$944K +19,305 New
OAM
186
Occidental Asset Management
California
$879K +$936K +19,135 New
CCT
187
Capital City Trust
Florida
$864K – – –
HB
188
Homrich & Berg
Georgia
$848K +$32.3K +660 +4%
GA
189
Geneva Advisors
Illinois
$841K +$107K +2,187 +14%
RT
190
Rockland Trust
Massachusetts
$810K +$328K +6,709 +61%
DMC
191
Drexel Morgan & Co
Pennsylvania
$801K +$81.9K +1,675 +11%
AA
192
Ancora Advisors
Ohio
$770K -$435K -8,901 -35%
BCM
193
Beck Capital Management
Texas
$770K -$65.3K -1,335 -7%
PCM
194
Prelude Capital Management
New York
$766K +$816K +16,681 New
Citadel Advisors
195
Citadel Advisors
Florida
$757K +$805K +16,465 New
RCG
196
Ruggie Capital Group
Florida
$742K +$794K +16,240 New
BRM
197
Boston Research & Management
Massachusetts
$737K – – –
RCAG
198
Rehmann Capital Advisory Group
Michigan
$725K +$128K +2,623 +20%
WCM
199
Windsor Capital Management
Arizona
$718K +$764K +15,625 New
WT
200
Whittier Trust
California
$692K -$149K -3,051 -17%
6 7
8
9 10

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2014, worth a combined $2.89B — down 10% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMJ positions and 28 closed out — a net gain of 33 holders — while 116 added to existing stakes and 100 trimmed.

The largest buyer was Tiedemann Trust, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 327 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2014, up from 298 in Q3 2014.
  • Funds reported $2.89B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2014, down 10% quarter-over-quarter.
  • 61 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2014 and 28 closed out, a net change of +33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2014 was Tiedemann Trust, an estimated $29.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2014 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2014.