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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
176
Daniel Devine & Co
Florida
$822K +$353K +8,000 +71%
CCT
177
Capital City Trust
Florida
$794K -$11K -250 -1%
VV
178
Verity & Verity
South Carolina
$783K -$45.4K -1,029 -5%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$750K +$77.2K +1,750 +11%
DMC
180
Drexel Morgan & Co
Pennsylvania
$746K
HB
181
Homrich & Berg
Georgia
$734K -$57.2K -1,296 -7%
CP
182
Camelot Portfolios
Ohio
$730K -$122K -2,769 -14%
SRC
183
Stone Run Capital
New York
$726K -$99K -2,245 -12%
VKH
184
Virtu KCG Holdings
New York
$715K +$737K +16,699 New
KeyBank National Association
185
KeyBank National Association
Ohio
$705K -$236K -5,339 -24%
MHI
186
Miller Howard Investments
New York
$685K -$23.9M -542,273 -97%
BRM
187
Boston Research & Management
Massachusetts
$679K -$8.38K -190 -1%
Northern Trust
188
Northern Trust
Illinois
$666K +$388K +8,806 +130%
WT
189
Whittier Trust
California
$645K
RHJA
190
Rice Hall James & Associates
California
$643K
FCI
191
Financial Counselors Inc
Kansas
$641K -$1.1K -25 -0.2%
AA
192
Ancora Advisors
Ohio
$635K -$739K -16,748 Closed
MPM
193
Meritage Portfolio Management
Kansas
$574K -$6.62K -150 -1%
BT
194
Beacon Trust
New Jersey
$552K -$73.5K -1,666 -11%
BG
195
Bahl & Gaynor
Ohio
$552K +$569K +12,900 New
BUB
196
BBVA USA Bancshares
Texas
$537K +$31.8K +721 +6%
RCG
197
Ruggie Capital Group
Florida
$525K -$175K -3,970 -24%
JPTCCM
198
J.P. Turner & Co Capital Management
Georgia
$516K -$8.47K -192 -2%
RT
199
Rockland Trust
Massachusetts
$509K -$254K -5,753 -33%
NFG
200
Nadler Financial Group
Illinois
$506K -$361K -8,175 -41%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.