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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

288 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less capital invested

Capital invested by funds: $2.82B → $2.66B (-$165M)

8% less funds holding

Funds holding: 314288 (-26)

15% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 120

17% less funds holding in top 10

Funds holding in top 10: 3025 (-5)

50% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 42

97% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $69.2M

Holders
288
Holders Change
-26
Holders Change %
-8.28%
% of All Funds
7.76%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.67%
New
21
Increased
102
Reduced
120
Closed
42
Calls
$2.36M
Puts
$69.2M
Net Calls
-$66.8M
Net Calls Change
-$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
176
Stone Run Capital
New York
$671K
DDC
177
Daniel Devine & Co
Florida
$634K -$139K -3,200 -17%
BRM
178
Boston Research & Management
Massachusetts
$628K
I
179
IberiaBank
Louisiana
$625K -$321K -7,395 -32%
Northern Trust
180
Northern Trust
Illinois
$620K +$3.48K +80 +0.5%
WIA
181
Westbourne Investment Advisors
Maryland
$603K +$661K +15,225 New
WT
182
Whittier Trust
California
$596K
BG
183
Bahl & Gaynor
Ohio
$594K +$91.2K +2,100 +16%
GA
184
Geneva Advisors
Illinois
$584K -$261K -6,000 -29%
RHJA
185
Rice Hall James & Associates
California
$573K -$23.9K -550 -4%
CWA
186
Cypress Wealth Advisors
California
$563K +$618K +14,222 New
SI
187
Stephens Inc
Arkansas
$558K +$189K +4,350 +45%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$556K -$152K -3,501 -20%
FCI
189
Financial Counselors Inc
Kansas
$555K -$41.8K -963 -6%
RT
190
Rockland Trust
Massachusetts
$483K +$13.7K +316 +3%
MHS
191
M Holdings Securities
Oregon
$458K +$9.6K +221 +2%
NFG
192
Nadler Financial Group
Illinois
$448K -$22.8K -525 -4%
JPTCCM
193
J.P. Turner & Co Capital Management
Georgia
$429K -$53K -1,220 -10%
WPC
194
Waters Parkerson & Co
Louisiana
$412K
Morgan Stanley
195
Morgan Stanley
New York
$409K +$358K +8,252 +400%
JWM
196
Jacobus Wealth Management
Wisconsin
$408K -$55.6K -1,279 -11%
IH
197
IFC Holdings
Florida
$408K
BOTW
198
Bank of the West
California
$402K
AAA
199
Adams Asset Advisors
Texas
$398K +$437K +10,070 New
SCVF
200
Small Cap Value Fund
Texas
$398K +$437K +10,070 New

AMJ Hedge Fund Activity: Q2 2015 in Review

288 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2015, worth a combined $2.66B — down 5.9% from $2.82B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMJ and 21 opened new positions — a net loss of 21 holders — while 120 trimmed existing stakes and 102 added.

The largest buyer was JP Morgan Chase, adding an estimated $215M. The largest seller was Wells Fargo, cutting an estimated $40.8M.

  • 288 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2015, down from 314 in Q1 2015.
  • Funds reported $2.66B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2015, down 5.9% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2015 and 42 closed out, a net change of -21 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2015 was JP Morgan Chase, an estimated $215M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2015 was Wells Fargo, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2015.