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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
FTI
176
Fiduciary Trust International
Massachusetts
$665K -$35.3K -1,150 -5%
TYCC
177
Texas Yale Capital Corp
Florida
$662K -$24.6K -800 -3%
SI
178
Stephens Inc
Arkansas
$655K +$258K +8,393 +59%
US Bancorp
179
US Bancorp
Minnesota
$645K -$40.4K -1,315 -6%
CWA
180
Cypress Wealth Advisors
California
$635K +$236K +7,680 +54%
GWM
181
Gupta Wealth Management
California
$610K -$638K -20,792 -50%
CP
182
Camelot Portfolios
Ohio
$607K +$40.7K +1,325 +7%
NFC
183
Northeast Financial Consultants
Connecticut
$600K -$218K -7,100 -26%
PCM
184
Parsons Capital Management
Rhode Island
$581K +$5.83K +190 +1%
GA
185
Geneva Advisors
Illinois
$580K +$162K +5,270 +36%
SCM
186
Southport Capital Management
Tennessee
$565K -$183K -5,972 -23%
CCM
187
Colorado Capital Management
Colorado
$551K +$584K +19,025 New
BA
188
Bristlecone Advisors
Washington
$545K +$577K +18,808 New
FPCP
189
Fort Point Capital Partners
California
$524K -$174K -5,669 -24%
AF
190
Affiance Financial
Minnesota
$517K -$139K -4,525 -20%
DAC
191
Dividend Assets Capital
South Carolina
$463K +$10.7K +350 +2%
WPC
192
Waters Parkerson & Co
Louisiana
$453K +$99.7K +3,250 +26%
BRM
193
Boston Research & Management
Massachusetts
$452K -$325K -10,590 -40%
UFA
194
US Financial Advisors
Massachusetts
$451K -$74.1K -2,415 -13%
EAM
195
Evanson Asset Management
California
$444K -$16.2K -528 -3%
BG
196
Bahl & Gaynor
Ohio
$435K
BCP
197
Berkeley Capital Partners
Georgia
$431K +$457K +14,890 New
Bank of New York Mellon
198
Bank of New York Mellon
New York
$429K -$170K -5,541 -27%
SIC
199
Salem Investment Counselors
North Carolina
$426K -$250K -8,140 -36%
FANJ
200
Financial Architects (New Jersey)
New Jersey
$419K -$229K -7,457 -34%

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.