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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jacobus Wealth Management
Wisconsin
$372K +$34.5K +765 +11%
HFS
202
HL Financial Services
Kentucky
$350K +$39.6K +878 +13%
GIM
203
Goelzer Investment Management
Indiana
$339K +$330K +7,318 New
WIC
204
Woodmont Investment Counsel
Tennessee
$334K +$85.7K +1,900 +36%
AR
205
Advisory Research
Illinois
$318K +$310K +6,870 New
OC
206
Oppenheimer & Co
New York
$311K -$460K -10,197 -60%
LWA
207
Lenox Wealth Advisors
New York
$306K +$8.35K +185 +3%
PFS
208
Prospera Financial Services
Texas
$303K +$17.1K +379 +6%
FMW
209
Farr Miller & Washington
District of Columbia
$300K +$84.1K +1,864 +41%
VAM
210
Visionary Asset Management
Texas
$295K -$111K -2,461 -28%
DC
211
Davenport & Co
Virginia
$288K -$41.1K -912 -13%
HT
212
Hefren-Tillotson
Pennsylvania
$286K -$3.76M -83,240 -93%
BB
213
Busey Bank
Illinois
$285K
ECM
214
Evergreen Capital Management
Washington
$270K +$11.3K +250 +4%
SC
215
SouthState Corp
Florida
$269K -$22.6K -500 -8%
Creative Planning
216
Creative Planning
Kansas
$266K -$1.71K -38 -0.7%
BBHC
217
Brown Brothers Harriman & Co
New York
$257K -$126K -2,800 -34%
YP
218
Yellowstone Partners
Idaho
$257K +$250K +5,544 New
EAMA
219
EFG Asset Management (Americas)
Florida
$253K +$246K +5,454 New
MCM
220
Murphy Capital Management
New Jersey
$252K +$245K +5,440 New
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$244K -$9.02K -200 -4%
LD
222
Lipe & Dalton
New York
$225K
NL
223
NWAM LLC
Washington
$223K -$22.4K -497 -9%
SCG
224
Strategic Capital Group
Washington
$214K -$1.68M -37,216 -89%
PWLP
225
Prio Wealth Limited Partnership
Massachusetts
$213K

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.