We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $2.69B → $3.18B (+$491M)

7% more funds holding

Funds holding: 272291 (+19)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

99% less call options, than puts

Call options by funds: $728K | Put options by funds: $52.6M

Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.36%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jacobus Wealth Management
Wisconsin
$513K
WEC
202
Winslow Evans & Crocker
Massachusetts
$512K -$246 -5 -0.1%
PMG
203
ProVise Management Group
Florida
$472K
CWM
204
Concert Wealth Management
California
$468K +$44.6K +905 +11%
M&T Bank
205
M&T Bank
New York
$441K
PPA
206
Parametric Portfolio Associates
Washington
$433K +$32.9K +667 +9%
HP
207
HT Partners
Connecticut
$432K
VAM
208
Visionary Asset Management
Texas
$430K -$115K -2,342 -22%
SAM
209
SignalPoint Asset Management
Missouri
$423K +$197 +4 +0%
WIC
210
Woodmont Investment Counsel
Tennessee
$409K
PFS
211
Prospera Financial Services
Texas
$322K -$9.06K -184 -3%
BB
212
Busey Bank
Illinois
$322K
SWP
213
Stratos Wealth Partners
Ohio
$310K +$291K +5,912 New
Parallax Volatility Advisers
214
Parallax Volatility Advisers
California
$305K +$287K +5,821 New
PWW
215
Pettyjohn Wood & White
Virginia
$295K
BBHC
216
Brown Brothers Harriman & Co
New York
$291K
YP
217
Yellowstone Partners
Idaho
$290K
Citadel Advisors
218
Citadel Advisors
Florida
$285K +$190K +3,865 +246%
MCM
219
Murphy Capital Management
New Jersey
$282K -$1.97K -40 -0.7%
ECM
220
Evergreen Capital Management
Washington
$278K
HW
221
Hancock Whitney
Mississippi
$275K +$259K +5,253 New
Luther King Capital Management (LKCM)
222
Luther King Capital Management (LKCM)
Texas
$273K -$22.2K -450 -8%
WPC
223
Waters Parkerson & Co
Louisiana
$270K
DC
224
Davenport & Co
Virginia
$268K +$2.46K +50 +1%
Creative Planning
225
Creative Planning
Kansas
$256K -$43.7K -887 -15%

AMJ Hedge Fund Activity: Q2 2014 in Review

291 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2014, worth a combined $3.18B — up 18% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AMJ positions and 14 closed out — a net gain of 20 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Wells Fargo, exiting entirely with an estimated $412M sold.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2014, up from 272 in Q1 2014.
  • Funds reported $3.18B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2014, up 18% quarter-over-quarter.
  • 34 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2014 and 14 closed out, a net change of +20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2014 was JP Morgan Chase, an estimated $127M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2014 was Wells Fargo, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.