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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

298 hedge funds and large institutions have $3.22B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $141M | Put options by funds: $47.3M

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

2% more funds holding

Funds holding: 291298 (+7)

8% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 103

1% more capital invested

Capital invested by funds: $3.18B → $3.22B (+$43.9M)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

Holders
298
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
8.65%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
1.07%
New
28
Increased
111
Reduced
103
Closed
16
Calls
$141M
Puts
$47.3M
Net Calls
+$93.5M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
201
M Holdings Securities
Oregon
$530K +$523K +9,983 New
JWM
202
Jacobus Wealth Management
Wisconsin
$520K
PMG
203
ProVise Management Group
Florida
$478K
MFBTD
204
MB Financial Bank - Trust Department
Illinois
$443K +$220K +4,200 +100%
WKWM
205
Walter & Keenan Wealth Management
Indiana
$441K -$109K -2,080 -20%
HP
206
HT Partners
Connecticut
$435K
SAM
207
SignalPoint Asset Management
Missouri
$428K +$210 +4 +0%
MCM
208
Murphy Capital Management
New Jersey
$403K +$115K +2,200 +41%
LWA
209
Lenox Wealth Advisors
New York
$398K +$393K +7,493 New
WIC
210
Woodmont Investment Counsel
Tennessee
$396K -$18.3K -350 -4%
VAM
211
Visionary Asset Management
Texas
$349K -$85.2K -1,626 -20%
YP
212
Yellowstone Partners
Idaho
$334K +$39.6K +755 +14%
SFM
213
Signature Financial Management
Virginia
$334K +$330K +6,300 New
Morgan Stanley
214
Morgan Stanley
New York
$329K -$936K -17,861 -74%
BB
215
Busey Bank
Illinois
$326K
ECM
216
Evergreen Capital Management
Washington
$319K +$36.7K +700 +13%
Millennium Management
217
Millennium Management
New York
$312K +$308K +5,875 New
FTIOP
218
Fiduciary Trust International of Pennsylvania
Pennsylvania
$305K +$301K +5,750 New
BGA
219
Belmont Global Advisors
Texas
$301K +$88.2K +1,683 +42%
PWW
220
Pettyjohn Wood & White
Virginia
$299K
PFPT
221
Pinnacle Financial Partners (Tennessee)
Tennessee
$297K +$293K +5,601 New
BBHC
222
Brown Brothers Harriman & Co
New York
$295K
MAA
223
Matrix Asset Advisors
New York
$294K +$44.3K +845 +18%
JIC
224
Joel Isaacson & Co
New York
$292K +$277K +5,292 +2,646%
PFS
225
Prospera Financial Services
Texas
$289K -$36.8K -703 -11%

AMJ Hedge Fund Activity: Q3 2014 in Review

298 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2014, worth a combined $3.22B — up 1.4% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 16 closed out — a net gain of 12 holders — while 111 added to existing stakes and 103 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $460M. The largest seller was Sterling Capital Management, exiting entirely with an estimated $14.2M sold.

  • 298 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2014, up from 291 in Q2 2014.
  • Funds reported $3.22B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2014 and 16 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2014 was Wells Fargo, an estimated $460M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2014 was Sterling Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2014.