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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

327 hedge funds and large institutions have $2.89B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 116 increasing their positions, 100 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 28

55% more call options, than puts

Call options by funds: $120M | Put options by funds: $77.1M

16% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 100

10% more funds holding

Funds holding: 298327 (+29)

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

10% less capital invested

Capital invested by funds: $3.22B → $2.89B (-$334M)

Holders
327
Holders Change
+29
Holders Change %
+9.73%
% of All Funds
8.72%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.04%
New
61
Increased
116
Reduced
100
Closed
28
Calls
$120M
Puts
$77.1M
Net Calls
+$42.5M
Net Calls Change
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
RHJA
201
Rice Hall James & Associates
California
$690K -$9.78K -200 -1%
FCI
202
Financial Counselors Inc
Kansas
$689K +$3.13K +64 +0.4%
BT
203
Beacon Trust
New Jersey
$669K -$54.2K -1,109 -7%
FPCP
204
Fort Point Capital Partners
California
$630K
FA
205
FDx Advisors
Illinois
$624K -$113K -2,303 -15%
MPM
206
Meritage Portfolio Management
Kansas
$622K -$509K -10,402 -43%
CWM
207
Concert Wealth Management
California
$610K +$36.5K +747 +6%
MHS
208
M Holdings Securities
Oregon
$574K +$123K +2,516 +25%
JPTCCM
209
J.P. Turner & Co Capital Management
Georgia
$566K +$601K +12,297 New
BUB
210
BBVA USA Bancshares
Texas
$543K +$587 +12 +0.1%
JWM
211
Jacobus Wealth Management
Wisconsin
$532K +$87.2K +1,782 +18%
DDC
212
Daniel Devine & Co
Florida
$515K +$548K +11,200 New
NES
213
New England Securities
New York
$504K -$102K -2,080 -16%
KFC
214
Klingenstein Fields & Co
New York
$499K -$17.6K -360 -3%
FPFS
215
First Personal Financial Services
North Carolina
$480K +$512K +10,459 New
MCM
216
Murphy Capital Management
New Jersey
$473K +$132K +2,700 +36%
CCM
217
Coldstream Capital Management
Washington
$470K -$217K -4,430 -30%
WPC
218
Waters Parkerson & Co
Louisiana
$466K +$245K +5,000 +97%
IH
219
IFC Holdings
Florida
$462K +$5.67K +116 +1%
BAM
220
Burnham Asset Management
New York
$459K +$489K +10,000 New
SWP
221
Stratos Wealth Partners
Ohio
$451K -$455K -9,294 -49%
Creative Planning
222
Creative Planning
Kansas
$426K +$231K +4,718 +104%
WEC
223
Winslow Evans & Crocker
Massachusetts
$420K -$60.4K -1,234 -12%
YP
224
Yellowstone Partners
Idaho
$414K +$133K +2,717 +43%
FI
225
FormulaFolio Investments
Michigan
$412K +$438K +8,960 New

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2014, worth a combined $2.89B — down 10% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMJ positions and 28 closed out — a net gain of 33 holders — while 116 added to existing stakes and 100 trimmed.

The largest buyer was Tiedemann Trust, adding an estimated $29.3M. The largest seller was JP Morgan Chase, cutting an estimated $95.8M.

  • 327 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2014, up from 298 in Q3 2014.
  • Funds reported $2.89B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2014, down 10% quarter-over-quarter.
  • 61 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2014 and 28 closed out, a net change of +33 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2014 was Tiedemann Trust, an estimated $29.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2014 was JP Morgan Chase, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2014.