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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

314 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$67.4M)

4% less funds holding

Funds holding: 327314 (-13)

21% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 47

23% less funds holding in top 10

Funds holding in top 10: 3930 (-9)

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 134

73% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $63.7M

Holders
314
Holders Change
-13
Holders Change %
-3.98%
% of All Funds
8.37%
Holding in Top 10
30
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-23.08%
% of All Funds
0.8%
New
37
Increased
97
Reduced
134
Closed
47
Calls
$17.3M
Puts
$63.7M
Net Calls
-$46.4M
Net Calls Change
-$88.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
201
Jacobus Wealth Management
Wisconsin
$496K +$88 +2 +0%
FPCP
202
Fort Point Capital Partners
California
$486K -$104K -2,368 -17%
MHS
203
M Holdings Securities
Oregon
$485K -$51.1K -1,159 -9%
WPC
204
Waters Parkerson & Co
Louisiana
$445K +$11K +250 +2%
BOTW
205
Bank of the West
California
$434K -$476K -10,800 -52%
IH
206
IFC Holdings
Florida
$430K
YP
207
Yellowstone Partners
Idaho
$428K +$43.4K +984 +11%
SI
208
Stephens Inc
Arkansas
$417K +$430K +9,743 New
KFC
209
Klingenstein Fields & Co
New York
$408K -$58.4K -1,325 -12%
FI
210
FormulaFolio Investments
Michigan
$383K
SAM
211
SignalPoint Asset Management
Missouri
$383K +$16K +363 +4%
HW
212
Hancock Whitney
Mississippi
$378K +$390K +8,843 New
PMG
213
ProVise Management Group
Florida
$372K -$4.41K -100 -1%
MCM
214
Murphy Capital Management
New Jersey
$368K -$75K -1,700 -17%
MC
215
Moors & Cabot
Massachusetts
$364K +$376K +8,513 New
WEC
216
Winslow Evans & Crocker
Massachusetts
$356K -$35.8K -812 -9%
CCM
217
Coldstream Capital Management
Washington
$355K -$86.1K -1,951 -19%
TNBTD
218
Trustmark National Bank Trust Department
Mississippi
$353K
PWW
219
Pettyjohn Wood & White
Virginia
$340K -$221 -5 -0.1%
Creative Planning
220
Creative Planning
Kansas
$335K -$64.1K -1,453 -16%
BCM
221
BTR Capital Management
California
$334K +$344K +7,800 New
LWA
222
Lenox Wealth Advisors
New York
$324K +$1.76K +40 +0.5%
RC
223
Roundview Capital
New Jersey
$320K -$17.6K -400 -5%
LH
224
Lebenthal Holdings
New York
$320K +$330K +7,479 New
PPA
225
Parametric Portfolio Associates
Washington
$319K -$4.32K -98 -1%

AMJ Hedge Fund Activity: Q1 2015 in Review

314 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2015, worth a combined $2.82B — down 2.3% from $2.89B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of AMJ and 37 opened new positions — a net loss of 10 holders — while 134 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $283M. The largest seller was Wells Fargo, cutting an estimated $25.6M.

  • 314 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2015, down from 327 in Q4 2014.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2015, down 2.3% quarter-over-quarter.
  • 37 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2015 and 47 closed out, a net change of -10 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2015 was JP Morgan Chase, an estimated $283M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2015 was Wells Fargo, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2015.