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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

243 hedge funds and large institutions have $2.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 243243 (0)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

9% less capital invested

Capital invested by funds: $2.83B → $2.58B (-$245M)

95% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $47.2M

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
7.88%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.3%
New
22
Increased
89
Reduced
95
Closed
21
Calls
$2.3M
Puts
$47.2M
Net Calls
-$44.9M
Net Calls Change
-$53.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$410M -$40.8M -886,909 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$222M +$112M +2,425,878 +95%
Bank of America
3
Bank of America
North Carolina
$174M -$4.5M -97,926 -2%
Invesco
4
Invesco
Georgia
$74.1M +$33.7M +732,779 +79%
FEG
5
Fund Evaluation Group
Ohio
$64.7M -$47K -1,023 -0.1%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$57.8M -$5.58M -121,314 -9%
DT
7
Diversified Trust
Tennessee
$51.9M -$2.55M -55,495 -5%
RC
8
RegentAtlantic Capital
New Jersey
$48M -$197K -4,292 -0.4%
CB
9
Commerce Bank
Missouri
$46.7M +$13.4M +291,589 +39%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$43.9M +$37M +804,570 +447%
JFG
11
JMG Financial Group
Illinois
$41.8M +$2.42M +52,574 +6%
MCM
12
MAI Capital Management
Ohio
$40.4M -$939K -20,423 -2%
BJL
13
Brighton Jones LLC
Washington
$39.7M -$1.6M -34,775 -4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$38.8M -$1.93M -42,034 -5%
WBG
15
Wharton Business Group
Pennsylvania
$37.4M +$2.55M +55,500 +7%
Goldman Sachs
16
Goldman Sachs
New York
$37.4M +$3.2M +69,480 +9%
CBU
17
CIBC Bank USA
Illinois
$35.4M -$94.3M -2,049,700 -72%
VF
18
Virtu Financial
New York
$34.4M +$31.2M +678,063 +724%
U
19
UBS
Switzerland
$34.1M -$8.44M -183,444 -19%
SB
20
Suntrust Banks
Georgia
$34.1M -$194K -4,212 -0.5%
HSA
21
HBK Sorce Advisory
Pennsylvania
$33.6M -$36.1M -785,731 -51%
CS
22
Credit Suisse
Switzerland
$31.7M -$1.4M -30,539 -4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$30.3M +$1.42M +30,929 +5%
Jane Street
24
Jane Street
New York
$29.9M +$12.2M +266,060 +66%
Deutsche Bank
25
Deutsche Bank
Germany
$29.5M +$6.98M +151,788 +30%

AMJ Hedge Fund Activity: Q3 2013 in Review

243 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2013, worth a combined $2.58B — down 8.7% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 21 closed out — a net gain of 1 holder — while 89 added to existing stakes and 95 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $112M. The largest seller was Hefren-Tillotson, cutting an estimated $140M.

  • 243 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $2.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2013, down 8.7% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2013 and 21 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2013 was JP Morgan Chase, an estimated $112M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2013 was Hefren-Tillotson, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2013.