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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

264 hedge funds and large institutions have $2.77B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2013 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 87

9% more funds holding

Funds holding: 243264 (+21)

8% more capital invested

Capital invested by funds: $2.58B → $2.77B (+$195M)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

98% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $51.4M

Holders
264
Holders Change
+21
Holders Change %
+8.64%
% of All Funds
7.66%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.99%
New
44
Increased
99
Reduced
87
Closed
19
Calls
$1.18M
Puts
$51.4M
Net Calls
-$50.3M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$401M -$24.5M -542,416 -6%
JP Morgan Chase
2
JP Morgan Chase
New York
$360M +$126M +2,803,481 +56%
Bank of America
3
Bank of America
North Carolina
$171M -$10.3M -227,470 -6%
Goldman Sachs
4
Goldman Sachs
New York
$90.2M +$49.9M +1,106,944 +132%
FEG
5
Fund Evaluation Group
Ohio
$73.1M +$5.73M +127,115 +9%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$63.9M +$3.74M +82,845 +6%
DT
7
Diversified Trust
Tennessee
$55.8M +$1.78M +39,532 +3%
CB
8
Commerce Bank
Missouri
$54.8M +$6.08M +134,788 +13%
RC
9
RegentAtlantic Capital
New Jersey
$52M -$48.6M -1,076,555 Closed
JFG
10
JMG Financial Group
Illinois
$43.7M +$235K +5,209 +0.6%
Invesco
11
Invesco
Georgia
$42.4M -$33.7M -746,624 -45%
MCM
12
MAI Capital Management
Ohio
$41.5M -$462K -10,252 -1%
CS
13
Credit Suisse
Switzerland
$41.3M +$8.12M +180,087 +25%
WBG
14
Wharton Business Group
Pennsylvania
$40.4M +$1.5M +33,190 +4%
BJL
15
Brighton Jones LLC
Washington
$39.6M -$1.61M -35,664 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$38.4M +$7.61M +168,780 +26%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$37.5M -$2.8M -62,133 -7%
CBU
18
CIBC Bank USA
Illinois
$37.3M +$438K +9,718 +1%
HSA
19
HBK Sorce Advisory
Pennsylvania
$34.3M -$532K -11,793 -2%
U
20
UBS
Switzerland
$32.4M -$3.02M -66,958 -9%
SB
21
Suntrust Banks
Georgia
$30.3M -$4.92M -109,157 -14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$29.7M -$1.73M -38,424 -6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$29.4M +$1.13M +25,153 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$24.7M +$201K +4,455 +0.8%
HTC
25
Haverford Trust Company
Pennsylvania
$24.6M +$1.17M +26,023 +5%

AMJ Hedge Fund Activity: Q4 2013 in Review

264 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2013, worth a combined $2.77B — up 7.5% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AMJ positions and 19 closed out — a net gain of 25 holders — while 99 added to existing stakes and 87 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $126M. The largest seller was RegentAtlantic Capital, exiting entirely with an estimated $48.6M sold.

  • 264 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2013, up from 243 in Q3 2013.
  • Funds reported $2.77B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2013, up 7.5% quarter-over-quarter.
  • 44 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2013 and 19 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2013 was JP Morgan Chase, an estimated $126M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2013 was RegentAtlantic Capital, an estimated $48.6M sold.

Based on aggregated 13F filings for Q4 2013.