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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $3.18B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 106 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $2.69B → $3.18B (+$491M)

7% more funds holding

Funds holding: 272291 (+19)

6% more funds holding in top 10

Funds holding in top 10: 3638 (+2)

6% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 106

99% less call options, than puts

Call options by funds: $728K | Put options by funds: $52.6M

Holders
291
Holders Change
+19
Holders Change %
+6.99%
% of All Funds
8.36%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
1.09%
New
34
Increased
100
Reduced
106
Closed
14
Calls
$728K
Puts
$52.6M
Net Calls
-$51.9M
Net Calls Change
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$534M +$127M +2,575,252 +34%
Wells Fargo
2
Wells Fargo
California
$482M -$412M -8,364,299 Closed
Bank of America
3
Bank of America
North Carolina
$174M -$3.91M -79,310 -2%
FEG
4
Fund Evaluation Group
Ohio
$85.8M +$2.68M +54,388 +3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$85M +$6.18M +125,371 +8%
CB
6
Commerce Bank
Missouri
$70.3M +$5.52M +112,096 +9%
DCC
7
Dow Chemical Company
Michigan
$67.5M
RC
8
RegentAtlantic Capital
New Jersey
$60.7M +$461K +9,358 +0.8%
Goldman Sachs
9
Goldman Sachs
New York
$57.8M -$19.7M -399,339 -27%
DT
10
Diversified Trust
Tennessee
$57.7M +$54.3M +1,102,501 New
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$47.5M -$321K -6,522 -0.7%
MCM
12
MAI Capital Management
Ohio
$46.4M -$786K -15,962 -2%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$45.2M +$2M +40,570 +5%
CBU
14
CIBC Bank USA
Illinois
$43M +$1.98M +40,195 +5%
CS
15
Credit Suisse
Switzerland
$39.8M -$1.9M -38,543 -5%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$38.3M -$572K -11,605 -2%
BJL
17
Brighton Jones LLC
Washington
$38M -$3.34M -67,841 -9%
HSA
18
HBK Sorce Advisory
Pennsylvania
$37M -$1.03M -20,946 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$33.6M -$24.8K -503 -0.1%
U
20
UBS
Switzerland
$33.5M -$649K -13,180 -2%
SB
21
Suntrust Banks
Georgia
$32.8M -$1.76M -35,798 -5%
JFG
22
JMG Financial Group
Illinois
$31.2M -$2.43M -49,355 -8%
BC
23
Brinker Capital
Pennsylvania
$31.2M +$4.28M +86,834 +17%
HTC
24
Haverford Trust Company
Pennsylvania
$28.8M +$680K +13,805 +3%
SAS
25
Stelac Advisory Services
New York
$26.3M -$3.87M -78,546 -13%

AMJ Hedge Fund Activity: Q2 2014 in Review

291 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2014, worth a combined $3.18B — up 18% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new AMJ positions and 14 closed out — a net gain of 20 holders — while 100 added to existing stakes and 106 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $127M. The largest seller was Wells Fargo, exiting entirely with an estimated $412M sold.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2014, up from 272 in Q1 2014.
  • Funds reported $3.18B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2014, up 18% quarter-over-quarter.
  • 34 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2014 and 14 closed out, a net change of +20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2014 was JP Morgan Chase, an estimated $127M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2014 was Wells Fargo, an estimated $412M sold.

Based on aggregated 13F filings for Q2 2014.