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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
JP Morgan Chase
1
JP Morgan Chase
New York
$463M -$95.8M -1,959,527 -16%
Wells Fargo
2
Wells Fargo
California
$390M -$13.8M -281,930 -3%
Bank of America
3
Bank of America
North Carolina
$146M +$51.2K +1,047 +0%
FEG
4
Fund Evaluation Group
Ohio
$78.2M +$2.13M +43,472 +3%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$77.8M +$2.46M +50,216 +3%
CB
6
Commerce Bank
Missouri
$75.3M +$7.15M +146,300 +10%
DCC
7
Dow Chemical Company
Michigan
$73.1M +$21.7M +444,100 +39%
RC
8
RegentAtlantic Capital
New Jersey
$54.4M +$1.41M +28,822 +2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$42.2M +$4.07M +83,197 +10%
Goldman Sachs
10
Goldman Sachs
New York
$38.5M -$5.63M -115,063 -12%
MCM
11
MAI Capital Management
Ohio
$38.4M -$2.72M -55,651 -6%
CBU
12
CIBC Bank USA
Illinois
$37.6M +$617K +12,616 +2%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$37M -$1.38M -28,166 -3%
TT
14
Tiedemann Trust
Delaware
$35.4M +$29.3M +599,273 +350%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$34M -$5.17M -105,666 -13%
SAS
16
Stelac Advisory Services
New York
$32.7M +$2.17M +44,328 +7%
BJL
17
Brighton Jones LLC
Washington
$29.3M -$691K -14,124 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.1M +$268K +5,479 +0.9%
JFG
19
JMG Financial Group
Illinois
$27.7M +$1.64M +33,551 +6%
HTC
20
Haverford Trust Company
Pennsylvania
$26.6M +$624K +12,754 +2%
MHI
21
Miller Howard Investments
New York
$25.7M +$27.1M +554,042 +13,101%
DT
22
Diversified Trust
Tennessee
$24.7M +$26.3M +537,196 New
SB
23
Suntrust Banks
Georgia
$24.7M -$2.52M -51,515 -9%
CS
24
Credit Suisse
Switzerland
$24.6M -$5.21M -106,569 -17%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$24.3M -$84.5K -1,728 -0.3%

AMJ Hedge Fund Activity: Q4 2014 in Review

327 of the 3,749 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.