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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

290 hedge funds and large institutions have $1.97B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 81 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $198M | Put options by funds: $12.6M

41% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 46

6% more funds holding

Funds holding: 274290 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

17% less capital invested

Capital invested by funds: $2.37B → $1.97B (-$395M)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 121

Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
7.61%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
65
Increased
81
Reduced
121
Closed
46
Calls
$198M
Puts
$12.6M
Net Calls
+$185M
Net Calls Change
+$227M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$287M -$665M -21,660,547 -69%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$106M +$97.8M +3,186,241 +665%
Morgan Stanley
3
Morgan Stanley
New York
$94M +$83.1M +2,708,491 +505%
EGA
4
Eagle Global Advisors
Texas
$93.8M +$92.3M +3,007,090 +1,303%
Wells Fargo
5
Wells Fargo
California
$80.5M -$60.2M -1,962,012 -41%
MHI
6
Miller Howard Investments
New York
$73.5M +$73.3M +2,387,857 +1,592%
DCC
7
Dow Chemical Company
Michigan
$57M
FEG
8
Fund Evaluation Group
Ohio
$56M -$4.93M -160,505 -8%
Goldman Sachs
9
Goldman Sachs
New York
$53.5M +$26.5M +864,545 +88%
HTC
10
Haverford Trust Company
Pennsylvania
$42.2M -$9.76M -317,975 -18%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$36.8M +$22.3M +726,158 +133%
CB
12
Commerce Bank
Missouri
$33.4M -$23.8M -776,455 -40%
AR
13
Advisory Research
Illinois
$32.3M +$34.2M +1,113,870 New
Neuberger Berman Group
14
Neuberger Berman Group
New York
$30M +$20.8M +677,220 +188%
BC
15
Brinker Capital
Pennsylvania
$27.5M +$11.4M +371,451 +64%
SFG
16
Sage Financial Group
Pennsylvania
$26.4M
KA
17
Klingman & Associates
New York
$25.6M +$12.1M +394,533 +80%
Jane Street
18
Jane Street
New York
$24.9M +$17.7M +578,247 +206%
Bank of America
19
Bank of America
North Carolina
$23.1M -$30M -978,657 -55%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$22.6M +$14.4M +468,032 +150%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$19.5M -$28.2M -917,399 -58%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.4M -$2.91M -94,663 -12%
Mariner
23
Mariner
Kansas
$18.6M +$1.16M +37,810 +6%
Kayne Anderson Rudnick Investment Management
24
Kayne Anderson Rudnick Investment Management
California
$18.3M +$12.7M +414,139 +189%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$17.8M -$73.2K -2,385 -0.4%

AMJ Hedge Fund Activity: Q4 2015 in Review

290 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2015, worth a combined $1.97B — down 17% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AMJ positions and 46 closed out — a net gain of 19 holders — while 81 added to existing stakes and 121 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $97.8M. The largest seller was JP Morgan Chase, cutting an estimated $665M.

  • 290 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2015, up from 274 in Q3 2015.
  • Funds reported $1.97B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2015, down 17% quarter-over-quarter.
  • 65 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2015 and 46 closed out, a net change of +19 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $97.8M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2015 was JP Morgan Chase, an estimated $665M sold.

Based on aggregated 13F filings for Q4 2015.