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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
226
BOK Financial Private Wealth
Colorado
$246K +$231K +7,740 New
DAC
227
Dividend Assets Capital
South Carolina
$243K -$218K -7,325 -49%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$241K -$27.7M -929,123 -99%
RFS
229
Rockefeller Financial Services
New York
$235K -$29.8K -1,000 -12%
AFP
230
Ausdal Financial Partners
Iowa
$234K +$219K +7,367 New
BOTW
231
Bank of the West
California
$232K +$217K +7,300 New
WI
232
WrapManager Inc
California
$231K +$217K +7,273 New
VKH
233
Virtu KCG Holdings
New York
$216K +$202K +6,791 New
WP
234
WealthSource Partners
California
$211K +$197K +6,629 New
BRWA
235
B. Riley Wealth Advisors
Florida
$207K +$193K +6,489 New
KFC
236
Klingenstein Fields & Co
New York
$205K +$192K +6,430 New
ICAS
237
Investors Capital Advisory Services
Massachusetts
$199K +$187K +6,294 New
PMFA
238
Plante Moran Financial Advisors
Michigan
$183K
LWM
239
Lenox Wealth Management
Ohio
$178K -$28.4K -952 -15%
CF
240
CenterStar Fund
Illinois
$160K
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$159K -$185K -6,205 -55%
WAM
242
Wealthspire Advisors (Maryland)
Maryland
$150K -$17.9K -600 -11%
Deutsche Bank
243
Deutsche Bank
Germany
$144K
WEC
244
Winslow Evans & Crocker
Massachusetts
$136K +$2.5K +84 +2%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$132K -$5.96K -200 -5%
HT
246
Hefren-Tillotson
Pennsylvania
$132K +$49.6K +1,666 +66%
CHC
247
City Holding Co
West Virginia
$130K -$5.96K -200 -5%
NFG
248
Next Financial Group
Texas
$130K +$89 +3 +0.1%
PCM
249
Prelude Capital Management
New York
$127K
GT
250
Glenmede Trust
Pennsylvania
$122K -$4.76K -160 -4%

AMJ Hedge Fund Activity: Q2 2016 in Review

292 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.