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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

289 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $197M | Put options by funds: $40.4M

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $2.19B → $2.19B (-$5.81M)

1% less funds holding

Funds holding: 292289 (-3)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 116

Holders
289
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
7.71%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
28
Increased
98
Reduced
116
Closed
26
Calls
$197M
Puts
$40.4M
Net Calls
+$156M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
226
Dana Investment Advisors
Wisconsin
$233K +$233K +7,407 New
BOTW
227
Bank of the West
California
$230K
WI
228
WrapManager Inc
California
$226K -$2.9K -92 -1%
WSCM
229
Wellington Shields Capital Management
New York
$212K +$212K +6,725 New
OC
230
Oppenheimer & Co
New York
$210K -$560K -17,790 -73%
SIC
231
Sigma Investment Counselors
Michigan
$208K +$207K +6,595 New
KFC
232
Klingenstein Fields & Co
New York
$203K
RJT
233
Raymond James Trust
Florida
$202K +$201K +6,400 New
DADC
234
D.A. Davidson & Co
Montana
$200K +$168K +5,342 +529%
PMFA
235
Plante Moran Financial Advisors
Michigan
$181K
LWM
236
Lenox Wealth Management
Ohio
$171K -$5.57K -177 -3%
ST
237
Spot Trading
Illinois
$170K -$8.76M -278,320 -98%
JFGIW
238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K -$270K -8,572 -64%
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$149K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$147K +$16.4K +520 +13%
WEC
241
Winslow Evans & Crocker
Massachusetts
$135K +$315 +10 +0.2%
CWM
242
Concert Wealth Management
California
$133K +$132K +4,195 New
HT
243
Hefren-Tillotson
Pennsylvania
$131K
CHC
244
City Holding Co
West Virginia
$129K
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$126K -$33K -1,050 -21%
SAM
246
Solaris Asset Management
New York
$120K +$35.7K +1,135 +43%
CF
247
CenterStar Fund
Illinois
$113K
VCM
248
Versant Capital Management
Arizona
$103K +$88.3K +2,806 +585%
SEIA
249
Signature Estate & Investment Advisors
California
$101K -$774K -24,599 -88%
HNB
250
Huntington National Bank
Ohio
$100K

AMJ Hedge Fund Activity: Q3 2016 in Review

289 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 Q3 2016, worth a combined $2.19B — down 0.26% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 26 closed out — a net gain of 2 holders — while 98 added to existing stakes and 116 trimmed.

The largest buyer was Commerce Bank, adding an estimated $19.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 289 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2016, down from 292 in Q2 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2016, down 0.26% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2016 and 26 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2016 was Commerce Bank, an estimated $19.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2016 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2016.