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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
FMW
226
Farr Miller & Washington
District of Columbia
$323K +$327K +10,000 New
CIC
227
Carnegie Investment Counsel
Ohio
$320K
WA
228
Winfield Associates
Ohio
$313K
BWM
229
Baystate Wealth Management
Massachusetts
$311K +$6.6K +202 +2%
FANJ
230
Financial Architects (New Jersey)
New Jersey
$309K -$15.6K -479 -5%
Calamos Advisors
231
Calamos Advisors
Illinois
$303K +$72.5K +2,220 +31%
FIM
232
Freedom Investment Management
Connecticut
$298K -$43.3K -1,326 -13%
DIA
233
Dana Investment Advisors
Wisconsin
$292K +$41.3K +1,265 +16%
HFS
234
Haverford Financial Services
Pennsylvania
$291K
TAM
235
Tocqueville Asset Management
New York
$289K -$82.5K -2,527 -22%
JFGLC
236
Johnson Financial Group LLC (Colorado)
Colorado
$288K -$231K -7,064 -44%
DAC
237
Dividend Assets Capital
South Carolina
$282K +$36.3K +1,110 +15%
CS
238
Comerica Securities
Michigan
$271K -$13K -398 -5%
SGAM
239
Steinberg Global Asset Management
Florida
$263K -$3.27K -100 -1%
SSWM
240
Sheets Smith Wealth Management
North Carolina
$262K +$265K +8,125 New
Bank of New York Mellon
241
Bank of New York Mellon
New York
$259K +$46.5K +1,425 +22%
TYCC
242
Texas Yale Capital Corp
Florida
$248K
BFPW
243
BOK Financial Private Wealth
Colorado
$246K -$13.6K -417 -5%
RFS
244
Rockefeller Financial Services
New York
$239K
BOTW
245
Bank of the West
California
$236K
CA
246
Clearstead Advisors
Ohio
$235K -$73.5K -2,250 -24%
NFG
247
NewFocus Financial Group
Washington
$234K -$66.4K -2,034 -22%
AFP
248
Ausdal Financial Partners
Iowa
$234K -$7.77K -238 -3%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$229K +$40.5K +1,240 +21%
WDL
250
Well Done LLC
Michigan
$228K +$231K +7,071 New

AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.