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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

302 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,752% more call options, than puts

Call options by funds: $406M | Put options by funds: $21.9M

22% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 99

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 307302 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

7% less capital invested

Capital invested by funds: $2.19B → $2.03B (-$158M)

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
7.53%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.6%
New
32
Increased
121
Reduced
99
Closed
35
Calls
$406M
Puts
$21.9M
Net Calls
+$384M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
226
Johnson Financial Group LLC (Colorado)
Colorado
$280K +$15.8K +513 +6%
BCM
227
Bienville Capital Management
New York
$278K -$197K -6,405 -41%
CIC
228
Carnegie Investment Counsel
Ohio
$278K -$28.6K -930 -9%
US Bancorp
229
US Bancorp
Minnesota
$276K -$43.6K -1,420 -13%
DIA
230
Dana Investment Advisors
Wisconsin
$269K
HFS
231
Haverford Financial Services
Pennsylvania
$267K
WIA
232
Westbourne Investment Advisors
Maryland
$261K -$61.5K -2,000 -19%
DAC
233
Dividend Assets Capital
South Carolina
$259K
VC
234
Vicus Capital
Pennsylvania
$254K -$108K -3,507 -29%
TAM
235
Tocqueville Asset Management
New York
$254K -$12.4K -405 -5%
GRP
236
Global Retirement Partners
California
$248K +$212K +6,905 +483%
CS
237
Comerica Securities
Michigan
$244K -$5.99K -195 -2%
VKH
238
Virtu KCG Holdings
New York
$242K +$250K +8,143 New
SSWM
239
Sheets Smith Wealth Management
North Carolina
$241K
PCFFS
240
Pacific Center for Financial Services
California
$240K -$149K -4,853 -38%
CBB
241
Citizens Business Bank
California
$239K +$247K +8,037 New
LWM
242
Lenox Wealth Management
Ohio
$234K +$35.8K +1,164 +17%
PFS
243
Prospera Financial Services
Texas
$227K +$33.7K +1,097 +17%
RFS
244
Rockefeller Financial Services
New York
$220K
BOTW
245
Bank of the West
California
$217K
CA
246
Clearstead Advisors
Ohio
$216K
WDL
247
Well Done LLC
Michigan
$211K +$1.41K +46 +0.7%
CC
248
Cognios Capital
Kansas
$208K +$1.97K +64 +0.9%
LPIC
249
LeJeune Puetz Investment Counsel
Michigan
$202K
SIC
250
Sigma Investment Counselors
Michigan
$202K

AMJ Hedge Fund Activity: Q2 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2017, worth a combined $2.03B — down 7.2% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 32 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 121 added.

The largest buyer was Brighton Jones LLC, opening a new position worth an estimated $81.9M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 302 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2017, down from 307 in Q1 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2017 was Brighton Jones LLC, an estimated $81.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2017 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2017.