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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $533M | Put options by funds: $38M

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more capital invested

Capital invested by funds: $2.03B → $2.03B (+$2.42M)

3% less funds holding

Funds holding: 302293 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38M
Net Calls
+$495M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$262K +$267K +9,292 New
HFS
227
Haverford Financial Services
Pennsylvania
$254K
FPF
228
FNY Partners Fund
New York
$251K +$256K +8,900 New
TAM
229
Tocqueville Asset Management
New York
$250K +$9.06K +315 +4%
Citadel Advisors
230
Citadel Advisors
Florida
$250K +$254K +8,842 New
WIA
231
Westbourne Investment Advisors
Maryland
$248K
CIC
232
Carnegie Investment Counsel
Ohio
$247K
MWAC
233
Mariner Wealth Advisors (Cincinnati)
Ohio
$246K -$13.9M -482,993 -98%
DIA
234
Dana Investment Advisors
Wisconsin
$241K -$14.8K -513 -6%
DAC
235
Dividend Assets Capital
South Carolina
$238K -$8.63K -300 -3%
PCFFS
236
Pacific Center for Financial Services
California
$229K +$1.06K +37 +0.5%
CBB
237
Citizens Business Bank
California
$227K
CFA
238
Camarda Financial Advisors
Florida
$223K -$54.7K -1,902 -19%
LWM
239
Lenox Wealth Management
Ohio
$222K
Bank of New York Mellon
240
Bank of New York Mellon
New York
$215K +$219K +7,616 New
RFS
241
Rockefeller Financial Services
New York
$209K
CA
242
Clearstead Advisors
Ohio
$205K
BF
243
BOK Financial
Oklahoma
$202K +$205K +7,141 New
US Bancorp
244
US Bancorp
Minnesota
$194K -$69.8K -2,426 -26%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$187K +$42.5K +1,479 +29%
CCM
246
Covington Capital Management
California
$185K +$188K +6,548 New
SA
247
SpiderRock Advisors
Delaware
$176K
PMFA
248
Plante Moran Financial Advisors
Michigan
$168K
LGWM
249
Litman Gregory Wealth Management
California
$157K +$160K +5,550 New
PA
250
Parallel Advisors
California
$134K

AMJ Hedge Fund Activity: Q3 2017 in Review

293 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 Q3 2017, worth a combined $2.03B — up 0.12% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 29 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $71.2M sold.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2017, down from 302 in Q2 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2017, up 0.12% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2017 and 35 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2017 was JP Morgan Chase, an estimated $109M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2017 was Fund Evaluation Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2017.