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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$300K -$33.6K -1,239 -10%
ZIM
227
Zacks Investment Management
Illinois
$280K +$277K +10,192 New
WP
228
WealthSource Partners
California
$279K -$7.25K -267 -3%
FMW
229
Farr Miller & Washington
District of Columbia
$275K
WA
230
Winfield Associates
Ohio
$274K -$14.9K -550 -5%
SWP
231
Strategic Wealth Partners
Ohio
$268K +$266K +9,809 New
CAN
232
Cetera Advisor Networks
California
$264K -$96.2K -3,543 -27%
VCA
233
Verdence Capital Advisors
Maryland
$264K +$261K +9,610 New
AFA
234
Aurora Financial Advisors
Massachusetts
$263K +$260K +9,581 New
IFAM
235
Institutional & Family Asset Management
Colorado
$262K +$259K +9,533 New
DWM
236
Dynasty Wealth Management
Florida
$259K +$256K +9,445 New
EWM
237
Edge Wealth Management
New York
$258K -$230K -8,456 -47%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$248K -$19.6K -723 -7%
HFS
239
Haverford Financial Services
Pennsylvania
$247K
EAM
240
Evanson Asset Management
California
$222K -$66.3K -2,441 -23%
FAIM
241
Financial Advocates Investment Management
Washington
$220K +$218K +8,026 New
Northern Trust
242
Northern Trust
Illinois
$214K -$697K -25,679 -77%
CC
243
Cognios Capital
Kansas
$213K +$210K +7,752 New
ACI
244
Alpha Cubed Investments
California
$208K -$2.9M -106,995 -93%
SSWM
245
Sheets Smith Wealth Management
North Carolina
$207K -$93.6K -3,450 -31%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$205K +$203K +7,480 New
GAM
247
Garrison Asset Management
Arkansas
$203K -$88.7K -3,268 -31%
RFS
248
Rockefeller Financial Services
New York
$203K
CA
249
Clearstead Advisors
Ohio
$200K
CCM
250
Chilton Capital Management
Texas
$200K +$198K +7,295 New

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.