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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$96K +$89.5K +3,005 New
WC
252
Whitnell & Co
Illinois
$88K +$31.1K +1,045 +60%
SAM
253
Solaris Asset Management
New York
$84K +$79.2K +2,660 New
FMII
254
Farmers & Merchants Investments Inc
Nebraska
$82K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$78K +$9.77K +328 +15%
KKAMG
256
Kernodle & Katon Asset Management Group
Arkansas
$74K
KT
257
Kanaly Trust
Texas
$70K
EWM
258
Evercore Wealth Management
New York
$64K -$116K -3,895 -66%
MA
259
MCF Advisors
Kentucky
$58K +$893 +30 +2%
OTC
260
Opera Trading Capital
France
$57K -$94.4K -3,171 -64%
JIC
261
Joel Isaacson & Co
New York
$55K -$106K -3,567 -67%
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
$52K
First Manhattan
263
First Manhattan
New York
$50K
BIG
264
Bellwether Investment Group
Tennessee
$48K +$44.7K +1,500 New
WA
265
WFG Advisors
Texas
$46K
SBL
266
Sargent Bickham Lagudis
Colorado
$45K -$20.2K -678 -32%
DAM
267
Delta Asset Management
Tennessee
$42K
APSP
268
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K
HNB
269
Huntington National Bank
Ohio
$35K
CLOS
270
Compagnie Lombard Odier SCmA
Switzerland
$32K
LOT
271
Lombard Odier Transatlantic
Quebec, Canada
$32K
DADC
272
D.A. Davidson & Co
Montana
$32K +$30.1K +1,010 New
WRM
273
Westport Resources Management
Connecticut
$31K -$51K -1,713 -64%
SFG
274
SevenBridge Financial Group
Pennsylvania
$19K +$17.9K +600 New
HR
275
Howe & Rusling
New York
$18K -$17.4K -585 -51%

AMJ Hedge Fund Activity: Q2 2016 in Review

292 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 Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.