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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
IWA
251
IBEX Wealth Advisors
New Jersey
$178K +$186K +6,059 New
PMFA
252
Plante Moran Financial Advisors
Michigan
$176K +$6.14K +200 +3%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$153K +$92.8K +3,021 +142%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$152K -$61.3K -1,994 -28%
PA
255
Parallel Advisors
California
$151K
WEC
256
Winslow Evans & Crocker
Massachusetts
$144K +$5.01K +163 +3%
Simplex Trading
257
Simplex Trading
Illinois
$136K +$141K +4,605 New
RFWA
258
RPg Family Wealth Advisory
Massachusetts
$133K -$2.67K -87 -2%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$126K -$32.7K -1,063 -20%
CHC
260
City Holding Co
West Virginia
$121K
SAM
261
Solaris Asset Management
New York
$114K +$1.23K +40 +1%
CPA
262
Clear Perspective Advisors
Illinois
$95K -$9.46K -308 -9%
GT
263
Glenmede Trust
Pennsylvania
$81K
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$76K
SQA
265
Simon Quick Advisors
New Jersey
$74K -$2.06K -67 -3%
HT
266
Hefren-Tillotson
Pennsylvania
$74K
AAP
267
Arax Advisory Partners
Colorado
$69K +$123 +4 +0.2%
PSUF
268
People's United Financial
Connecticut
$66K +$27.7K +903 +69%
PWM
269
Perigon Wealth Management
California
$58K
MA
270
MCF Advisors
Kentucky
$55K
NFG
271
Next Financial Group
Texas
$49K +$6.21K +202 +14%
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
First Manhattan
273
First Manhattan
New York
$47K
HNB
274
Huntington National Bank
Ohio
$39K
APSP
275
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K

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.