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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$120K
RPG
252
Risk Paradigm Group
Texas
$114K -$1.03M -35,928 -90%
IWM
253
IHT Wealth Management
Illinois
$110K +$403 +14 +0.4%
CHC
254
City Holding Co
West Virginia
$101K -$14.4K -500 -12%
CPA
255
Clear Perspective Advisors
Illinois
$80K -$10.4K -361 -11%
WWM
256
Willingdon Wealth Management
North Carolina
$79K +$80.2K +2,789 New
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$72K
HT
258
Hefren-Tillotson
Pennsylvania
$71K
AAP
259
Arax Advisory Partners
Colorado
$65K +$86 +3 +0.1%
GWM
260
Geneos Wealth Management
Colorado
$64K -$390K -13,560 -86%
SQA
261
Simon Quick Advisors
New Jersey
$63K -$8.28K -288 -11%
JG
262
Jefferies Group
New York
$59K +$60.4K +2,100 New
PWM
263
Perigon Wealth Management
California
$55K
FPS
264
Fieldpoint Private Securities
Connecticut
$53K +$53.8K +1,870 New
GT
265
Glenmede Trust
Pennsylvania
$52K -$18.7K -650 -26%
MA
266
MCF Advisors
Kentucky
$52K
RFWA
267
RPg Family Wealth Advisory
Massachusetts
$49K -$78.6K -2,733 -61%
NFG
268
Next Financial Group
Texas
$47K +$86 +3 +0.2%
EFSCE
269
Enterprise Financial Services Corp (EFSC)
Missouri
$46K
First Manhattan
270
First Manhattan
New York
$45K
RE
271
RBC Europe
United Kingdom
$41.9K +$42.7K +1,485 New
HNB
272
Huntington National Bank
Ohio
$38K
FIB
273
First Interstate Bank
Montana
$36K +$37.1K +1,290 New
SAM
274
Solaris Asset Management
New York
$35K -$74.5K -2,589 -67%
PWPCM
275
Perella Weinberg Partners Capital Management
New York
$34.2K +$25.9M +900,897 +291%

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.