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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
PCFFS
251
Pacific Center for Financial Services
California
$190K -$31.9K -1,175 -14%
PMFA
252
Plante Moran Financial Advisors
Michigan
$187K +$23.5K +865 +15%
CPA
253
Clear Perspective Advisors
Illinois
$174K +$94.7K +3,489 +123%
WAM
254
Wealthspire Advisors (Maryland)
Maryland
$147K -$968K -35,655 -87%
CFA
255
Camarda Financial Advisors
Florida
$135K -$81.2K -2,991 -38%
RFC
256
Regions Financial Corp
Alabama
$135K +$133K +4,907 New
Simplex Trading
257
Simplex Trading
Illinois
$132K -$342K -12,588 -72%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$124K +$7.49K +276 +7%
RPG
259
Risk Paradigm Group
Texas
$114K +$2.77K +102 +3%
CHC
260
City Holding Co
West Virginia
$98K
PA
261
Parallel Advisors
California
$97K -$40.7K -1,500 -30%
APA
262
American Portfolios Advisors
New York
$93.6K +$92.5K +3,407 New
HT
263
Hefren-Tillotson
Pennsylvania
$89K +$19.9K +735 +29%
IWM
264
IHT Wealth Management
Illinois
$87K -$23.3K -860 -22%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$71K -$109K -4,031 -61%
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$70K
RFWA
267
RPg Family Wealth Advisory
Massachusetts
$69.3K +$21.3K +784 +45%
AAP
268
Arax Advisory Partners
Colorado
$64K +$109 +4 +0.2%
PWM
269
Perigon Wealth Management
California
$54K
CLOS
270
Compagnie Lombard Odier SCmA
Switzerland
$54K +$27.1K +1,000 +100%
FPS
271
Fieldpoint Private Securities
Connecticut
$51K
GT
272
Glenmede Trust
Pennsylvania
$51K
MA
273
MCF Advisors
Kentucky
$51K
TWMP
274
Taylor Wealth Management Partners
Massachusetts
$49K -$455K -16,770 -90%
HNB
275
Huntington National Bank
Ohio
$48K

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.