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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 $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
251
Private Capital Group
Connecticut
$36K +$41.4K +1,512 +75,600%
RE
252
RBC Europe
United Kingdom
$35.6K
BBHC
253
Brown Brothers Harriman & Co
New York
$35K +$39.7K +1,450 New
MOS
254
MGO One Seven
Ohio
$34K +$13.7K +500 +54%
APSP
255
Asset Planning Services (Pennsylvania)
Pennsylvania
$33K +$11.4K +415 +43%
FIB
256
First Interstate Bank
Montana
$31K
HNB
257
Huntington National Bank
Ohio
$30K
SAM
258
Solaris Asset Management
New York
$30K
Simplex Trading
259
Simplex Trading
Illinois
$29K -$97.7K -3,567 -74%
GWM
260
Geneos Wealth Management
Colorado
$28K -$904 -33 -3%
CLOS
261
Compagnie Lombard Odier SCmA
Switzerland
$24K -$27.4K -1,000 -50%
TC
262
Trilogy Capital
California
$22K +$25.3K +922 New
CAL
263
Capital Advisors Ltd
Ohio
$19K
WEC
264
Winslow Evans & Crocker
Massachusetts
$18.8K +$18.7K +684 +684%
SIAS
265
Shine Investment Advisory Services
Colorado
$18K
OC
266
Oakworth Capital
Alabama
$16K -$6.51M -237,605 -100%
EWM
267
Edge Wealth Management
New York
$16K -$239K -8,731 -93%
SBL
268
Sargent Bickham Lagudis
Colorado
$16K
CAGAS
269
Capital Advisory Group Advisory Services
Minnesota
$16K +$18.9K +688 New
CCM
270
Covington Capital Management
California
$13K
SWM
271
SeaCrest Wealth Management
New York
$13K +$247 +9 +2%
BCM
272
Brasada Capital Management
Texas
$12K
ClearBridge Investments
273
ClearBridge Investments
New York
$12K
PWAG
274
Polaris Wealth Advisory Group
California
$12K +$13.4K +488 New
DAM
275
Delta Asset Management
Tennessee
$11K

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.