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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
251
Sonora Investment Management
Arizona
$12K
DAM
252
Delta Asset Management
Tennessee
$10K
SIAP
253
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
WEC
254
Winslow Evans & Crocker
Massachusetts
$8K -$17.4K -720 -78%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$8K
WPEP
256
Walnut Private Equity Partners
Nebraska
$8K
FGAM
257
Financial Gravity Asset Management
Texas
$6K -$2.54K -105 -29%
LWCFA
258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
PH
259
Pinnacle Holdings
Oklahoma
$5K +$5.19K +215 New
BCA
260
Berman Capital Advisors
Georgia
$4K -$6.25K -259 -57%
MCM
261
McMillion Capital Management
North Carolina
$4K
SBL
262
Sargent Bickham Lagudis
Colorado
$4K
AA
263
AlphaMark Advisors
Kentucky
$2K
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SCA
265
Strategic Capital Advisers
Colorado
$2K +$2.42K +100 New
TRCT
266
Tower Research Capital (TRC)
New York
$2K +$2.42K +100 New
GWM
267
Geneos Wealth Management
Colorado
$1K -$1.64M -67,908 -100%
S
268
SignatureFD
Georgia
$1K
SIS
269
Sound Income Strategies
Florida
$1K
GT
270
Glenmede Trust
Pennsylvania
$43
DF
271
Donoghue Forlines
Massachusetts
-$12.3M -489,541 Closed
PWPCM
272
Perella Weinberg Partners Capital Management
New York
-$3.28M -130,719 Closed
MAFM
273
Mid Atlantic Financial Management
Pennsylvania
-$3.01M -119,870 Closed
JIC
274
Johnson Investment Counsel
Ohio
-$2.35M -93,450 Closed
RCAG
275
Rehmann Capital Advisory Group
Michigan
-$2.32M -92,362 Closed

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.