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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 $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$16.4K +551 New
LWA
277
Lowe Wealth Advisors
Maryland
$17K
WTB
278
Washington Trust Bank
Washington
$17K
VCM
279
Versant Capital Management
Arizona
$15K
PSC
280
Prentiss Smith & Co
Vermont
$14K
SIG
281
Stanford Investment Group
California
$14K
CPIG
282
Chicago Partners Investment Group
Illinois
$14K +$208 +7 +2%
DBT
283
Dubuque Bank & Trust
Iowa
$13K +$12.3K +414 New
SHJ
284
Sharkey, Howes & Javer
Colorado
$12K +$11.2K +375 New
FIB
285
First Interstate Bank
Montana
$10K
HPBT
286
High Point Bank & Trust
North Carolina
$10K
CFN
287
Cordasco Financial Network
Florida
$9K -$23.8K -800 -74%
FPFS
288
First Personal Financial Services
North Carolina
$9K
LWCFA
289
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
SF
290
Synovus Financial
Georgia
$8K +$7.45K +250 New
SAM
291
Shamrock Asset Management
Texas
$6K
PVH
292
Psagot Value Holdings
Israel
$6K +$5.66K +190 New
CYG
293
Clean Yield Group
Vermont
$3K
PFO
294
Pathstone Family Office
New Jersey
$3K
GI
295
Gradient Investments
Minnesota
$1K -$18.6K -625 -97%
FHC
296
First Heartland Consultants
Missouri
$336
WP
297
WealthPLAN Partners
Nebraska
$22 +$20.6K +691 New
WKKFT
298
W.K. Kellogg Foundation Trust
Michigan
-$22.6M -835,000 Closed
Millennium Management
299
Millennium Management
New York
-$6.75M -249,162 Closed
EWA
300
EP Wealth Advisors
California
-$5.69M -210,109 Closed

AMJ Hedge Fund Activity: Q2 2016 in Review

292 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.