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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
276
Winslow Evans & Crocker
Massachusetts
$155K +$18.3K +598 +14%
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$149K
CHC
278
City Holding Co
West Virginia
$129K
SAM
279
Solaris Asset Management
New York
$121K +$611 +20 +0.5%
IWA
280
IBEX Wealth Advisors
New Jersey
$121K +$115K +3,772 New
CPA
281
Clear Perspective Advisors
Illinois
$111K +$107K +3,500 New
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$81K
HT
283
Hefren-Tillotson
Pennsylvania
$79K -$50.9K -1,666 -40%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$75K +$72.1K +2,360 New
AAP
285
Arax Advisory Partners
Colorado
$74K +$71K +2,326 New
KT
286
Kanaly Trust
Texas
$70K
PWM
287
Perigon Wealth Management
California
$66K -$2.47K -81 -4%
MA
288
MCF Advisors
Kentucky
$58K
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$52K
First Manhattan
290
First Manhattan
New York
$50K
LGWM
291
Litman Gregory Wealth Management
California
$47K
JIC
292
Joel Isaacson & Co
New York
$45K -$9.16K -300 -17%
PSUF
293
People's United Financial
Connecticut
$41K +$15.6K +512 +64%
GRP
294
Global Retirement Partners
California
$38K +$43.7K +1,430 New
HNB
295
Huntington National Bank
Ohio
$34K
SBL
296
Sargent Bickham Lagudis
Colorado
$33K -$11.4K -373 -26%
AC
297
Alexandria Capital
Virginia
$33K +$31.8K +1,043 New
CLOS
298
Compagnie Lombard Odier SCmA
Switzerland
$32K
APSP
299
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K -$7.14K -234 -20%
CAL
300
Capital Advisors Ltd
Ohio
$25K +$24.4K +800 New

AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.