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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$69K -$7.51K -230 -10%
PWM
277
Perigon Wealth Management
California
$64K
CLOS
278
Compagnie Lombard Odier SCmA
Switzerland
$64K +$32.7K +1,000 +100%
HCA
279
Harbour Capital Advisors
Virginia
$59.8K +$60.4K +1,850 New
MA
280
MCF Advisors
Kentucky
$59K
EFSCE
281
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
First Manhattan
282
First Manhattan
New York
$51K
NFG
283
Next Financial Group
Texas
$47K -$287K -8,800 -86%
GRP
284
Global Retirement Partners
California
$45K
PSUF
285
People's United Financial
Connecticut
$42K
APSP
286
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K +$7.64K +234 +25%
HNB
287
Huntington National Bank
Ohio
$35K
SBL
288
Sargent Bickham Lagudis
Colorado
$30K -$3.27K -100 -10%
IWM
289
IHT Wealth Management
Illinois
$27K +$27.2K +832 New
CAL
290
Capital Advisors Ltd
Ohio
$26K
DADC
291
D.A. Davidson & Co
Montana
$24K +$8.49K +260 +51%
CCM
292
Cohen Capital Management
California
$21K +$21.5K +659 New
DAM
293
Delta Asset Management
Tennessee
$14K
PSC
294
Prentiss Smith & Co
Vermont
$14K
WPEP
295
Walnut Private Equity Partners
Nebraska
$11K +$11.3K +345 New
FIB
296
First Interstate Bank
Montana
$10K
FPFS
297
First Personal Financial Services
North Carolina
$10K
CFA
298
CT Financial Advisors
Pennsylvania
$9.69K
TRCT
299
Tower Research Capital (TRC)
New York
$9K +$9.31K +285 New
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K

AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.