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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

293 hedge funds and large institutions have $2.05B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 122 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $1.81B → $2.05B (+$241M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

5% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 41

7% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $12.8M

2% less funds holding

Funds holding: 298293 (-5)

32% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 122

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
6.34%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.35%
New
39
Increased
83
Reduced
122
Closed
41
Calls
$11.9M
Puts
$12.8M
Net Calls
-$849K
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
276
Delta Asset Management
Tennessee
$11K
SIAP
277
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
WPEP
278
Walnut Private Equity Partners
Nebraska
$9K
LGWM
279
Litman Gregory Wealth Management
California
$8K
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$8K +$4.99K +200 +100%
LWCFA
281
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
TNBTD
282
Trustmark National Bank Trust Department
Mississippi
$6K
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$6K +$100 +4 +2%
VFA
284
Valeo Financial Advisors
Indiana
$6K +$6.19K +248 New
EWM
285
Executive Wealth Management
Michigan
$5K -$9.61K -385 -66%
BBNA
286
Bremer Bank National Association
Minnesota
$5K +$4.59K +184 New
AIM
287
Axiom Investment Management
New York
$3K +$3.1K +124 New
CFA
288
Camarda Financial Advisors
Florida
$2K -$35.7K -1,431 -94%
AA
289
AlphaMark Advisors
Kentucky
$2K
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
IWP
291
Icon Wealth Partners
Texas
$2K +$1.57K +63 New
Citigroup
292
Citigroup
New York
$1K -$1.09M -43,765 -100%
BlackRock
293
BlackRock
New York
$1K
GI
294
Gradient Investments
Minnesota
$1K
SIS
295
Sound Income Strategies
Florida
$1K
S
296
SignatureFD
Georgia
$1K +$25 +1 +3%
GT
297
Glenmede Trust
Pennsylvania
$47
MHI
298
Miller Howard Investments
New York
-$22.9M -1,025,088 Closed
AR
299
Advisory Research
Illinois
-$20.1M -898,955 Closed
DCC
300
Dow Chemical Company
Michigan
-$15.1M -678,000 Closed

AMJ Hedge Fund Activity: Q1 2019 in Review

293 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2019, worth a combined $2.05B — up 13% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of AMJ and 39 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 83 added.

The largest buyer was JP Morgan Chase, adding an estimated $300M. The largest seller was Parametric Portfolio Associates, cutting an estimated $80.1M.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2019, down from 298 in Q4 2018.
  • Funds reported $2.05B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2019, up 13% quarter-over-quarter.
  • 39 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2019 and 41 closed out, a net change of -2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2019 was JP Morgan Chase, an estimated $300M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2019 was Parametric Portfolio Associates, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2019.