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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
CS
276
Comerica Securities
Michigan
-$1.43M -56,854 Closed
OAM
277
Occidental Asset Management
California
-$1.13M -45,063 Closed
Toronto Dominion Bank
278
Toronto Dominion Bank
Ontario, Canada
-$507K -38,544 Closed
Renaissance Technologies
279
Renaissance Technologies
New York
-$906K -36,100 Closed
Prudential Financial
280
Prudential Financial
New Jersey
-$687K -27,368 Closed
NR
281
Newfound Research
Massachusetts
-$625K -24,895 Closed
DMC
282
Drexel Morgan & Co
Pennsylvania
-$435K -17,335 Closed
FCIM
283
Fairview Capital Investment Management
California
-$361K -14,400 Closed
COI
284
Capital One Investing
Virginia
-$361K -14,395 Closed
CCM
285
Coe Capital Management
Illinois
-$358K -14,330 Closed
WA
286
Winfield Associates
Ohio
-$239K -9,500 Closed
PFS
287
Prospera Financial Services
Texas
-$238K -9,311 Closed
NWP
288
Northstar Wealth Partners
Connecticut
-$221K -8,800 Closed
LNC
289
Lincoln National Corp
Pennsylvania
-$208K -8,288 Closed
SIC
290
Sigma Investment Counselors
Michigan
-$203K -8,090 Closed
ESB
291
Essex Savings Bank
Connecticut
-$84K -3,343 Closed
IWA
292
IBEX Wealth Advisors
New Jersey
-$60K -2,415 Closed
DAC
293
Dividend Assets Capital
South Carolina
-$60K -2,400 Closed
CH
294
Canton Hathaway
Rhode Island
-$49K -1,944 Closed
ZB
295
Zions Bancorporation
Utah
-$40K -1,600 Closed
SQA
296
Simon Quick Advisors
New Jersey
-$36.3K -1,446 Closed
PCG
297
Private Capital Group
Connecticut
-$7K -282 Closed
BFEC
298
Benjamin F. Edwards & Company
Missouri
-$7K -268 Closed
BCI
299
Brinker Capital Investments
Pennsylvania
-$5K -207 Closed
EWM
300
Executive Wealth Management
Michigan
-$5K -200 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.