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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

289 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $197M | Put options by funds: $40.4M

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $2.19B → $2.19B (-$5.81M)

1% less funds holding

Funds holding: 292289 (-3)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 116

Holders
289
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
7.71%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
28
Increased
98
Reduced
116
Closed
26
Calls
$197M
Puts
$40.4M
Net Calls
+$156M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
301
Novare Capital Management
North Carolina
-$1.25M -39,185 Closed
VWA
302
V Wealth Advisors
Kansas
-$1.24M -38,875 Closed
FTI
303
Fiduciary Trust International
Massachusetts
-$524K -16,482 Closed
SIC
304
Salem Investment Counselors
North Carolina
-$468K -14,715 Closed
MFP
305
Mosaic Financial Partners
California
-$417K -13,099 Closed
AF
306
Affiance Financial
Minnesota
-$323K -10,163 Closed
DAM
307
Deltec Asset Management
New York
-$318K -10,000 Closed
NFC
308
Northeast Financial Consultants
Connecticut
-$286K -9,000 Closed
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
-$274K -8,653 Closed
VKH
310
Virtu KCG Holdings
New York
-$216K -6,791 Closed
BRWA
311
B. Riley Wealth Advisors
Florida
-$207K -6,489 Closed
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
-$78K -2,458 Closed
EWM
313
Evercore Wealth Management
New York
-$64K -2,000 Closed
WP
314
WealthPLAN Partners
Nebraska
-$22 -691 Closed
SFG
315
SevenBridge Financial Group
Pennsylvania
-$19K -600 Closed
LWA
316
Lowe Wealth Advisors
Maryland
-$17K -535 Closed
DBT
317
Dubuque Bank & Trust
Iowa
-$13K -414 Closed
SF
318
Synovus Financial
Georgia
-$8K -250 Closed
PVH
319
Psagot Value Holdings
Israel
-$6K -190 Closed
CYG
320
Clean Yield Group
Vermont
-$3K -95 Closed
ASN
321
Advisory Services Network
Georgia
+$315 +10 New

AMJ Hedge Fund Activity: Q3 2016 in Review

289 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 Q3 2016, worth a combined $2.19B — down 0.26% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 26 closed out — a net gain of 2 holders — while 98 added to existing stakes and 116 trimmed.

The largest buyer was Commerce Bank, adding an estimated $19.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 289 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2016, down from 292 in Q2 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2016, down 0.26% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2016 and 26 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2016 was Commerce Bank, an estimated $19.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2016 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2016.