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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
WTB
302
Washington Trust Bank
Washington
$6K -$5.08K -187 -47%
Barclays
303
Barclays
United Kingdom
$5K -$318K -11,700 -98%
SIS
304
Sound Income Strategies
Florida
$5K +$4.7K +173 New
AIA
305
Armor Investment Advisors
North Carolina
$3K
YWP
306
YorkBridge Wealth Partners
New York
$3K
FGC
307
Financial Gravity Companies
Texas
$3K +$2.55K +94 New
WEC
308
Winslow Evans & Crocker
Massachusetts
$2.75K
AA
309
AlphaMark Advisors
Kentucky
$2K
SPIA
310
Steward Partners Investment Advisory
New York
$2K
BCMIO
311
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$1.55K +57 New
ASN
312
Advisory Services Network
Georgia
$1K -$1.74K -64 -68%
CFD
313
Creative Financial Designs
Indiana
$1K
HR
314
Howe & Rusling
New York
$1K
NR
315
Newfound Research
Massachusetts
$1K
GI
316
Gradient Investments
Minnesota
$1K +$570 +21 New
LGWM
317
Litman Gregory Wealth Management
California
$125 -$27.1K -1,000 -18%
PCG
318
Private Capital Group
Connecticut
$8 +$54 +2 New
OFG
319
Oxford Financial Group
Indiana
-$17.5M -620,535 Closed
6CM
320
683 Capital Management
New York
-$5.97M -220,000 Closed
CWM
321
Calamos Wealth Management
Illinois
-$3.74M -132,436 Closed
WAM
322
Wolverine Asset Management
Illinois
-$3.7M -131,221 Closed
TA
323
Tiedemann Advisors
New York
-$3.85M -128,759 Closed
MPM
324
Meritage Portfolio Management
Kansas
-$2.86M -101,190 Closed
AAA
325
Adams Asset Advisors
Texas
-$1.31M -46,596 Closed

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.