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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
301
Neuberger Berman Group
New York
-$15.6M -566,157 Closed
CS
302
Credit Suisse
Switzerland
-$11.2M -406,974 Closed
SFG
303
SNS Financial Group
Minnesota
-$9.15M -333,117 Closed
MIG
304
Mariner Investment Group
New York
-$7.71M -280,800 Closed
PPA
305
Parametric Portfolio Associates
Washington
-$7.28M -264,879 Closed
FAM
306
Flaharty Asset Management
Florida
-$7.4M -256,447 Closed
WAM
307
Weiss Asset Management
Massachusetts
-$4.81M -175,000 Closed
TCA
308
Tortoise Capital Advisors
Kansas
-$3.67M -133,565 Closed
BRCM
309
Bright Rock Capital Management
Massachusetts
-$2.91M -105,931 Closed
LM
310
Luminus Management
Texas
-$2.88M -105,000 Closed
MA
311
Montag & Associates
Georgia
-$1.9M -69,150 Closed
OCG
312
Opus Capital Group
Ohio
-$1.55M -56,331 Closed
MFP
313
Mosaic Financial Partners
California
-$1.31M -47,615 Closed
RIL
314
Rothschild Investment LLC
Illinois
-$912K -33,200 Closed
MLFP
315
MPS Loria Financial Planners
Illinois
-$688K -25,047 Closed
RVPG
316
Relative Value Partners Group
-$448K -16,292 Closed
FIM
317
Freedom Investment Management
Connecticut
-$403K -14,665 Closed
M&T Bank
318
M&T Bank
New York
-$400K -14,563 Closed
NWP
319
Northstar Wealth Partners
Connecticut
-$404K -13,989 Closed
CAAS
320
Capital Asset Advisory Services
Michigan
-$376K -13,701 Closed
WKWM
321
Walter & Keenan Wealth Management
Indiana
-$354K -12,900 Closed
Bank of New York Mellon
322
Bank of New York Mellon
New York
-$319K -11,588 Closed
ZIM
323
Zacks Investment Management
Illinois
-$280K -10,192 Closed
CAN
324
Cetera Advisor Networks
California
-$264K -9,664 Closed
VCA
325
Verdence Capital Advisors
Maryland
-$264K -9,610 Closed

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.