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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
TWM
301
Tolleson Wealth Management
Texas
-$12.5M -561,737 Closed
WAM
302
Weiss Asset Management
Massachusetts
-$12.4M -555,000 Closed
AC
303
Athanor Capital
New York
-$10.9M -490,305 Closed
MCM
304
Manchester Capital Management
Vermont
-$4.46M -167,945 Closed
CS
305
Credit Suisse
Switzerland
-$2.68M -120,036 Closed
STA
306
Summit Trail Advisors
New York
-$2M -89,389 Closed
FEG
307
Fund Evaluation Group
Ohio
-$1.2M -53,752 Closed
CCM
308
Chickasaw Capital Management
Tennessee
-$1.16M -52,120 Closed
HT
309
HAP Trading
New York
-$1.29M -51,626 Closed
CCM
310
Canal Capital Management
Virginia
-$988K -44,275 Closed
MLFP
311
MPS Loria Financial Planners
Illinois
-$671K -30,105 Closed
Neuberger Berman Group
312
Neuberger Berman Group
New York
-$553K -24,791 Closed
ACM
313
Advisors Capital Management
New Jersey
-$544K -24,388 Closed
Barclays
314
Barclays
United Kingdom
-$480K -21,518 Closed
BA
315
Bristlecone Advisors
Washington
-$439K -19,670 Closed
EM
316
ELCO Management
New York
-$408K -18,300 Closed
CC
317
Claybrook Capital
Massachusetts
-$399K -17,861 Closed
SFA
318
Sequoia Financial Advisors
Ohio
-$291K -13,039 Closed
PP
319
PDS Planning
Ohio
-$223K -10,005 Closed
SB
320
Suntrust Banks
Georgia
-$210K -9,417 Closed
AIC
321
Ameritas Investment Company
Nebraska
-$163K -7,297 Closed
BAM
322
Belpointe Asset Management
Nevada
-$138K -6,164 Closed
IAS
323
IMA Advisory Services
Colorado
-$127K -5,670 Closed
EWA
324
ERTS Wealth Advisors
Michigan
-$122K -5,452 Closed
PCIG
325
Partners Capital Investment Group
Massachusetts
-$77K -3,440 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.