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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
301
Freedom Investment Management
Connecticut
-$239K -9,371 Closed
BCM
302
Brookstone Capital Management
Illinois
-$231K -9,071 Closed
I
303
IberiaBank
Louisiana
-$206K -8,067 Closed
SB
304
Simmons Bank
Arkansas
-$203K -7,946 Closed
WP
305
WealthSource Partners
California
-$202K -7,912 Closed
GPA
306
Guidance Point Advisors
Massachusetts
-$200K -7,857 Closed
AA
307
Advisory Alpha
Michigan
-$161K -6,305 Closed
SEI Investments
308
SEI Investments
Pennsylvania
-$143K -5,593 Closed
RFC
309
Regions Financial Corp
Alabama
-$129K -5,058 Closed
CTB
310
Country Trust Bank
Illinois
-$104K -4,065 Closed
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
-$54K -2,130 Closed
CG
312
Cutler Group
California
-$52.9K -2,099 Closed
SWM
313
SeaCrest Wealth Management
New York
-$49K -1,920 Closed
KPW
314
Kore Private Wealth
New York
-$17K -666 Closed
SHIM
315
Stone House Investment Management
Pennsylvania
-$17K -647 Closed
LGWM
316
Litman Gregory Wealth Management
California
-$8K -320 Closed
TNBTD
317
Trustmark National Bank Trust Department
Mississippi
-$6K -250 Closed
WAM
318
Wealthspire Advisors (Maryland)
Maryland
-$6K -218 Closed
BBNA
319
Bremer Bank National Association
Minnesota
-$5K -184 Closed
IWP
320
Icon Wealth Partners
Texas
-$2K -63 Closed
BlackRock
321
BlackRock
New York
-$1K -22 Closed
Fidelity Investments
322
Fidelity Investments
Massachusetts
+$76 +3 New
BCMIO
323
Beacon Capital Management Inc (Ohio)
Ohio
+$101 +4 New

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.