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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
IFAM
326
Institutional & Family Asset Management
Colorado
-$262K -9,533 Closed
DWM
327
Dynasty Wealth Management
Florida
-$259K -9,445 Closed
HFS
328
Haverford Financial Services
Pennsylvania
-$247K -9,000 Closed
EAM
329
Evanson Asset Management
California
-$222K -8,069 Closed
FAIM
330
Financial Advocates Investment Management
Washington
-$220K -8,026 Closed
CC
331
Cognios Capital
Kansas
-$213K -7,752 Closed
SSWM
332
Sheets Smith Wealth Management
North Carolina
-$207K -7,525 Closed
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
-$205K -7,480 Closed
GAM
334
Garrison Asset Management
Arkansas
-$203K -7,384 Closed
CCM
335
Chilton Capital Management
Texas
-$200K -7,295 Closed
CA
336
Clearstead Advisors
Ohio
-$200K -7,280 Closed
AAP
337
Arax Advisory Partners
Colorado
-$64K -2,340 Closed
FPS
338
Fieldpoint Private Securities
Connecticut
-$51K -1,870 Closed
CA
339
Calton & Associates
Florida
-$46K -1,535 Closed
TL
340
TrueWealth LLC
Georgia
-$35K -1,258 Closed
CWM
341
Cedar Wealth Management
California
-$27K -1,000 Closed
TRCT
342
Tower Research Capital (TRC)
New York
-$17K -628 Closed
BCMIO
343
Beacon Capital Management Inc (Ohio)
Ohio
-$2K -57 Closed
HR
344
Howe & Rusling
New York
-$1K -30 Closed
PCM
345
Peak Capital Management
Colorado
+$411 +15 New

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.