JP Morgan Alerian MLP Index ETN 5/24/24
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.
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: 19 → 24 (+5)
8% more funds holding
Funds holding: 293 → 315 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.9M |
| 2 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$37.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$36.1M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$33M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$191M |
| 2 |
Goldman Sachs
New York
|
-$29.5M |
| 3 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
-$22.7M |
| 4 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
-$17.5M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$16.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCIA
351
Mountain Capital Investment Advisors
Westminster,
Colorado
| – | -$11K | -403 | Closed |
|
|
TSW
352
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$8K | -270 | Closed |
|
353
Parallax Volatility Advisers
San Francisco,
California
| – | -$7.03K | -259 | -100% |
|
|
VCM
354
Virtue Capital Management
Brentwood,
Tennessee
| – | +$244 | +9 | New |
|
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.