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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 $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
26
KeyBank National Association
Ohio
$17.7M +$9.77M +328,122 +143%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$17.7M -$659K -22,112 -4%
Mariner
28
Mariner
Kansas
$17.6M -$1.08M -36,147 -6%
CFP
29
Cornerstone Financial Partners
North Carolina
$17.4M +$5.15M +173,081 +46%
BJL
30
Brighton Jones LLC
Washington
$16.8M -$1.16M -39,040 -7%
HT
31
HAP Trading
New York
$15.6M +$14.6M +489,810 New
SAS
32
Stelac Advisory Services
New York
$14.1M +$2.25M +75,675 +20%
PCIG
33
Partners Capital Investment Group
Massachusetts
$13.9M -$2.87M -96,196 -18%
RCYC
34
Richard C. Young & Co
Rhode Island
$13.4M -$3.8M -127,695 -23%
SHWM
35
Smith & Howard Wealth Management
Georgia
$13.2M +$2.73M +91,505 +28%
CG
36
Caprock Group
Idaho
$12.8M +$987K +33,126 +9%
VWM
37
Vector Wealth Management
Minnesota
$12.6M -$142K -4,751 -1%
V
38
Veritable
Delaware
$11.7M -$1.14M -38,218 -9%
MCM
39
MAI Capital Management
Ohio
$10.6M -$565K -18,979 -5%
LPL Financial
40
LPL Financial
California
$9.44M -$7.83M -262,792 -47%
HSA
41
HBK Sorce Advisory
Pennsylvania
$9.42M -$520K -17,460 -6%
MWAC
42
Mariner Wealth Advisors (Cincinnati)
Ohio
$9.31M +$569K +19,095 +7%
ST
43
Spot Trading
Illinois
$9.03M -$2.07M -69,593 -20%
William Blair & Company
44
William Blair & Company
Illinois
$8.96M +$816K +27,394 +11%
JFG
45
JMG Financial Group
Illinois
$8.51M -$611K -20,514 -7%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$8.48M -$2.62M -88,095 -25%
RTS
47
Round Table Services
New Jersey
$8.01M +$1.93M +64,860 +35%
FDCC
48
Foster Dykema Cabot & Co
Massachusetts
$7.76M -$6.22M -208,873 -46%
RJA
49
Raymond James & Associates
Florida
$7.67M +$831K +27,911 +13%
JIC
50
Johnson Investment Counsel
Ohio
$7.33M -$11.2K -375 -0.2%

AMJ Hedge Fund Activity: Q2 2016 in Review

292 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.