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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

289 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $197M | Put options by funds: $40.4M

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $2.19B → $2.19B (-$5.81M)

1% less funds holding

Funds holding: 292289 (-3)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 116

Holders
289
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
7.71%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
28
Increased
98
Reduced
116
Closed
26
Calls
$197M
Puts
$40.4M
Net Calls
+$156M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$16.5M -$153K -4,878 -0.9%
SAS
27
Stelac Advisory Services
New York
$16.4M +$2.61M +83,089 +19%
Mariner
28
Mariner
Kansas
$15.8M -$1.59M -50,678 -9%
CG
29
Caprock Group
Idaho
$15M +$2.34M +74,292 +19%
FWM
30
FFT Wealth Management
Pennsylvania
$14.2M -$5.57M -177,172 -28%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$13.7M +$6.65M +211,522 +94%
Ameriprise
32
Ameriprise
Minnesota
$13.7M +$7.68M +244,170 +128%
PCIG
33
Partners Capital Investment Group
Massachusetts
$13.7M -$82.2K -2,613 -0.6%
RCYC
34
Richard C. Young & Co
Rhode Island
$13.2M -$31.7K -1,009 -0.2%
VWM
35
Vector Wealth Management
Minnesota
$12.4M -$83.2K -2,646 -0.7%
CFP
36
Cornerstone Financial Partners
North Carolina
$12.4M -$4.87M -154,835 -28%
MCM
37
MAI Capital Management
Ohio
$11.4M +$909K +28,901 +9%
V
38
Veritable
Delaware
$11.2M -$369K -11,713 -3%
SHWM
39
Smith & Howard Wealth Management
Georgia
$11M -$2.1M -66,821 -16%
MWAC
40
Mariner Wealth Advisors (Cincinnati)
Ohio
$10.2M +$964K +30,635 +10%
RTS
41
Round Table Services
New Jersey
$9.7M +$1.77M +56,106 +22%
LPL Financial
42
LPL Financial
California
$9.33M +$16K +510 +0.2%
Citigroup
43
Citigroup
New York
$9.23M +$2.24M +71,253 +32%
William Blair & Company
44
William Blair & Company
Illinois
$9.15M +$279K +8,861 +3%
HSA
45
HBK Sorce Advisory
Pennsylvania
$8.6M -$729K -23,181 -8%
Invesco
46
Invesco
Georgia
$8.47M
JFG
47
JMG Financial Group
Illinois
$8.17M -$258K -8,214 -3%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$7.82M -$578K -18,364 -7%
FDCC
49
Foster Dykema Cabot & Co
Massachusetts
$7.55M -$132K -4,195 -2%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$7.36M +$7.36M +233,781 New

AMJ Hedge Fund Activity: Q3 2016 in Review

289 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 Q3 2016, worth a combined $2.19B — down 0.26% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 26 closed out — a net gain of 2 holders — while 98 added to existing stakes and 116 trimmed.

The largest buyer was Commerce Bank, adding an estimated $19.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 289 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2016, down from 292 in Q2 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2016, down 0.26% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2016 and 26 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2016 was Commerce Bank, an estimated $19.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2016 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2016.