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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289 → 318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M

Top Buyers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
+$37.2M
2
WKKFT
W.K. Kellogg Foundation Trust
Michigan
+$29.1M
3
HT
HAP Trading
New York
+$21.2M
4
Jane Street
Jane Street
New York
+$16.9M
5
BJL
Brighton Jones LLC
Washington
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$213M
2
Wells Fargo
Wells Fargo
California
-$17.6M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$13.7M
4
BC
Brinker Capital
Pennsylvania
-$11.9M
5
GAG
GM Advisory Group
New York
-$6.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
26
Brinker Capital
Pennsylvania
$21.9M -$11.9M -388,314 -36%
CG
27
Caprock Group
Idaho
$20.6M +$5.37M +175,780 +37%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$20.3M +$986K +32,298 +5%
Mariner
29
Mariner
Kansas
$19.8M +$3.63M +118,734 +24%
SAS
30
Stelac Advisory Services
New York
$19.7M +$2.91M +95,203 +18%
Goldman Sachs
31
Goldman Sachs
New York
$19.4M +$2.19M +71,803 +13%
OFG
32
Oxford Financial Group
Indiana
$19.3M +$18.6M +609,076 New
CFP
33
Cornerstone Financial Partners
North Carolina
$18.3M +$5.67M +185,555 +47%
Jane Street
34
Jane Street
New York
$18.2M +$16.9M +553,446 +2,503%
KC
35
Kepos Capital
New York
$16.6M +$9.26M +303,204 +137%
William Blair & Company
36
William Blair & Company
Illinois
$15.5M +$6.15M +201,319 +69%
Ameriprise
37
Ameriprise
Minnesota
$15.5M +$1.69M +55,320 +13%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$15.4M -$1.88M -61,527 -11%
RCYC
39
Richard C. Young & Co
Rhode Island
$14.9M +$1.61M +52,572 +13%
PCIG
40
Partners Capital Investment Group
Massachusetts
$14.5M +$774K +25,365 +6%
SHWM
41
Smith & Howard Wealth Management
Georgia
$12.8M +$1.73M +56,749 +16%
V
42
Veritable
Delaware
$12.7M +$1.38M +45,278 +13%
VWM
43
Vector Wealth Management
Minnesota
$12.3M -$155K -5,090 -1%
MWAC
44
Mariner Wealth Advisors (Cincinnati)
Ohio
$11.7M +$1.47M +48,222 +15%
AR
45
Advisory Research
Illinois
$11.7M +$10.1M +331,025 +872%
Citigroup
46
Citigroup
New York
$11.6M +$2.21M +72,308 +25%
MCM
47
MAI Capital Management
Ohio
$10.6M -$821K -26,882 -7%
DCM
48
Dimension Capital Management
Florida
$10.6M +$10.2M +333,978 New
RTS
49
Round Table Services
New Jersey
$10M +$273K +8,938 +3%
LPL Financial
50
LPL Financial
California
$10M +$389K +12,746 +4%
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AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.