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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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307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318 → 307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 27 → 25 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$30M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$24.7M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$21.3M
4
RTS
Round Table Services
New Jersey
+$16.2M
5
Goldman Sachs
Goldman Sachs
New York
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$103M
2
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$30.1M
3
BJL
Brighton Jones LLC
Washington
-$27.7M
4
HT
HAP Trading
New York
-$26.6M
5
Jane Street
Jane Street
New York
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Evergreen Capital Management
Washington
$22.5M -$4.52M -138,483 -17%
CG
27
Caprock Group
Idaho
$22.5M +$1.47M +44,939 +7%
SAS
28
Stelac Advisory Services
New York
$22.3M +$2.18M +66,732 +11%
BC
29
Brinker Capital
Pennsylvania
$22.1M -$300K -9,194 -1%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$21M +$21.3M +651,638 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$19.3M -$1.49M -45,473 -7%
OFG
32
Oxford Financial Group
Indiana
$19M -$724K -22,163 -4%
CFP
33
Cornerstone Financial Partners
North Carolina
$18.6M -$119K -3,650 -0.6%
William Blair & Company
34
William Blair & Company
Illinois
$17.5M +$1.56M +47,755 +10%
Bank of America
35
Bank of America
North Carolina
$17.5M -$5.39M -165,150 -23%
Ameriprise
36
Ameriprise
Minnesota
$16.2M +$327K +10,022 +2%
MWAC
37
Mariner Wealth Advisors (Cincinnati)
Ohio
$16.1M +$4.16M +127,279 +34%
FWM
38
FFT Wealth Management
Pennsylvania
$15.8M -$9.31M -285,047 -37%
RCYC
39
Richard C. Young & Co
Rhode Island
$15.8M +$558K +17,083 +4%
SHWM
40
Smith & Howard Wealth Management
Georgia
$15.1M +$2.09M +64,057 +16%
PCIG
41
Partners Capital Investment Group
Massachusetts
$15M +$161K +4,939 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$13.4M -$2.37M -72,698 -15%
V
43
Veritable
Delaware
$13.3M +$367K +11,229 +3%
Invesco
44
Invesco
Georgia
$12.8M – – –
MCM
45
MAI Capital Management
Ohio
$12M +$1.22M +37,475 +11%
SFG
46
SNS Financial Group
Minnesota
$11.7M +$11.8M +362,572 New
DCM
47
Dimension Capital Management
Florida
$11.5M +$749K +22,924 +7%
CAG
48
Crestwood Advisors Group
Massachusetts
$11.2M +$11.5M +353,175 New
LPL Financial
49
LPL Financial
California
$9.62M -$562K -17,204 -5%
EA
50
Edge Advisors
Georgia
$8.44M -$681K -20,846 -7%
1
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AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.