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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

302 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,752% more call options, than puts

Call options by funds: $406M | Put options by funds: $21.9M

22% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 99

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 307302 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

7% less capital invested

Capital invested by funds: $2.19B → $2.03B (-$158M)

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
7.53%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.6%
New
32
Increased
121
Reduced
99
Closed
35
Calls
$406M
Puts
$21.9M
Net Calls
+$384M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$21.2M
SAS
27
Stelac Advisory Services
New York
$20.3M -$230K -7,492 -1%
BC
28
Brinker Capital
Pennsylvania
$19.4M -$1M -32,613 -5%
Ameriprise
29
Ameriprise
Minnesota
$18.4M +$3.63M +118,083 +24%
OFG
30
Oxford Financial Group
Indiana
$18.1M +$721K +23,476 +4%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$17.3M -$2.11M -68,652 -11%
William Blair & Company
32
William Blair & Company
Illinois
$16.8M +$788K +25,636 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$16.4M -$1.46M -47,369 -8%
Bank of America
34
Bank of America
North Carolina
$15.4M -$694K -22,581 -4%
RCYC
35
Richard C. Young & Co
Rhode Island
$14.6M +$120K +3,902 +0.8%
MWAC
36
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.6M -$217K -7,070 -1%
SHWM
37
Smith & Howard Wealth Management
Georgia
$14.1M +$181K +5,886 +1%
PCIG
38
Partners Capital Investment Group
Massachusetts
$14M +$232K +7,558 +2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$13M +$779K +25,359 +6%
FWM
40
FFT Wealth Management
Pennsylvania
$12.4M -$2.2M -71,507 -15%
Citigroup
41
Citigroup
New York
$12.4M +$11.5M +374,645 +871%
V
42
Veritable
Delaware
$11.8M -$470K -15,307 -4%
CAG
43
Crestwood Advisors Group
Massachusetts
$11.7M +$1.18M +38,282 +11%
MIG
44
Mariner Investment Group
New York
$11.6M +$12M +390,000 New
SFG
45
SNS Financial Group
Minnesota
$10.8M +$62.3K +2,026 +0.6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$10.8M +$6.53M +212,621 +142%
DCM
47
Dimension Capital Management
Florida
$10.7M +$66.9K +2,176 +0.6%
MCM
48
MAI Capital Management
Ohio
$10.4M -$625K -20,334 -5%
AA
49
Advisory Alpha
Michigan
$9.25M +$2.53M +82,254 +36%
PWPCM
50
Perella Weinberg Partners Capital Management
New York
$9.19M -$17.4M -565,053 -65%

AMJ Hedge Fund Activity: Q2 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2017, worth a combined $2.03B — down 7.2% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 32 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 121 added.

The largest buyer was Brighton Jones LLC, opening a new position worth an estimated $81.9M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 302 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2017, down from 307 in Q1 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2017 was Brighton Jones LLC, an estimated $81.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2017 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2017.