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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $533M | Put options by funds: $38M

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more capital invested

Capital invested by funds: $2.03B → $2.03B (+$2.42M)

3% less funds holding

Funds holding: 302293 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38M
Net Calls
+$495M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$20.6M +$4.23M +147,058 +25%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$20.4M -$11M -383,792 -35%
Ameriprise
28
Ameriprise
Minnesota
$18.6M +$1.17M +40,638 +7%
OFG
29
Oxford Financial Group
Indiana
$17.5M +$292K +10,146 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.16M +40,271 +7%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$16.3M +$12.2M +424,480 +275%
V
32
Veritable
Delaware
$15.8M +$4.73M +164,414 +42%
William Blair & Company
33
William Blair & Company
Illinois
$15.5M -$470K -16,341 -3%
BC
34
Brinker Capital
Pennsylvania
$15M -$3.42M -118,763 -18%
CS
35
Credit Suisse
Switzerland
$14.6M +$13.9M +484,736 +1,541%
RCYC
36
Richard C. Young & Co
Rhode Island
$14.1M +$178K +6,182 +1%
SHWM
37
Smith & Howard Wealth Management
Georgia
$13.5M +$59.6K +2,072 +0.4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$13M +$646K +22,467 +5%
FWM
39
FFT Wealth Management
Pennsylvania
$12.7M +$878K +30,547 +7%
PCIG
40
Partners Capital Investment Group
Massachusetts
$12.3M -$974K -33,879 -7%
CAG
41
Crestwood Advisors Group
Massachusetts
$11.4M +$349K +12,150 +3%
Bank of America
42
Bank of America
North Carolina
$11.1M -$3.57M -124,213 -24%
MIG
43
Mariner Investment Group
New York
$11M
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$11M +$6.72M +233,530 +150%
MCM
45
MAI Capital Management
Ohio
$10.7M +$811K +28,199 +8%
SFG
46
SNS Financial Group
Minnesota
$10.4M +$70K +2,433 +0.7%
DCM
47
Dimension Capital Management
Florida
$10M -$123K -4,292 -1%
AA
48
Advisory Alpha
Michigan
$9.34M +$682K +23,707 +8%
Wolverine Trading
49
Wolverine Trading
Illinois
$8.86M +$7.42M +257,864 +458%
LPL Financial
50
LPL Financial
California
$8.83M +$448K +15,590 +5%

AMJ Hedge Fund Activity: Q3 2017 in Review

293 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 Q3 2017, worth a combined $2.03B — up 0.12% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 29 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $71.2M sold.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2017, down from 302 in Q2 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2017, up 0.12% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2017 and 35 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2017 was JP Morgan Chase, an estimated $109M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2017 was Fund Evaluation Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2017.