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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$19.1M -$800K -29,463 -4%
Wells Fargo
27
Wells Fargo
California
$18.6M -$7.21M -265,470 -28%
WCM
28
Windham Capital Management
Massachusetts
$18M +$17.8M +654,191 New
CBB
29
Citizens Business Bank
California
$17.9M +$17.5M +644,277 +8,016%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$17M +$725K +26,708 +5%
FWM
31
FFT Wealth Management
Pennsylvania
$16.4M +$3.98M +146,779 +33%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$15.6M -$6.77M -249,333 -31%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$15.4M +$10.3M +379,180 +210%
William Blair & Company
34
William Blair & Company
Illinois
$15.3M +$222K +8,177 +1%
CI
35
Conning Inc
Connecticut
$15M +$14.8M +545,000 New
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$14.8M -$1.13M -41,650 -7%
SB
37
Suntrust Banks
Georgia
$14.1M +$10.1M +370,849 +259%
RCYC
38
Richard C. Young & Co
Rhode Island
$14M +$333K +12,268 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$13.7M +$13.3M +491,368 +5,557%
V
40
Veritable
Delaware
$13.6M -$1.79M -66,058 -12%
CAG
41
Crestwood Advisors Group
Massachusetts
$13.2M +$2.13M +78,585 +19%
BC
42
Brinker Capital
Pennsylvania
$12M -$2.6M -95,618 -18%
CS
43
Credit Suisse
Switzerland
$11.2M -$2.96M -109,219 -21%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$11M -$1.61M -59,278 -13%
DCM
45
Dimension Capital Management
Florida
$10.7M +$894K +32,934 +9%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$10.1M -$558K -20,540 -5%
CRC
47
Curi RMB Capital
Illinois
$10.1M +$9.96M +367,087 New
KC
48
Kepos Capital
New York
$10M -$10.1M -371,419 -50%
RTS
49
Round Table Services
New Jersey
$10M -$10.7M -396,002 -52%
CCA
50
Clearwater Capital Advisors
Illinois
$9.43M +$1.27M +46,785 +16%

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.