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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
DCC
26
Dow Chemical Company
Michigan
$16.3M -$35.4M -1,291,090 -66%
UIC
27
Uniplan Investment Counsel
Wisconsin
$15.2M +$17.4M +634,791 New
Wells Fargo
28
Wells Fargo
California
$14.8M -$1.67M -60,826 -9%
Citadel Advisors
29
Citadel Advisors
Florida
$14.1M +$2.43M +88,738 +18%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13.8M -$1.22M -44,659 -7%
CI
31
Conning Inc
Connecticut
$13.1M
William Blair & Company
32
William Blair & Company
Illinois
$13M -$398K -14,516 -3%
FWM
33
FFT Wealth Management
Pennsylvania
$13M -$1.49M -54,529 -9%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$12.8M -$73.5K -2,681 -0.5%
V
35
Veritable
Delaware
$12.7M +$972K +35,464 +7%
RCYC
36
Richard C. Young & Co
Rhode Island
$12.5M +$274K +10,018 +2%
CAG
37
Crestwood Advisors Group
Massachusetts
$12.2M +$745K +27,193 +6%
WMSA
38
Weiss Multi-Strategy Advisers
New York
$12.2M +$14M +509,300 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$11.8M -$1.83M -66,902 -12%
WCM
40
Windham Capital Management
Massachusetts
$11.6M -$4.71M -171,963 -26%
SAS
41
Stelac Advisory Services
New York
$10.8M +$4.04M +147,400 +48%
HighTower Advisors
42
HighTower Advisors
Illinois
$10.7M +$7.94M +289,691 +185%
AllianceBernstein
43
AllianceBernstein
Tennessee
$9.45M +$3.58M +130,710 +50%
BC
44
Brinker Capital
Pennsylvania
$9.33M -$1.33M -48,384 -11%
MCM
45
MAI Capital Management
Ohio
$8.65M +$476K +17,371 +5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$8.52M -$1.29M -46,942 -12%
LPL Financial
47
LPL Financial
California
$8.43M +$493K +18,006 +5%
CCA
48
Clearwater Capital Advisors
Illinois
$8.21M -$35.7K -1,303 -0.4%
SB
49
Suntrust Banks
Georgia
$7.64M -$5.35M -195,347 -38%
SEIA
50
Signature Estate & Investment Advisors
California
$7.59M -$72.6K -2,651 -0.8%

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.