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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $2B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $329M | Put options by funds: $16.9M

10% more capital invested

Capital invested by funds: $1.81B → $2B (+$190M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% less funds holding

Funds holding: 292291 (-1)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
291
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
31
Increased
94
Reduced
113
Closed
30
Calls
$329M
Puts
$16.9M
Net Calls
+$312M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
Conning Inc
Connecticut
$14.5M
William Blair & Company
27
William Blair & Company
Illinois
$14.4M +$29.9K +1,142 +0.2%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$14.2M
RCYC
29
Richard C. Young & Co
Rhode Island
$13.8M -$1.99K -76 -0%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$13.8M -$5.15M -196,616 -27%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$13.7M -$7.24M -276,727 -35%
WCM
32
Windham Capital Management
Massachusetts
$13.6M +$723K +27,617 +6%
V
33
Veritable
Delaware
$13.2M -$863K -32,977 -6%
CAG
34
Crestwood Advisors Group
Massachusetts
$12.9M -$1.65M -62,969 -12%
SAS
35
Stelac Advisory Services
New York
$12.8M +$781K +29,829 +7%
WMSA
36
Weiss Multi-Strategy Advisers
New York
$12.4M -$1.16M -44,461 -9%
BC
37
Brinker Capital
Pennsylvania
$9.95M -$379K -14,475 -4%
CCA
38
Clearwater Capital Advisors
Illinois
$9.3M +$208K +7,957 +2%
AllianceBernstein
39
AllianceBernstein
Tennessee
$8.97M -$1.48M -56,426 -14%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$8.79M -$38.8M -1,484,311 -82%
LPL Financial
41
LPL Financial
California
$8.75M -$571K -21,821 -6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$8.68M -$745K -28,451 -8%
MCM
43
MAI Capital Management
Ohio
$8.56M -$1M -38,347 -11%
VBFG
44
Vishria Bird Financial Group
Tennessee
$8.52M +$8.39M +320,479 New
SEIA
45
Signature Estate & Investment Advisors
California
$8.24M -$167K -6,368 -2%
Citigroup
46
Citigroup
New York
$8.21M +$7.12M +272,152 +745%
WCA
47
Waratah Capital Advisors
Ontario, Canada
$8.19M +$8.06M +308,157 New
ST
48
Sageworth Trust
Pennsylvania
$8.06M +$262K +10,000 +3%
PWPCM
49
Perella Weinberg Partners Capital Management
New York
$7.99M -$22.8M -871,507 -74%
EA
50
Edge Advisors
Georgia
$7.85M -$69.9K -2,672 -0.9%

AMJ Hedge Fund Activity: Q2 2018 in Review

291 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2018, worth a combined $2B — up 10% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 30 closed out — a net gain of 1 holder — while 94 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Jane Street, cutting an estimated $46.8M.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2018, down from 292 in Q1 2018.
  • Funds reported $2B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2018, up 10% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2018 and 30 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2018 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2018 was Jane Street, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2018.