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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Greytown Advisors
Florida
$3.31M -$41.6K -2,620 -1%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$3.19M -$163K -10,278 -5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.05M +$406K +25,584 +16%
BIA
29
Barry Investment Advisors
Massachusetts
$2.67M -$262K -16,511 -9%
PPA
30
Parametric Portfolio Associates
Washington
$2.64M +$67.3K +4,236 +3%
CRWM
31
Castle Rock Wealth Management
California
$2.53M +$1.65K +104 +0.1%
CB
32
Commerce Bank
Missouri
$2.45M -$151K -9,492 -6%
IC
33
IEQ Capital
California
$2.41M -$27.4K -1,729 -1%
Ameriprise
34
Ameriprise
Minnesota
$2.12M +$1.7M +106,802 +521%
SAS
35
Stelac Advisory Services
New York
$2.07M -$774K -48,742 -28%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.03M -$859K -54,133 -31%
LSPW
37
Lake Street Private Wealth
Illinois
$1.99M -$140K -8,825 -7%
CWM
38
Curi Wealth Management
North Carolina
$1.92M +$307K +19,358 +20%
AIA
39
Arrow Investment Advisors
Maryland
$1.78M +$1.7M +107,261 New
ACA
40
Atlas Capital Advisors
Wyoming
$1.7M -$193K -12,139 -11%
Wells Fargo
41
Wells Fargo
California
$1.64M -$258K -16,225 -14%
UCFA
42
United Capital Financial Advisors
Texas
$1.59M -$4.64K -292 -0.3%
NEAM
43
New England Asset Management
Connecticut
$1.54M
HW
44
Hancock Whitney
Mississippi
$1.46M -$50.2K -3,162 -3%
KAS
45
Kestra Advisory Services
Texas
$1.42M -$535K -33,702 -28%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.13M -$33.7K -2,125 -3%
WI
47
Wintrust Investments
Illinois
$1.12M +$401K +25,250 +60%
KP
48
Keel Point
Alabama
$1.11M -$21.3K -1,340 -2%
EGA
49
Eagle Global Advisors
Texas
$974K -$6.54M -411,809 -88%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$902K -$12.4K -780 -1%

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.