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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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181 hedge funds and large institutions have $1.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 181 → 181 (0)

3% less capital invested

Capital invested by funds: $1.62B → $1.58B (-$46M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $5.54M | Put options by funds: $9.98M

Holders
181
Holders Change
–
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
43
Reduced
59
Closed
16
Calls
$5.54M
Puts
$9.98M
Net Calls
-$4.44M
Net Calls Change
-$10.5M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$98.9M
2
BJL
Brighton Jones LLC
Washington
+$8.44M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$3.87M
4
NAS
Nicolet Advisory Services
Wisconsin
+$1.81M
5
VF
Virtu Financial
New York
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.8M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$12.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.81M
4
RCYC
Richard C. Young & Co
Rhode Island
-$4.91M
5
CWM
Curi Wealth Management
North Carolina
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASI
26
Advisory Services & Investments
Oregon
$2.76M +$143K +7,876 +5%
BIA
27
Barry Investment Advisors
Massachusetts
$2.71M -$209K -11,514 -7%
CB
28
Commerce Bank
Missouri
$2.68M -$20.3K -1,120 -0.8%
PPA
29
Parametric Portfolio Associates
Washington
$2.61M +$8.08K +445 +0.3%
SAS
30
Stelac Advisory Services
New York
$2.27M – – –
LSPW
31
Lake Street Private Wealth
Illinois
$2.22M +$34K +1,875 +2%
CRWM
32
Castle Rock Wealth Management
California
$2.02M +$151K +8,323 +9%
VF
33
Virtu Financial
New York
$2.01M +$1.51M +83,134 +300%
Wolverine Trading
34
Wolverine Trading
Illinois
$1.97M -$1.15M -63,514 -37%
KC
35
Kepos Capital
New York
$1.83M +$1.06M +58,606 +139%
HW
36
Hancock Whitney
Mississippi
$1.73M +$164K +9,052 +10%
UCFA
37
United Capital Financial Advisors
Texas
$1.73M -$4.59K -253 -0.3%
Wells Fargo
38
Wells Fargo
California
$1.71M -$71.1K -3,917 -4%
AIA
39
Arrow Investment Advisors
Maryland
$1.71M -$129K -7,094 -7%
NEAM
40
New England Asset Management
Connecticut
$1.69M – – –
KAS
41
Kestra Advisory Services
Texas
$1.63M +$58.4K +3,217 +4%
PAM
42
Peak Asset Management
Colorado
$1.5M +$429K +23,659 +40%
LNWTC
43
Laird Norton Wetherby Trust Company
Washington
$1.26M +$238K +13,137 +23%
RIA
44
Regal Investment Advisors
Michigan
$1.24M -$69.4K -3,826 -5%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1.24M -$2.18K -120 -0.2%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.01M -$46.1K -2,542 -4%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.01M +$145K +7,982 +17%
KP
48
Keel Point
Alabama
$941K -$196K -10,808 -17%
IC
49
IEQ Capital
California
$899K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$885K +$187K +10,282 +27%
1
2
3 4 5

AMJ Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2021, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $12.8M sold.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2021 was Susquehanna International Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.