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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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192 hedge funds and large institutions have $1.6B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

6% more funds holding

Funds holding: 181 → 192 (+11)

2% more capital invested

Capital invested by funds: $1.58B → $1.6B (+$25.4M)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

38% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $15.1M

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
31
Increased
53
Reduced
64
Closed
19
Calls
$9.38M
Puts
$15.1M
Net Calls
-$5.68M
Net Calls Change
-$1.24M

Top Buyers

Rank Fund Capital Flow
1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$30.9M
2
ECM
Evergreen Capital Management
Washington
+$15.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.42M
5
BJL
Brighton Jones LLC
Washington
+$5.11M

Top Sellers

Rank Fund Capital Flow
1
ST
Sageworth Trust
Pennsylvania
-$11.5M
2
AP
Arlington Partners
Alabama
-$9.3M
3
AIA
Arrow Investment Advisors
Maryland
-$1.71M
4
Mariner
Mariner
Kansas
-$1.41M
5
MCM
MAI Capital Management
Ohio
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Congress Wealth Management
Massachusetts
$3.38M +$3.52M +190,000 New
V
27
Veritable
Delaware
$2.77M -$700K -37,840 -20%
ASI
28
Advisory Services & Investments
Oregon
$2.68M -$19.7K -1,064 -0.7%
CB
29
Commerce Bank
Missouri
$2.62M -$7.07K -382 -0.3%
PPA
30
Parametric Portfolio Associates
Washington
$2.57M +$13.8K +748 +0.5%
BIA
31
Barry Investment Advisors
Massachusetts
$2.5M -$157K -8,473 -6%
LSPW
32
Lake Street Private Wealth
Illinois
$2.22M +$51.8K +2,800 +2%
SAS
33
Stelac Advisory Services
New York
$2.22M – – –
CRWM
34
Castle Rock Wealth Management
California
$2.21M +$222K +12,019 +12%
VF
35
Virtu Financial
New York
$1.96M -$12.8K -690 -0.6%
MHI
36
Miller Howard Investments
New York
$1.93M +$2M +108,128 New
CJFS
37
Coulter & Justus Financial Services
Tennessee
$1.84M +$1.91M +103,117 New
Wells Fargo
38
Wells Fargo
California
$1.8M +$130K +7,053 +7%
AP
39
Arlington Partners
Alabama
$1.79M -$9.3M -502,591 -83%
MPCL
40
My Personal CFO LLC
Washington
$1.75M +$1.81M +98,011 New
UCFA
41
United Capital Financial Advisors
Texas
$1.7M -$2.7K -146 -0.2%
NEAM
42
New England Asset Management
Connecticut
$1.65M – – –
PAM
43
Peak Asset Management
Colorado
$1.58M +$115K +6,225 +8%
KAS
44
Kestra Advisory Services
Texas
$1.56M -$30.8K -1,666 -2%
HW
45
Hancock Whitney
Mississippi
$1.54M -$163K -8,807 -9%
Citadel Advisors
46
Citadel Advisors
Florida
$1.38M +$1.19M +64,152 +474%
RIA
47
Regal Investment Advisors
Michigan
$1.37M +$165K +8,925 +13%
LNWTC
48
Laird Norton Wetherby Trust Company
Washington
$1.35M +$118K +6,394 +9%
SWIM
49
Smallwood Wealth Investment Management
New Jersey
$1.33M +$1.39M +74,969 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.21M – – –
1
2
3 4 5

AMJ Hedge Fund Activity: Q4 2021 in Review

192 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2021, worth a combined $1.6B — up 1.6% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 19 closed out — a net gain of 12 holders — while 53 added to existing stakes and 64 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $30.9M. The largest seller was Sageworth Trust, cutting an estimated $11.5M.

  • 192 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2021, up from 181 in Q3 2021.
  • Funds reported $1.6B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2021 and 19 closed out, a net change of +12 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $30.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2021 was Sageworth Trust, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2021.