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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $1.86B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

711% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $751K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $1.6B → $1.86B (+$258M)

7% less funds holding

Funds holding: 192178 (-14)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
40
Reduced
72
Closed
28
Calls
$6.09M
Puts
$751K
Net Calls
+$5.34M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
ASI
26
Advisory Services & Investments
Oregon
$3.13M -$23K -1,144 -0.8%
PPA
27
Parametric Portfolio Associates
Washington
$3.04M +$21.4K +1,067 +0.7%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.9M -$1.27M -63,434 -31%
CRWM
29
Castle Rock Wealth Management
California
$2.68M +$114K +5,652 +5%
LSPW
30
Lake Street Private Wealth
Illinois
$2.55M -$58.7K -2,925 -2%
BIA
31
Barry Investment Advisors
Massachusetts
$2.45M -$470K -23,410 -17%
SAS
32
Stelac Advisory Services
New York
$2.42M -$181K -9,019 -7%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.41M +$2.31M +115,257 New
PAM
34
Peak Asset Management
Colorado
$2.04M +$176K +8,777 +10%
UCFA
35
United Capital Financial Advisors
Texas
$1.99M
MPCL
36
My Personal CFO LLC
Washington
$1.98M -$64.7K -3,221 -3%
NEAM
37
New England Asset Management
Connecticut
$1.94M
AWS
38
Atria Wealth Solutions
New York
$1.85M +$1.78M +88,643 New
HW
39
Hancock Whitney
Mississippi
$1.78M -$31.8K -1,585 -2%
Wells Fargo
40
Wells Fargo
California
$1.74M -$360K -17,936 -18%
KAS
41
Kestra Advisory Services
Texas
$1.57M -$259K -12,900 -15%
SWIM
42
Smallwood Wealth Investment Management
New Jersey
$1.54M -$21.7K -1,079 -1%
LNWTC
43
Laird Norton Wetherby Trust Company
Washington
$1.54M -$42.9K -2,135 -3%
RIA
44
Regal Investment Advisors
Michigan
$1.52M -$86K -4,284 -6%
GA
45
Greytown Advisors
Florida
$1.5M -$2.59M -129,119 -64%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.41M -$13.6K -678 -1%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.36M +$75.5K +3,758 +6%
SSW
48
Stone Summit Wealth
Florida
$1.24M +$238K +11,875 +25%
V
49
Veritable
Delaware
$1.19M -$1.97M -98,289 -63%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.03M +$184K +9,156 +26%

AMJ Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2022, worth a combined $1.86B — up 16% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AMJ and 17 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 40 added.

The largest buyer was JP Morgan Chase, adding an estimated $12M. The largest seller was Evergreen Capital Management, cutting an estimated $14.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2022, down from 192 in Q4 2021.
  • Funds reported $1.86B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2022, up 16% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2022 and 28 closed out, a net change of -11 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2022 was JP Morgan Chase, an estimated $12M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2022 was Evergreen Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2022.