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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

168 hedge funds and large institutions have $1.87B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,025% more call options, than puts

Call options by funds: $3M | Put options by funds: $4K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.72B → $1.87B (+$145M)

6% less funds holding

Funds holding: 178168 (-10)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
48
Reduced
58
Closed
21
Calls
$3M
Puts
$4K
Net Calls
+$3M
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
26
Stelac Advisory Services
New York
$2.32M
PAM
27
Peak Asset Management
Colorado
$2.12M +$42.4K +2,025 +2%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$2.09M -$272K -12,993 -11%
LSPW
29
Lake Street Private Wealth
Illinois
$2.08M -$118K -5,650 -5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2M -$773K -36,943 -27%
AWS
31
Atria Wealth Solutions
New York
$1.93M -$169K -8,056 -8%
UCFA
32
United Capital Financial Advisors
Texas
$1.92M +$10.2K +485 +0.5%
NEAM
33
New England Asset Management
Connecticut
$1.86M
KAS
34
Kestra Advisory Services
Texas
$1.83M +$567K +27,107 +42%
AIA
35
Arrow Investment Advisors
Maryland
$1.76M +$43.4K +2,075 +2%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.65M +$129K +6,169 +8%
EHC
37
Everett Harris & Co
California
$1.63M +$45.9K +2,195 +3%
HW
38
Hancock Whitney
Mississippi
$1.58M -$126K -6,011 -7%
RIA
39
Regal Investment Advisors
Michigan
$1.53M +$26.4K +1,260 +2%
Wells Fargo
40
Wells Fargo
California
$1.53M -$90.7K -4,333 -5%
Ameriprise
41
Ameriprise
Minnesota
$1.52M +$1.08M +51,761 +217%
LNWTC
42
Laird Norton Wetherby Trust Company
Washington
$1.48M
GA
43
Greytown Advisors
Florida
$1.37M -$71.2K -3,400 -5%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1.34M -$18.3K -875 -1%
SWIM
45
Smallwood Wealth Investment Management
New Jersey
$1.33M -$141K -6,714 -9%
KP
46
Keel Point
Alabama
$1.29M +$13.8K +658 +1%
SSW
47
Stone Summit Wealth
Florida
$1.22M +$34.2K +1,635 +3%
Citadel Advisors
48
Citadel Advisors
Florida
$1.12M -$37.5K -1,792 -3%
V
49
Veritable
Delaware
$1.09M
Wolverine Trading
50
Wolverine Trading
Illinois
$1.08M +$777K +37,132 +222%

AMJ Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2022, worth a combined $1.87B — up 8.4% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMJ and 13 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $57.6M. The largest seller was Virtu Financial, cutting an estimated $8.07M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $1.87B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2022 and 21 closed out, a net change of -8 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2022 was JP Morgan Chase, an estimated $57.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2022 was Virtu Financial, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2022.