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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

174 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.63B → $2.82B (+$190M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 182174 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

84% less call options, than puts

Call options by funds: $942K | Put options by funds: $6.05M

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
52
Reduced
68
Closed
27
Calls
$942K
Puts
$6.05M
Net Calls
-$5.11M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Mirabella Financial Services
United Kingdom
$3.13M +$2.31M +102,128 +262%
PAM
27
Peak Asset Management
Colorado
$2.9M +$519K +23,009 +21%
LSPW
28
Lake Street Private Wealth
Illinois
$2.55M +$79K +3,500 +3%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$2.27M +$16.2K +718 +0.7%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.26M -$292K -12,941 -11%
SAS
31
Stelac Advisory Services
New York
$2.25M -$326K -14,460 -12%
EHC
32
Everett Harris & Co
California
$2.12M +$210K +9,300 +11%
UCFA
33
United Capital Financial Advisors
Texas
$2.08M -$21.8K -967 -1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.07M +$85.3K +3,777 +4%
NEAM
35
New England Asset Management
Connecticut
$2.06M
Ameriprise
36
Ameriprise
Minnesota
$1.97M +$31.4K +1,392 +2%
AA
37
AlphaQ Advisors
Florida
$1.93M -$1.21M -53,429 -38%
CRWM
38
Castle Rock Wealth Management
California
$1.86M -$713K -31,601 -27%
MPCL
39
My Personal CFO LLC
Washington
$1.84M +$1.19M +52,655 +173%
AWS
40
Atria Wealth Solutions
New York
$1.82M -$521K -23,061 -22%
AIA
41
Arrow Investment Advisors
Maryland
$1.79M -$64.1K -2,838 -3%
LNWTC
42
Laird Norton Wetherby Trust Company
Washington
$1.64M
KAS
43
Kestra Advisory Services
Texas
$1.57M +$215K +9,518 +16%
CWM
44
Congress Wealth Management
Massachusetts
$1.55M -$113K -5,000 -7%
Wells Fargo
45
Wells Fargo
California
$1.55M -$80.3K -3,557 -5%
AWM
46
Apollon Wealth Management
South Carolina
$1.52M +$384 +17 +0%
HW
47
Hancock Whitney
Mississippi
$1.41M +$11.4K +506 +0.8%
Renaissance Technologies
48
Renaissance Technologies
New York
$1.4M +$271K +12,000 +23%
SSW
49
Stone Summit Wealth
Florida
$1.32M -$36.3K -1,610 -3%
SWIM
50
Smallwood Wealth Investment Management
New Jersey
$1.29M -$5.1K -226 -0.4%

AMJ Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2023, worth a combined $2.82B — up 7.2% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMJ and 21 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was JP Morgan Chase, adding an estimated $94.4M. The largest seller was Brighton Jones LLC, cutting an estimated $47.5M.

  • 174 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2023, down from 182 in Q4 2022.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2023 and 27 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2023 was JP Morgan Chase, an estimated $94.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2023 was Brighton Jones LLC, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2023.