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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
51
Lockheed Martin Investment Management
Maryland
$7.16M +$2.23M +75,000 +50%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$7.13M -$5.13M -172,319 -43%
Citigroup
53
Citigroup
New York
$7.06M -$8.61M -288,978 -57%
CCG
54
Chatham Capital Group
Georgia
$7.06M +$2.26K +76 +0%
GAG
55
GM Advisory Group
New York
$6.96M +$352K +11,828 +6%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$6.74M -$4.48M -150,359 -42%
PFM
57
Peak Financial Management
Massachusetts
$6.5M +$6.08M +204,307 New
CANY
58
Caxton Associates (New York)
New York
$6.36M +$5.96M +200,000 New
Ameriprise
59
Ameriprise
Minnesota
$6.08M +$2.59M +86,859 +83%
Invesco
60
Invesco
Georgia
$5.92M
SC
61
Stratford Consulting
Texas
$5.91M +$187K +6,265 +3%
FBB
62
Fulton Breakefield Broenniman
Maryland
$5.8M +$170K +5,706 +3%
WTC
63
WhitTier Trust Company
Nevada
$5.53M -$84.2K -2,826 -2%
ACM
64
Advisors Capital Management
New Jersey
$5.48M +$5.13M +172,269 New
DAS
65
Dynamic Advisor Solutions
Arizona
$5.4M +$5.06M +169,851 New
OC
66
Oakworth Capital
Alabama
$5.37M +$4.56M +153,160 +620%
CTB
67
Country Trust Bank
Illinois
$5.33M -$791K -26,561 -14%
LIM
68
Leavell Investment Management
Alabama
$5.24M +$337K +11,300 +7%
UBS Group
69
UBS Group
Switzerland
$5.17M -$745K -25,019 -13%
MFS
70
MSI Financial Services
Massachusetts
$5.04M +$1.74M +58,395 +58%
AL
71
Aspiriant LLC
California
$5.02M +$2.01M +67,607 +75%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$4.94M -$3.21M -107,831 -41%
CIA
73
Capital Investment Advisors
Georgia
$4.71M -$153K -5,136 -3%
HighTower Advisors
74
HighTower Advisors
Illinois
$4.63M -$1.12M -37,572 -21%
SB
75
Suntrust Banks
Georgia
$4.53M -$1.03M -34,519 -20%

AMJ Hedge Fund Activity: Q2 2016 in Review

292 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.