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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Tiedemann Advisors
New York
$9.54M +$7.35M +240,672 +394%
Invesco
52
Invesco
Georgia
$9.04M
EA
53
Edge Advisors
Georgia
$8.92M +$8.61M +282,086 New
HSA
54
HBK Sorce Advisory
Pennsylvania
$8.46M -$159K -5,218 -2%
EIP
55
Energy Income Partners
Connecticut
$8.1M +$7.83M +256,310 New
JFG
56
JMG Financial Group
Illinois
$7.78M -$399K -13,061 -5%
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$7.39M
CCG
58
Chatham Capital Group
Georgia
$7.19M -$47.1K -1,543 -0.7%
OC
59
Oakworth Capital
Alabama
$7.15M +$166K +5,425 +2%
SFA
60
Sequoia Financial Advisors
Ohio
$7.09M +$5.1M +166,875 +291%
FDCC
61
Foster Dykema Cabot & Co
Massachusetts
$6.94M -$617K -20,212 -8%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$6.7M +$222K +7,277 +4%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$6.69M -$1.12M -36,783 -15%
PFM
64
Peak Financial Management
Massachusetts
$6.61M +$155K +5,092 +2%
RJA
65
Raymond James & Associates
Florida
$6.57M -$507K -16,607 -7%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$6.45M +$2.67M +87,300 +75%
WAM
67
Weiss Asset Management
Massachusetts
$6.32M +$6.11M +200,000 New
KPCM
68
Kings Point Capital Management
New York
$6.03M +$2.09M +68,430 +56%
G
69
Gainplan
Michigan
$5.92M +$5.72M +187,430 New
JIC
70
Johnson Investment Counsel
Ohio
$5.86M -$266K -8,715 -4%
SC
71
Stratford Consulting
Texas
$5.79M +$62.7K +2,055 +1%
FBB
72
Fulton Breakefield Broenniman
Maryland
$5.77M -$9.59K -314 -0.2%
VC
73
Vestor Capital
Illinois
$5.67M +$3.74M +122,450 +215%
AA
74
Advisory Alpha
Michigan
$5.61M +$1M +32,911 +24%
CTB
75
Country Trust Bank
Illinois
$5.53M +$125K +4,098 +2%

AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.