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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$9.43M -$983K -36,214 -10%
Bank of America
52
Bank of America
North Carolina
$9.27M -$1.56M -57,291 -15%
SFG
53
SNS Financial Group
Minnesota
$9.15M -$921K -33,914 -9%
LPL Financial
54
LPL Financial
California
$9.15M +$544K +20,026 +6%
SEIA
55
Signature Estate & Investment Advisors
California
$8.76M +$8.66M +318,989 New
PCIG
56
Partners Capital Investment Group
Massachusetts
$8.51M -$3.46M -127,558 -29%
SAS
57
Stelac Advisory Services
New York
$8.36M -$12.9M -474,046 -61%
MIG
58
Mariner Investment Group
New York
$7.71M -$2.96M -109,200 -28%
AssetMark Inc
59
AssetMark Inc
California
$7.64M +$7.55M +278,091 New
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$7.61M +$3.5M +128,867 +87%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$7.59M +$3.3M +121,455 +78%
EA
62
Edge Advisors
Georgia
$7.56M -$1.01M -37,355 -12%
SHWM
63
Smith & Howard Wealth Management
Georgia
$7.54M -$5.49M -202,197 -42%
FAM
64
Flaharty Asset Management
Florida
$7.4M -$651K -23,976 -9%
GA
65
Greytown Advisors
Florida
$7.39M +$3.53M +130,085 +94%
CCG
66
Chatham Capital Group
Georgia
$7.31M +$796K +29,342 +12%
PPA
67
Parametric Portfolio Associates
Washington
$7.28M +$6.1M +224,654 +558%
AllianceBernstein
68
AllianceBernstein
Tennessee
$7.23M +$981K +36,135 +16%
ACM
69
AlphaStar Capital Management
North Carolina
$7.19M +$6.62M +243,734 New
BP
70
Ballentine Partners
Massachusetts
$7.09M -$164K -6,033 -2%
RJA
71
Raymond James & Associates
Florida
$6.84M +$561K +20,652 +9%
BC
72
Burleson & Co
California
$6.38M +$6.3M +232,250 New
MWM
73
Mission Wealth Management
California
$6.37M +$5.66M +208,610 +896%
FBB
74
Fulton Breakefield Broenniman
Maryland
$6.34M -$595K -21,911 -9%
OC
75
Oakworth Capital
Alabama
$6.25M -$277K -10,193 -4%

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.