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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $2B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $329M | Put options by funds: $16.9M

10% more capital invested

Capital invested by funds: $1.81B → $2B (+$190M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% less funds holding

Funds holding: 292291 (-1)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
291
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
31
Increased
94
Reduced
113
Closed
30
Calls
$329M
Puts
$16.9M
Net Calls
+$312M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$7.49M +$177K +6,757 +2%
FWM
52
FFT Wealth Management
Pennsylvania
$7.46M -$6.83M -260,990 -48%
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$7.43M +$198K +7,584 +3%
CCG
54
Chatham Capital Group
Georgia
$7.38M +$165K +6,307 +2%
GA
55
Greytown Advisors
Florida
$7.13M -$203K -7,741 -3%
KC
56
Kepos Capital
New York
$7.13M -$188K -7,199 -3%
BP
57
Ballentine Partners
Massachusetts
$7.02M +$615K +23,496 +10%
PCIG
58
Partners Capital Investment Group
Massachusetts
$6.94M +$124K +4,729 +2%
AssetMark Inc
59
AssetMark Inc
California
$6.93M -$32.3K -1,233 -0.5%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$6.72M +$201K +7,689 +3%
GEM
61
Global Endowment Management
North Carolina
$6.48M +$1.01M +38,600 +19%
CS
62
Credit Suisse
Switzerland
$6.15M +$6.06M +231,404 New
SC
63
Stratford Consulting
Texas
$6.14M +$283K +10,822 +5%
CTB
64
Country Trust Bank
Illinois
$5.53M +$124K +4,740 +2%
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$5.35M -$690K -26,348 -12%
Wolverine Trading
66
Wolverine Trading
Illinois
$5.31M
Kayne Anderson Rudnick Investment Management
67
Kayne Anderson Rudnick Investment Management
California
$5.11M -$21.3M -812,759 -81%
SFA
68
Sequoia Financial Advisors
Ohio
$5.09M -$17.1K -652 -0.3%
PFM
69
Peak Financial Management
Massachusetts
$5.03M +$77.8K +2,973 +2%
WCM
70
Windsor Capital Management
Arizona
$4.97M +$310K +11,831 +7%
DCM
71
Dimension Capital Management
Florida
$4.48M -$743K -28,385 -14%
MCM
72
Manchester Capital Management
Vermont
$4.46M -$57.9K -2,212 -1%
WTC
73
WhitTier Trust Company
Nevada
$3.74M +$208K +7,933 +6%
JIC
74
Johnson Investment Counsel
Ohio
$3.73M -$75.4K -2,880 -2%
HWA
75
HCR Wealth Advisors
California
$3.66M -$33.7K -1,288 -0.9%

AMJ Hedge Fund Activity: Q2 2018 in Review

291 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2018, worth a combined $2B — up 10% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 30 closed out — a net gain of 1 holder — while 94 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Jane Street, cutting an estimated $46.8M.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2018, down from 292 in Q1 2018.
  • Funds reported $2B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2018, up 10% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2018 and 30 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2018 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2018 was Jane Street, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2018.