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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
51
Laird Norton Wetherby Wealth Management
California
$5.81M +$1.15M +45,548 +24%
CFGS
52
Concourse Financial Group Securities
Alabama
$5.63M -$155K -6,172 -3%
William Blair & Company
53
William Blair & Company
Illinois
$5.38M -$391K -15,519 -7%
AssetMark Inc
54
AssetMark Inc
California
$5.31M -$487K -19,320 -8%
SAS
55
Stelac Advisory Services
New York
$5.15M -$5.62M -222,947 -52%
HCM
56
Hilton Capital Management
New York
$4.68M +$4.7M +186,427 New
TCM
57
Twin Capital Management
Pennsylvania
$4.68M +$1.76M +70,060 +60%
WA
58
Wilshire Advisors
California
$4.68M +$1.76M +70,060 +60%
Citadel Advisors
59
Citadel Advisors
Florida
$4.59M -$7.24M -287,314 -61%
WCM
60
Windsor Capital Management
Arizona
$4.48M -$381K -15,117 -8%
BWM
61
Baystate Wealth Management
Massachusetts
$4.43M +$2.99M +118,657 +201%
MAM
62
Marquette Asset Management
Minnesota
$4.4M
RJA
63
Raymond James & Associates
Florida
$4.11M +$695K +27,582 +20%
HWA
64
Heritage Wealth Advisors
Virginia
$4.08M +$132K +5,257 +3%
TC
65
Telemus Capital
Michigan
$3.67M -$1.06M -41,920 -21%
AI
66
ArchPoint Investors
Florida
$3.64M
HWA
67
HCR Wealth Advisors
California
$3.54M -$725K -28,781 -17%
Kayne Anderson Rudnick Investment Management
68
Kayne Anderson Rudnick Investment Management
California
$3.49M -$346K -13,727 -9%
PWPCM
69
Perella Weinberg Partners Capital Management
New York
$3.28M +$196K +7,776 +6%
Jane Street
70
Jane Street
New York
$3.25M +$1.61M +63,884 +98%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$3.25M -$3.96M -157,373 -55%
SWP
72
Strategic Wealth Partners
Ohio
$3.23M +$98.9K +3,926 +3%
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$3.01M +$13.8K +546 +0.5%
AG
74
Advisor Group
Arizona
$2.97M +$1.14M +45,194 +62%
HIM
75
Hanlon Investment Management
New Jersey
$2.88M +$299K +11,876 +12%

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.