JP Morgan Alerian MLP Index ETN 5/24/24
AMJ was delisted on the 21st of May, 2024.
278 hedge funds and large institutions have $2.11B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 107 reducing their positions, and 39 closing their positions.
36% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 39
9% more capital invested
Capital invested by funds: $1.93B → $2.11B (+$179M)
4% more funds holding
Funds holding: 267 → 278 (+11)
12% less call options, than puts
Call options by funds: $21.7M | Put options by funds: $24.5M
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
24% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$39.6M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$35.6M |
| 3 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$26.7M |
| 4 |
Goldman Sachs
New York
|
+$24.2M |
| 5 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$55.3M |
| 2 |
JP Morgan Chase
New York
|
-$34.8M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$29.7M |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$21.1M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$18.2M |
AMJ Hedge Fund Activity: Q4 2019 in Review
278 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2019, worth a combined $2.11B — up 9.3% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new AMJ positions and 39 closed out — a net gain of 14 holders — while 81 added to existing stakes and 107 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $39.6M. The largest seller was Creative Planning, cutting an estimated $55.3M.
- 278 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2019, up from 267 in Q3 2019.
- Funds reported $2.11B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2019, up 9.3% quarter-over-quarter.
- 53 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2019 and 39 closed out, a net change of +14 holders.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2019 was Parametric Portfolio Associates, an estimated $39.6M added.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2019 was Creative Planning, an estimated $55.3M sold.
Based on aggregated 13F filings for Q4 2019.