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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$887K +$19.3K +1,217 +2%
PAM
52
Peak Asset Management
Colorado
$855K +$397K +25,003 +94%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$776K +$369K +23,213 +98%
CIAS
54
Capital Investment Advisory Services
North Carolina
$774K -$1.4K -88 -0.2%
WPC
55
Waters Parkerson & Co
Louisiana
$759K
TI
56
Truepoint Inc
Ohio
$744K +$28.3K +1,785 +4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$738K +$269K +16,916 +61%
Lido Advisors
58
Lido Advisors
California
$721K +$79 +5 +0%
William Blair & Company
59
William Blair & Company
Illinois
$698K +$24.8K +1,561 +4%
HighTower Advisors
60
HighTower Advisors
Illinois
$638K -$289K -18,202 -32%
VF
61
Virtu Financial
New York
$632K +$605K +38,087 New
KC
62
Kepos Capital
New York
$602K +$41.7K +2,624 +8%
AC
63
Annandale Capital
Texas
$589K
EVM
64
Eaton Vance Management
Massachusetts
$574K -$126K -7,913 -19%
Jane Street
65
Jane Street
New York
$533K -$434K -27,337 -46%
FPS
66
Fieldpoint Private Securities
Connecticut
$532K +$468K +29,495 +1,151%
IFG
67
Investors Financial Group
Minnesota
$531K
CIA
68
Capital Investment Advisors
Georgia
$498K -$25.8K -1,627 -5%
LPL Financial
69
LPL Financial
California
$497K -$177K -11,136 -27%
KMWM
70
Keudell/Morrison Wealth Management
Oregon
$474K +$7.94K +500 +2%
SI
71
Stephens Inc
Arkansas
$470K +$4.17K +263 +0.9%
TP
72
Tranquility Partners
Tennessee
$459K
ECG
73
Edge Capital Group
Georgia
$456K
SWP
74
Stratos Wealth Partners
Ohio
$449K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$437K -$246K -15,512 -37%

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.