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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 21 → 26 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269 → 292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$58.1M
2
RC
RegentAtlantic Capital
New Jersey
+$31.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.7M
5
CBU
CIBC Bank USA
Illinois
+$17.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.7M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$22.6M
4
Wells Fargo
Wells Fargo
California
-$19M
5
Citigroup
Citigroup
New York
-$8.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
LYV
76
Live Your Vision
Pennsylvania
$4.42M +$96.8K +3,250 +2%
WSFS
77
Wilmington Savings Fund Society
Delaware
$4.4M -$290K -9,723 -7%
CFA
78
Camarda Financial Advisors
Florida
$4.26M -$26.6K -893 -0.7%
KPCM
79
Kings Point Capital Management
New York
$4.2M +$735K +24,687 +23%
M
80
MOTCO
Texas
$4.13M +$187K +6,295 +5%
VV
81
Valentine Ventures
Oregon
$3.83M -$36.9K -1,238 -1%
IAS
82
IMA Advisory Services
Colorado
$3.71M +$949K +31,863 +38%
NEIRG
83
New England Investment & Retirement Group
Massachusetts
$3.6M +$128K +4,286 +4%
PA
84
Planning Alternatives
Michigan
$3.56M -$188K -6,322 -5%
BRCM
85
Bright Rock Capital Management
Massachusetts
$3.51M – – –
Nomura Holdings
86
Nomura Holdings
Japan
$3.49M +$1.58M +52,912 +93%
IA
87
IndexIQ Advisors
New York
$3.44M +$3.05M +102,370 +1,793%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.42M +$2.71M +90,960 +554%
KC
89
Kepos Capital
New York
$3.3M +$3.09M +103,623 New
WA
90
Wilshire Advisors
California
$3.29M – – –
TCM
91
Twin Capital Management
Pennsylvania
$3.29M – – –
AA
92
Advisory Alpha
Michigan
$3.27M +$289K +9,690 +10%
EVM
93
Eaton Vance Management
Massachusetts
$3.04M +$216K +7,244 +8%
SCA
94
Salient Capital Advisors
Texas
$2.96M -$2.29M -77,011 -45%
CG
95
Cutler Group
California
$2.89M +$1.33M +44,595 +97%
WCM
96
Windsor Capital Management
Arizona
$2.63M +$53.8K +1,808 +2%
MA
97
Montag & Associates
Georgia
$2.62M -$1.8M -60,425 -42%
PAM
98
PVG Asset Management
Colorado
$2.61M -$105K -3,514 -4%
FAG
99
Financial Advisory Group
Texas
$2.54M -$51.6K -1,733 -2%
TC
100
Telemus Capital
Michigan
$2.49M -$1.12M -37,475 -32%
2 3
4
5 6

AMJ Hedge Fund Activity: Q2 2016 in Review

292 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.