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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
76
Leavell Investment Management
Alabama
$5.39M -$257K -8,420 -5%
HighTower Advisors
77
HighTower Advisors
Illinois
$5.37M +$791K +25,916 +18%
LMIM
78
Lockheed Martin Investment Management
Maryland
$4.9M
MFS
79
MSI Financial Services
Massachusetts
$4.89M -$195K -6,399 -4%
LYV
80
Live Your Vision
Pennsylvania
$4.58M +$147K +4,824 +3%
WTC
81
WhitTier Trust Company
Nevada
$4.51M -$890K -29,140 -17%
M
82
MOTCO
Texas
$4.29M +$285K +9,336 +7%
UBS Group
83
UBS Group
Switzerland
$4.28M -$362K -11,864 -8%
ACM
84
Advisors Capital Management
New Jersey
$4.24M +$191K +6,266 +5%
SCA
85
Salient Capital Advisors
Texas
$4.2M +$1.3M +42,729 +47%
CIA
86
Capital Investment Advisors
Georgia
$4.07M -$396K -12,978 -9%
WA
87
Wilshire Advisors
California
$4.05M +$927K +30,370 +31%
TCM
88
Twin Capital Management
Pennsylvania
$4.03M +$927K +30,370 +31%
DAS
89
Dynamic Advisor Solutions
Arizona
$3.84M -$700K -22,923 -16%
PWPCM
90
Perella Weinberg Partners Capital Management
New York
$3.73M +$2.35M +76,963 +188%
NEIRG
91
New England Investment & Retirement Group
Massachusetts
$3.7M +$55.2K +1,809 +2%
IAS
92
IMA Advisory Services
Colorado
$3.7M -$672K -22,008 -16%
VV
93
Valentine Ventures
Oregon
$3.59M -$13.4K -440 -0.4%
WSFS
94
Wilmington Savings Fund Society
Delaware
$3.58M -$454K -14,876 -12%
SB
95
Suntrust Banks
Georgia
$3.58M -$436K -14,266 -11%
BRCM
96
Bright Rock Capital Management
Massachusetts
$3.35M +$479K +15,700 +17%
PAG
97
Private Advisor Group
New Jersey
$3.28M +$3.14M +102,852 New
EVM
98
Eaton Vance Management
Massachusetts
$3.23M +$243K +7,955 +8%
CTA
99
Chesley Taft & Associates
Illinois
$3.18M +$1.4M +45,825 +84%
MHI
100
Miller Howard Investments
New York
$3.1M +$2.69M +88,107 +891%

AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.