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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

302 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,752% more call options, than puts

Call options by funds: $406M | Put options by funds: $21.9M

22% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 99

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 307302 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

7% less capital invested

Capital invested by funds: $2.19B → $2.03B (-$158M)

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
7.53%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.6%
New
32
Increased
121
Reduced
99
Closed
35
Calls
$406M
Puts
$21.9M
Net Calls
+$384M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
76
Fiera Capital (Canada)
Quebec, Canada
$4.58M +$3.46M +112,500 +269%
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$4.51M +$1.08M +35,190 +30%
WTC
78
WhitTier Trust Company
Nevada
$4.43M +$155K +5,056 +4%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$4.33M -$1.83M -59,570 -29%
M
80
MOTCO
Texas
$4.24M +$31.3K +1,020 +0.7%
NEIRG
81
New England Investment & Retirement Group
Massachusetts
$3.88M +$207K +6,722 +5%
CIA
82
Capital Investment Advisors
Georgia
$3.85M +$27.5K +894 +0.7%
CWM
83
Calamos Wealth Management
Illinois
$3.52M +$935K +30,425 +35%
LYV
84
Live Your Vision
Pennsylvania
$3.51M -$1.11M -36,072 -24%
MML Investors Services
85
MML Investors Services
Massachusetts
$3.5M +$3.62M +117,779 New
ACI
86
Alpha Cubed Investments
California
$3.48M +$727K +23,676 +25%
SB
87
Suntrust Banks
Georgia
$3.43M -$734K -23,883 -17%
IAS
88
IMA Advisory Services
Colorado
$3.38M -$62.8K -2,045 -2%
TCM
89
Twin Capital Management
Pennsylvania
$3.38M
WA
90
Wilshire Advisors
California
$3.38M
G
91
Gainplan
Michigan
$3.3M +$3.41M +110,970 New
WSFS
92
Wilmington Savings Fund Society
Delaware
$3.17M +$50.5K +1,642 +2%
BRCM
93
Bright Rock Capital Management
Massachusetts
$3.15M
PAG
94
Private Advisor Group
New Jersey
$3.13M +$87.8K +2,858 +3%
HWA
95
HCR Wealth Advisors
California
$3.08M +$132K +4,305 +4%
DMC
96
Drexel Morgan & Co
Pennsylvania
$2.93M +$52.2K +1,700 +2%
GA
97
Greytown Advisors
Florida
$2.8M +$1.43M +46,639 +98%
SCA
98
Salient Capital Advisors
Texas
$2.78M
UBS Group
99
UBS Group
Switzerland
$2.78M -$1.09M -35,528 -28%
PA
100
Planning Alternatives
Michigan
$2.74M -$146K -4,759 -5%

AMJ Hedge Fund Activity: Q2 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2017, worth a combined $2.03B — down 7.2% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 32 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 121 added.

The largest buyer was Brighton Jones LLC, opening a new position worth an estimated $81.9M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 302 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2017, down from 307 in Q1 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2017 was Brighton Jones LLC, an estimated $81.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2017 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2017.