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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $533M | Put options by funds: $38M

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more capital invested

Capital invested by funds: $2.03B → $2.03B (+$2.42M)

3% less funds holding

Funds holding: 302293 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38M
Net Calls
+$495M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$4.37M +$266K +9,246 +6%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$4.18M +$4.26M +148,047 New
WTC
78
WhitTier Trust Company
Nevada
$4.17M -$43K -1,495 -1%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$4.16M -$988K -34,343 -19%
SB
80
Suntrust Banks
Georgia
$4.04M +$795K +27,638 +24%
GA
81
Greytown Advisors
Florida
$3.92M +$1.28M +44,680 +47%
TA
82
Tiedemann Advisors
New York
$3.85M +$1.1M +38,338 +42%
CWM
83
Calamos Wealth Management
Illinois
$3.74M +$404K +14,033 +12%
WAM
84
Wolverine Asset Management
Illinois
$3.7M +$1.7M +59,073 +82%
CIA
85
Capital Investment Advisors
Georgia
$3.65M -$3.37K -117 -0.1%
NEIRG
86
New England Investment & Retirement Group
Massachusetts
$3.62M -$58.4K -2,031 -2%
M
87
MOTCO
Texas
$3.39M -$645K -22,422 -16%
WSFS
88
Wilmington Savings Fund Society
Delaware
$3.39M +$382K +13,275 +12%
LYV
89
Live Your Vision
Pennsylvania
$3.38M +$89K +3,094 +3%
HWA
90
HCR Wealth Advisors
California
$3.29M +$372K +12,919 +12%
ACI
91
Alpha Cubed Investments
California
$3.23M -$78.4K -2,728 -2%
VF
92
Virtu Financial
New York
$3.06M +$3.12M +108,510 New
OAM
93
Occidental Asset Management
California
$3.02M +$752K +26,133 +32%
BRCM
94
Bright Rock Capital Management
Massachusetts
$2.99M
MPM
95
Meritage Portfolio Management
Kansas
$2.86M +$1.45M +50,475 +100%
PAG
96
Private Advisor Group
New Jersey
$2.77M -$260K -9,029 -9%
WCM
97
Windsor Capital Management
Arizona
$2.68M
TC
98
Telemus Capital
Michigan
$2.62M -$1.86M -64,722 -41%
UBS Group
99
UBS Group
Switzerland
$2.55M -$95.6K -3,326 -4%
CAI
100
Capital Advisors Inc
Oklahoma
$2.5M +$7.74K +269 +0.3%

AMJ Hedge Fund Activity: Q3 2017 in Review

293 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 Q3 2017, worth a combined $2.03B — up 0.12% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 29 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $71.2M sold.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2017, down from 302 in Q2 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2017, up 0.12% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2017 and 35 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2017 was JP Morgan Chase, an estimated $109M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2017 was Fund Evaluation Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2017.