We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
76
Cornerstone Financial Partners
North Carolina
$6.06M +$5.69M +209,768 +1,896%
MAM
77
Marquette Asset Management
Minnesota
$5.96M +$5.88M +216,770 New
SC
78
Stratford Consulting
Texas
$5.87M -$161K -5,945 -3%
CTB
79
Country Trust Bank
Illinois
$5.54M +$770K +28,383 +16%
SWP
80
Stratos Wealth Partners
Ohio
$5.47M +$5.41M +199,287 New
VC
81
Vestor Capital
Illinois
$5.42M -$605K -22,280 -10%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$5.26M +$804K +29,609 +18%
SFA
83
Sequoia Financial Advisors
Ohio
$5.25M -$181K -6,678 -3%
Jane Street
84
Jane Street
New York
$5.12M -$2.06M -75,782 -29%
SCA
85
Salient Capital Advisors
Texas
$5.12M +$4.29M +158,106 +557%
PFM
86
Peak Financial Management
Massachusetts
$5.09M -$3.18M -117,230 -39%
WAM
87
Weiss Asset Management
Massachusetts
$4.81M +$4.75M +175,000 New
JFG
88
JMG Financial Group
Illinois
$4.63M -$1.46M -53,789 -24%
MCM
89
Manchester Capital Management
Vermont
$4.55M +$4.5M +165,785 New
JIC
90
Johnson Investment Counsel
Ohio
$4.34M -$523K -19,267 -11%
HighTower Advisors
91
HighTower Advisors
Illinois
$4.29M -$398K -14,664 -9%
G
92
Gainplan
Michigan
$4.21M +$4.16M +153,128 New
GEM
93
Global Endowment Management
North Carolina
$4.17M +$2.23M +82,000 +117%
HWA
94
HCR Wealth Advisors
California
$3.76M +$561K +20,655 +18%
WTC
95
WhitTier Trust Company
Nevada
$3.73M -$330K -12,149 -8%
NEIRG
96
New England Investment & Retirement Group
Massachusetts
$3.72M +$192K +7,067 +6%
TCA
97
Tortoise Capital Advisors
Kansas
$3.67M +$3.63M +133,565 New
RJFSA
98
Raymond James Financial Services Advisors
Florida
$3.65M -$396K -14,573 -10%
LYV
99
Live Your Vision
Pennsylvania
$3.54M -$15.9K -585 -0.5%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$3.39M +$2.98M +109,910 +815%

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.