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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
NEIRG
76
New England Investment & Retirement Group
Massachusetts
$3.31M +$65.3K +2,384 +2%
WTC
77
WhitTier Trust Company
Nevada
$3.19M -$73.8K -2,694 -2%
LYV
78
Live Your Vision
Pennsylvania
$3.19M +$130K +4,733 +4%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$3.12M -$80.4K -2,936 -2%
BC
80
Burleson & Co
California
$3.01M -$2.92M -106,719 -46%
G
81
Gainplan
Michigan
$3M -$771K -28,128 -18%
SHWM
82
Smith & Howard Wealth Management
Georgia
$2.99M -$4.11M -149,985 -55%
RJA
83
Raymond James & Associates
Florida
$2.97M -$3.43M -125,201 -50%
CIA
84
Capital Investment Advisors
Georgia
$2.96M +$51.6K +1,884 +2%
JFG
85
JMG Financial Group
Illinois
$2.9M -$1.3M -47,568 -28%
LIM
86
Leavell Investment Management
Alabama
$2.83M -$24.5K -893 -0.8%
VC
87
Vestor Capital
Illinois
$2.74M -$2.29M -83,479 -42%
Renaissance Technologies
88
Renaissance Technologies
New York
$2.63M +$907K +33,100 +43%
WSFS
89
Wilmington Savings Fund Society
Delaware
$2.61M -$172K -6,274 -5%
SFG
90
Sage Financial Group
Pennsylvania
$2.44M
MWM
91
Mission Wealth Management
California
$2.43M -$3.58M -130,570 -56%
MAM
92
Marquette Asset Management
Minnesota
$2.38M -$3.22M -117,545 -54%
NEAM
93
New England Asset Management
Connecticut
$2.23M
LF
94
Lee Financial
Texas
$2.23M +$1.18M +43,195 +87%
M
95
MOTCO
Texas
$2.22M -$696K -25,403 -22%
RCAG
96
Rehmann Capital Advisory Group
Michigan
$2.21M +$1.5M +54,843 +147%
NCM
97
Noesis Capital Mangement
Florida
$2.21M +$84.1K +3,070 +3%
ACI
98
Alpha Cubed Investments
California
$2.19M +$2.29M +83,486 +1,102%
CAI
99
Capital Advisors Inc
Oklahoma
$2.12M
FC
100
Fiduciary Counselling
Minnesota
$2.06M

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.