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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$2.24M -$1.63M -67,415 -41%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$2.19M -$182K -7,531 -7%
NEAM
78
New England Asset Management
Connecticut
$2.16M
AIM
79
AMI Investment Management
Indiana
$2.13M +$607K +25,150 +38%
JFG
80
JMG Financial Group
Illinois
$2.04M
PFO
81
Pathstone Family Office
New Jersey
$2.02M +$1.16M +48,004 +123%
LIM
82
Leavell Investment Management
Alabama
$1.96M -$41.5K -1,718 -2%
BCM
83
Blume Capital Management
California
$1.95M -$698K -28,900 -26%
ACA
84
Atlas Capital Advisors
Wyoming
$1.93M +$196K +8,119 +11%
American Century Companies
85
American Century Companies
Missouri
$1.92M +$2M +82,669 New
JA
86
JOYN Advisors
Georgia
$1.81M -$492K -20,352 -21%
WCM
87
Windsor Capital Management
Arizona
$1.76M -$2.48M -102,646 -58%
MPM
88
Meritage Portfolio Management
Kansas
$1.75M +$1.05M +43,650 +138%
Citigroup
89
Citigroup
New York
$1.75M -$1.81M -75,000 Closed
EVM
90
Eaton Vance Management
Massachusetts
$1.73M -$64.5K -2,670 -3%
PMFA
91
Plante Moran Financial Advisors
Michigan
$1.67M +$195K +8,083 +13%
NAS
92
Nicolet Advisory Services
Wisconsin
$1.65M +$1.71M +70,826 New
AG
93
Advisor Group
Arizona
$1.53M -$1.27M -52,458 -44%
RIA
94
Regal Investment Advisors
Michigan
$1.5M +$94.5K +3,913 +6%
BWM
95
Baystate Wealth Management
Massachusetts
$1.5M -$2.74M -113,408 -64%
WTC
96
WhitTier Trust Company
Nevada
$1.48M -$139K -5,755 -8%
NCM
97
Novare Capital Management
North Carolina
$1.45M -$35.5K -1,470 -2%
PCM
98
Parsons Capital Management
Rhode Island
$1.43M -$77.3K -3,200 -5%
NB
99
Nicolet Bankshares
Wisconsin
$1.42M +$1.47M +60,929 New
WAM
100
Wakefield Asset Management
Colorado
$1.32M +$45.8K +1,897 +3%

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.