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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$412K -$5.16K -325 -1%
IWM
77
IHT Wealth Management
Illinois
$366K +$351K +22,080 New
FFA
78
Fi3 Financial Advisors
Indiana
$356K +$341K +21,463 New
SIC
79
Salem Investment Counselors
North Carolina
$355K -$1.45M -91,225 -81%
BAIA
80
Bel Air Investment Advisors
California
$348K +$333K +21,000 New
TA
81
Tectonic Advisors
Texas
$342K -$46.3K -2,915 -12%
PAG
82
Private Advisor Group
New Jersey
$330K -$83.9K -5,285 -21%
LIM
83
Leavell Investment Management
Alabama
$327K -$55.2K -3,476 -15%
FFA
84
First Foundation Advisors
California
$325K -$101K -6,347 -24%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$317K
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$317K +$3.16K +199 +1%
HWM
87
Howard Wealth Management
Connecticut
$311K -$24.5K -1,545 -8%
TIA
88
Traphagen Investment Advisors
New Jersey
$292K -$2.18M -137,024 -89%
DT
89
Diversified Trust
Tennessee
$279K +$56.1K +3,535 +27%
CFO
90
Colony Family Offices
North Carolina
$272K -$13.1K -825 -5%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$266K -$406K -25,547 -62%
CAM
92
Covenant Asset Management
New Jersey
$252K +$38.5K +2,428 +19%
GWM
93
Graybill Wealth Management
Illinois
$238K -$2.22K -140 -1%
FG
94
Fiduciary Group
Georgia
$238K +$19.1K +1,200 +10%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$237K -$62.2K -3,917 -22%
QAM
96
QCI Asset Management
New York
$230K -$159 -10 -0.1%
Bank of America
97
Bank of America
North Carolina
$222K
BCI
98
Brinker Capital Investments
Pennsylvania
$211K +$202K +12,719 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$210K -$23K -1,447 -10%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$206K -$9.53K -600 -5%

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.