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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

181 hedge funds and large institutions have $1.62B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $1.86M

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$249M)

3% more funds holding

Funds holding: 176181 (+5)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
40
Reduced
70
Closed
12
Calls
$7.97M
Puts
$1.86M
Net Calls
+$6.11M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
ECG
76
Edge Capital Group
Georgia
$540K
SWP
77
Stratos Wealth Partners
Ohio
$532K
KMWM
78
Keudell/Morrison Wealth Management
Oregon
$528K -$32K -1,720 -6%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$492K -$24.3K -1,304 -5%
DHFB
80
Dixon Hubard Feinour & Brown
Virginia
$452K +$428K +23,000 New
IWM
81
IHT Wealth Management
Illinois
$434K +$372 +20 +0.1%
TSS
82
Two Sigma Securities
New York
$417K +$395K +21,226 New
TA
83
Tectonic Advisors
Texas
$399K -$5.21K -280 -1%
RJA
84
Raymond James & Associates
Florida
$395K -$87.6K -4,706 -19%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$375K
HWM
86
Howard Wealth Management
Connecticut
$363K -$5.68K -305 -2%
TIA
87
Traphagen Investment Advisors
New Jersey
$346K
BAM
88
Belpointe Asset Management
Nevada
$344K +$207K +11,111 +174%
DT
89
Diversified Trust
Tennessee
$330K
LIM
90
Leavell Investment Management
Alabama
$327K
FPS
91
Fieldpoint Private Securities
Connecticut
$324K -$260K -13,961 -44%
CFO
92
Colony Family Offices
North Carolina
$316K -$6.61K -355 -2%
CAM
93
Covenant Asset Management
New Jersey
$303K +$4.47K +240 +2%
SWA
94
Stratos Wealth Advisors
Ohio
$299K +$283K +15,207 New
GWM
95
Graybill Wealth Management
Illinois
$294K +$11.9K +640 +4%
FPCP
96
Fort Point Capital Partners
California
$287K +$56.3K +3,026 +26%
FG
97
Fiduciary Group
Georgia
$278K +$41K +2,200 +16%
FFA
98
First Foundation Advisors
California
$276K -$104K -5,560 -28%
QAM
99
QCI Asset Management
New York
$272K
Bank of America
100
Bank of America
North Carolina
$263K

AMJ Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2021, worth a combined $1.62B — up 18% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Sageworth Trust, cutting an estimated $14.5M.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2021, up from 176 in Q1 2021.
  • Funds reported $1.62B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2021, up 18% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2021 and 12 closed out, a net change of +5 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2021 was JP Morgan Chase, an estimated $11.7M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2021 was Sageworth Trust, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2021.