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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 $1.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 181181 (0)

3% less capital invested

Capital invested by funds: $1.62B → $1.58B (-$46M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $5.54M | Put options by funds: $9.98M

Holders
181
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
43
Reduced
59
Closed
16
Calls
$5.54M
Puts
$9.98M
Net Calls
-$4.44M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Atlas Capital Advisors
Wyoming
$418K -$1.38M -75,948 -77%
Lido Advisors
77
Lido Advisors
California
$416K -$281K -15,507 -40%
SWP
78
Stratos Wealth Partners
Ohio
$410K -$82.1K -4,523 -17%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$365K +$18.2K +1,000 +5%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$354K -$101K -5,586 -22%
RJA
81
Raymond James & Associates
Florida
$346K -$20K -1,104 -5%
HWM
82
Howard Wealth Management
Connecticut
$335K
TIA
83
Traphagen Investment Advisors
New Jersey
$320K
DHFB
84
Dixon Hubard Feinour & Brown
Virginia
$320K -$98K -5,400 -23%
FG
85
Fiduciary Group
Georgia
$312K +$4.54K +250 +2%
DT
86
Diversified Trust
Tennessee
$305K
FPS
87
Fieldpoint Private Securities
Connecticut
$297K -$31.9K -1,757 -10%
BAM
88
Belpointe Asset Management
Nevada
$287K -$31K -1,710 -10%
CAM
89
Covenant Asset Management
New Jersey
$285K +$4.99K +275 +2%
PMFA
90
Plante Moran Financial Advisors
Michigan
$285K +$63.5K +3,500 +29%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$276K +$72.9K +4,014 +36%
GWM
92
Graybill Wealth Management
Illinois
$269K -$2.9K -160 -1%
FFA
93
First Foundation Advisors
California
$255K
QAM
94
QCI Asset Management
New York
$251K
BCI
95
Brinker Capital Investments
Pennsylvania
$250K
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$249K +$18.7K +1,032 +8%
Citadel Advisors
97
Citadel Advisors
Florida
$246K -$7.81M -430,377 -97%
Bank of America
98
Bank of America
North Carolina
$245K
EGA
99
Eagle Global Advisors
Texas
$242K +$5.45K +300 +2%
FPCP
100
Fort Point Capital Partners
California
$240K -$25.4K -1,397 -10%

AMJ Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2021, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $12.8M sold.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2021 was Susquehanna International Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.