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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

168 hedge funds and large institutions have $1.87B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,025% more call options, than puts

Call options by funds: $3M | Put options by funds: $4K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.72B → $1.87B (+$145M)

6% less funds holding

Funds holding: 178168 (-10)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
48
Reduced
58
Closed
21
Calls
$3M
Puts
$4K
Net Calls
+$3M
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$468K +$23.4K +1,118 +7%
FG
77
Fiduciary Group
Georgia
$466K +$15.7K +750 +4%
VF
78
Virtu Financial
New York
$462K -$8.07M -385,367 -94%
SWP
79
Stratos Wealth Partners
Ohio
$443K -$9.92K -474 -2%
NA
80
NewEdge Advisors
Louisiana
$429K +$138K +6,593 +45%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$415K -$11.5K -550 -3%
TC
82
TownSquare Capital
Utah
$395K -$5.69K -272 -1%
RJA
83
Raymond James & Associates
Florida
$371K -$1.34K -64 -0.3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$369K -$344K -16,443 -47%
WAM
85
Wolverine Asset Management
Illinois
$359K +$375K +17,909 New
EFS
86
Essex Financial Services
Connecticut
$354K +$88.4K +4,221 +31%
CAM
87
Covenant Asset Management
New Jersey
$348K +$1.88K +90 +0.5%
Lido Advisors
88
Lido Advisors
California
$341K -$24.5K -1,170 -6%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$340K +$28.8K +1,375 +9%
HWM
90
Howard Wealth Management
Connecticut
$337K -$8.37K -400 -2%
SWA
91
Stratos Wealth Advisors
Ohio
$322K +$10.4K +498 +3%
CCG
92
Coastwise Capital Group
California
$311K +$1.47K +70 +0.5%
EGA
93
Eagle Global Advisors
Texas
$308K +$1.68K +80 +0.5%
TIA
94
Traphagen Investment Advisors
New Jersey
$294K
GWM
95
Graybill Wealth Management
Illinois
$293K -$4.19K -200 -1%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$285K -$9.84K -470 -3%
WPC
97
Waters Parkerson & Co
Louisiana
$283K
IBOK
98
Independence Bank of Kentucky
Kentucky
$281K
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$274K -$41.4K -1,977 -13%
BCI
100
Brinker Capital Investments
Pennsylvania
$266K

AMJ Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2022, worth a combined $1.87B — up 8.4% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMJ and 13 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $57.6M. The largest seller was Virtu Financial, cutting an estimated $8.07M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $1.87B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2022 and 21 closed out, a net change of -8 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2022 was JP Morgan Chase, an estimated $57.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2022 was Virtu Financial, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2022.