We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

174 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.63B → $2.82B (+$190M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 182174 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

84% less call options, than puts

Call options by funds: $942K | Put options by funds: $6.05M

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
52
Reduced
68
Closed
27
Calls
$942K
Puts
$6.05M
Net Calls
-$5.11M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$569K -$15.5K -688 -3%
RA
77
RFG Advisory
Alabama
$541K -$1.83K -81 -0.3%
CRC
78
Curi RMB Capital
Illinois
$519K
SWA
79
Stratos Wealth Advisors
Ohio
$516K +$110K +4,890 +27%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$509K +$4.45K +197 +0.9%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$497K -$14.1K -623 -3%
AC
82
Annandale Capital
Texas
$490K -$74.5K -3,300 -13%
FG
83
Fiduciary Group
Georgia
$475K +$13.5K +600 +3%
HF
84
HRT Financial
New York
$468K +$477K +21,127 New
RJA
85
Raymond James & Associates
Florida
$396K +$97.1K +4,301 +32%
Lido Advisors
86
Lido Advisors
California
$378K +$135 +6 +0%
SWP
87
Stratos Wealth Partners
Ohio
$367K -$14.4K -636 -4%
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$358K
OC
89
Oppenheimer & Co
New York
$357K +$363K +16,066 New
MOS
90
MGO One Seven
Ohio
$356K -$596K -26,383 -62%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$348K +$135 +6 +0%
IA
92
IFP Advisors
Florida
$340K -$56.5K -2,504 -17%
CCG
93
Coastwise Capital Group
California
$339K -$5.03K -223 -1%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$336K +$123K +5,443 +56%
HWM
95
Howard Wealth Management
Connecticut
$332K -$226 -10 -0.1%
JIP
96
Jaffetilchin Investment Partners
Florida
$317K -$212K -9,394 -40%
GWM
97
Graybill Wealth Management
Illinois
$317K -$3.84K -170 -1%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$315K +$181 +8 +0.1%
IBOK
99
Independence Bank of Kentucky
Kentucky
$311K
DT
100
Diversified Trust
Tennessee
$285K +$7.99K +354 +3%

AMJ Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2023, worth a combined $2.82B — up 7.2% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMJ and 21 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was JP Morgan Chase, adding an estimated $94.4M. The largest seller was Brighton Jones LLC, cutting an estimated $47.5M.

  • 174 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2023, down from 182 in Q4 2022.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2023 and 27 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2023 was JP Morgan Chase, an estimated $94.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2023 was Brighton Jones LLC, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2023.