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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

289 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $197M | Put options by funds: $40.4M

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $2.19B → $2.19B (-$5.81M)

1% less funds holding

Funds holding: 292289 (-3)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 116

Holders
289
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
7.71%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
28
Increased
98
Reduced
116
Closed
26
Calls
$197M
Puts
$40.4M
Net Calls
+$156M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$2.06M -$350K -11,119 -15%
AG
102
Advisor Group
Arizona
$1.99M +$236K +7,492 +13%
TA
103
Tiedemann Advisors
New York
$1.91M +$1.92M +61,080 New
DT
104
Diversified Trust
Tennessee
$1.88M -$105K -3,349 -5%
M&T Bank
105
M&T Bank
New York
$1.84M -$465K -14,777 -20%
WIC
106
Woodmont Investment Counsel
Tennessee
$1.82M -$218K -6,940 -11%
DG
107
Davidson & Garrard
Virginia
$1.81M -$22.1K -701 -1%
SFA
108
Sequoia Financial Advisors
Ohio
$1.81M -$93.4K -2,969 -5%
VC
109
Vestor Capital
Illinois
$1.79M +$8.97K +285 +0.5%
IA
110
IndexIQ Advisors
New York
$1.77M -$1.64M -52,008 -48%
CTA
111
Chesley Taft & Associates
Illinois
$1.72M +$188K +5,975 +12%
NCM
112
Noesis Capital Mangement
Florida
$1.72M +$542K +17,235 +46%
FCIM
113
Fairview Capital Investment Management
California
$1.71M -$26.7K -850 -2%
MCM
114
Murphy Capital Management
New Jersey
$1.68M +$25.2K +800 +2%
NC
115
NBW Capital
Massachusetts
$1.68M -$409K -13,008 -20%
ACP
116
Arcus Capital Partners
Georgia
$1.65M -$345K -10,963 -17%
AAA
117
Adams Asset Advisors
Texas
$1.6M +$281K +8,919 +21%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$1.58M +$1.58M +50,291 New
CANY
119
Caxton Associates (New York)
New York
$1.57M -$4.72M -150,000 -75%
PAM
120
Peak Asset Management
Colorado
$1.51M -$25.8K -821 -2%
Creative Planning
121
Creative Planning
Kansas
$1.51M +$1.21M +38,343 +406%
OAM
122
Occidental Asset Management
California
$1.5M +$171K +5,436 +13%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$1.49M +$28.8K +915 +2%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$1.48M -$364K -11,582 -20%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$1.39M

AMJ Hedge Fund Activity: Q3 2016 in Review

289 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2016, worth a combined $2.19B — down 0.26% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 26 closed out — a net gain of 2 holders — while 98 added to existing stakes and 116 trimmed.

The largest buyer was Commerce Bank, adding an estimated $19.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 289 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2016, down from 292 in Q2 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2016, down 0.26% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2016 and 26 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2016 was Commerce Bank, an estimated $19.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2016 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2016.