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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Calamos Wealth Management
Illinois
$2.84M +$1.57M +48,083 +121%
FC
102
Fiduciary Counselling
Minnesota
$2.78M -$65.3K -2,000 -2%
WCM
103
Windsor Capital Management
Arizona
$2.78M +$327 +10 +0%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$2.71M +$28.8K +881 +1%
TC
105
Telemus Capital
Michigan
$2.69M +$238K +7,280 +10%
IA
106
IndexIQ Advisors
New York
$2.4M +$1.33M +40,784 +122%
AG
107
Advisor Group
Arizona
$2.31M +$198K +6,056 +9%
DG
108
Davidson & Garrard
Virginia
$2.21M +$349K +10,670 +18%
FFEC
109
First Financial Equity Corporation
Arizona
$2.12M +$2.15M +65,935 New
CONA
110
Capital One National Association
New York
$2.07M -$210K -6,444 -9%
FAG
111
Financial Advisory Group
Texas
$2.04M -$109K -3,351 -5%
TM
112
Thiel Macro
California
$2.02M +$2.04M +62,500 New
HCM
113
Hilton Capital Management
New York
$1.94M +$1.96M +59,974 New
NWP
114
Northstar Wealth Partners
Connecticut
$1.88M +$1.91M +58,380 New
NCM
115
Noesis Capital Mangement
Florida
$1.87M +$113K +3,445 +6%
MCM
116
Murphy Capital Management
New Jersey
$1.84M +$255K +7,800 +16%
NR
117
Newfound Research
Massachusetts
$1.84M -$317K -9,712 -15%
OAM
118
Occidental Asset Management
California
$1.84M +$188K +5,763 +11%
WIC
119
Woodmont Investment Counsel
Tennessee
$1.82M
Creative Planning
120
Creative Planning
Kansas
$1.74M -$24.3K -743 -1%
ACP
121
Arcus Capital Partners
Georgia
$1.74M +$23.2K +711 +1%
DT
122
Diversified Trust
Tennessee
$1.7M -$216K -6,612 -11%
FCIM
123
Fairview Capital Investment Management
California
$1.63M -$84.1K -2,575 -5%
PAM
124
Peak Asset Management
Colorado
$1.61M +$12.9K +395 +0.8%
GA
125
Greytown Advisors
Florida
$1.54M +$87.2K +2,670 +6%

AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.