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.

293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $533M | Put options by funds: $38M

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more capital invested

Capital invested by funds: $2.03B → $2.03B (+$2.42M)

3% less funds holding

Funds holding: 302293 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38M
Net Calls
+$495M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Planning Alternatives
Michigan
$2.48M -$120K -4,186 -5%
FC
102
Fiduciary Counselling
Minnesota
$2.43M
EVM
103
Eaton Vance Management
Massachusetts
$2.25M -$272K -9,442 -11%
MML Investors Services
104
MML Investors Services
Massachusetts
$2.21M -$1.13M -39,465 -34%
TCM
105
Twin Capital Management
Pennsylvania
$2.18M -$1.05M -36,410 -32%
WA
106
Wilshire Advisors
California
$2.18M -$1.05M -36,410 -32%
NCM
107
Noesis Capital Mangement
Florida
$2.18M +$357K +12,400 +19%
HCM
108
Hilton Capital Management
New York
$2.16M -$2.12M -73,617 Closed
AG
109
Advisor Group
Arizona
$2.12M +$160K +5,566 +8%
GEM
110
Global Endowment Management
North Carolina
$1.98M +$2.01M +70,000 New
AL
111
Aspiriant LLC
California
$1.97M +$10.9K +379 +0.5%
DG
112
Davidson & Garrard
Virginia
$1.84M -$31.9K -1,110 -2%
MCM
113
Murphy Capital Management
New Jersey
$1.7M +$178K +6,200 +11%
FAG
114
Financial Advisory Group
Texas
$1.7M -$4.29K -149 -0.2%
CONA
115
Capital One National Association
New York
$1.62M -$12.6K -437 -0.8%
PAM
116
Peak Asset Management
Colorado
$1.54M +$116K +4,019 +8%
LF
117
Lee Financial
Texas
$1.47M +$125K +4,344 +9%
DT
118
Diversified Trust
Tennessee
$1.4M -$21.7K -756 -2%
PCM
119
Parsons Capital Management
Rhode Island
$1.35M +$646K +22,470 +88%
OCG
120
Opus Capital Group
Ohio
$1.35M +$1.37M +47,748 New
AAA
121
Adams Asset Advisors
Texas
$1.31M
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$1.25M
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$1.24M -$47.8K -1,663 -4%
RCAG
124
Rehmann Capital Advisory Group
Michigan
$1.23M -$58.8K -2,046 -4%
WCM
125
Wealthcare Capital Management
Virginia
$1.21M -$164K -5,702 -12%

AMJ Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2017, worth a combined $2.03B — up 0.12% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 29 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $71.2M sold.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2017, down from 302 in Q2 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2017, up 0.12% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2017 and 35 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2017 was JP Morgan Chase, an estimated $109M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2017 was Fund Evaluation Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2017.