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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 19 → 24 (+5)

8% more funds holding

Funds holding: 293 → 315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$46.9M
2
RC
RegentAtlantic Capital
New Jersey
+$37.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.1M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$33M
5
AR
Advisory Research
Illinois
+$21.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$191M
2
Goldman Sachs
Goldman Sachs
New York
-$29.5M
3
CBU
CIBC Bank USA
Illinois
-$22.7M
4
OFG
Oxford Financial Group
Indiana
-$17.5M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Capital Investment Advisors
Georgia
$3.34M -$214K -7,871 -6%
TC
102
Telemus Capital
Michigan
$3.32M +$759K +27,947 +30%
LIM
103
Leavell Investment Management
Alabama
$3.27M -$1.02M -37,719 -24%
M
104
MOTCO
Texas
$3.24M -$61.3K -2,257 -2%
WSFS
105
Wilmington Savings Fund Society
Delaware
$3.16M -$131K -4,817 -4%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$3.04M -$16.8M -619,535 -85%
WCM
107
Windsor Capital Management
Arizona
$2.95M +$468K +17,258 +19%
BRCM
108
Bright Rock Capital Management
Massachusetts
$2.91M – – –
SFG
109
Sage Financial Group
Pennsylvania
$2.9M – – –
LM
110
Luminus Management
Texas
$2.88M +$2.85M +105,000 New
NEAM
111
New England Asset Management
Connecticut
$2.55M +$2.52M +92,750 New
LP
112
LGL Partners
Pennsylvania
$2.45M +$1.49M +54,934 +160%
NCM
113
Noesis Capital Mangement
Florida
$2.44M +$315K +11,610 +15%
CAI
114
Capital Advisors Inc
Oklahoma
$2.43M -$7.3K -269 -0.3%
FC
115
Fiduciary Counselling
Minnesota
$2.36M – – –
TCM
116
Twin Capital Management
Pennsylvania
$2.34M +$215K +7,920 +10%
WA
117
Wilshire Advisors
California
$2.34M +$215K +7,920 +10%
OIA
118
OneDigital Investment Advisors
Kansas
$2.28M +$2.25M +83,030 New
HCM
119
Hilton Capital Management
New York
$2.22M – – –
CTA
120
Chesley Taft & Associates
Illinois
$2.17M -$2.88M -106,113 -57%
ST
121
Sageworth Trust
Pennsylvania
$2.17M +$2.14M +79,000 New
Renaissance Technologies
122
Renaissance Technologies
New York
$2.1M +$2.07M +76,400 New
SPC
123
Salient Private Client
Texas
$2.07M +$2.04M +75,197 New
MML Investors Services
124
MML Investors Services
Massachusetts
$2.06M -$90.3K -3,328 -4%
UBS Group
125
UBS Group
Switzerland
$2.02M -$448K -16,513 -18%
3 4
5
6 7

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.