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.

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$2.01M +$18.2K +663 +0.8%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$1.97M -$775K -28,300 -26%
TCM
103
Twin Capital Management
Pennsylvania
$1.86M -$216K -7,900 -9%
WA
104
Wilshire Advisors
California
$1.86M -$216K -7,900 -9%
PAG
105
Private Advisor Group
New Jersey
$1.84M +$1.66M +60,506 +374%
MML Investors Services
106
MML Investors Services
Massachusetts
$1.82M +$20.1K +732 +1%
TC
107
Telemus Capital
Michigan
$1.8M -$1.25M -45,726 -38%
PCM
108
Parsons Capital Management
Rhode Island
$1.76M +$138K +5,034 +7%
MPM
109
Meritage Portfolio Management
Kansas
$1.7M +$1.95M +71,025 New
SPC
110
Salient Private Client
Texas
$1.65M -$182K -6,632 -9%
UBS Group
111
UBS Group
Switzerland
$1.48M -$335K -12,219 -17%
HCM
112
Hilton Capital Management
New York
$1.45M
RIA
113
Regal Investment Advisors
Michigan
$1.45M +$539K +19,673 +48%
AG
114
Advisor Group
Arizona
$1.42M -$380K -13,865 -19%
WAM
115
Wolverine Asset Management
Illinois
$1.31M +$1.49M +54,523 New
BlackRock
116
BlackRock
New York
$1.29M +$307K +11,207 +26%
UCFA
117
United Capital Financial Advisors
Texas
$1.24M -$247K -9,033 -15%
RT
118
Rockland Trust
Massachusetts
$1.2M +$177K +6,447 +15%
FTI
119
Fiduciary Trust International
Massachusetts
$1.16M +$82.2K +3,000 +7%
OAM
120
Occidental Asset Management
California
$1.15M -$43.7K -1,595 -3%
DT
121
Diversified Trust
Tennessee
$1.14M +$6.71K +245 +0.5%
ACA
122
Atlas Capital Advisors
Wyoming
$1.14M +$1.3M +47,618 New
BRM
123
Boston Research & Management
Massachusetts
$1.13M +$223K +8,130 +21%
FAG
124
Financial Advisory Group
Texas
$1.13M -$224K -8,177 -15%
Creative Planning
125
Creative Planning
Kansas
$1.1M +$779K +28,416 +162%

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.