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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
101
WhitTier Trust Company
Nevada
$1.75M -$176K -6,975 -9%
GWM
102
Geneos Wealth Management
Colorado
$1.71M -$124K -4,927 -7%
AIM
103
AMI Investment Management
Indiana
$1.66M +$411K +16,325 +33%
PCM
104
Parsons Capital Management
Rhode Island
$1.62M +$31.5K +1,250 +2%
NCM
105
Novare Capital Management
North Carolina
$1.6M -$1.09M -43,410 -40%
PMFA
106
Plante Moran Financial Advisors
Michigan
$1.6M +$39.4K +1,566 +3%
PAG
107
Private Advisor Group
New Jersey
$1.52M +$25K +994 +2%
RIA
108
Regal Investment Advisors
Michigan
$1.52M +$95K +3,770 +7%
CS
109
Comerica Securities
Michigan
$1.43M +$130K +5,171 +10%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$1.39M -$374K -14,848 -21%
SHWM
111
Smith & Howard Wealth Management
Georgia
$1.39M -$53.7K -2,133 -4%
WAM
112
Wakefield Asset Management
Colorado
$1.38M -$247K -9,796 -15%
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$1.17M +$299K +11,889 +34%
RFWA
114
RPg Family Wealth Advisory
Massachusetts
$1.16M -$130K -5,171 -10%
OAM
115
Occidental Asset Management
California
$1.13M -$25.6K -1,018 -2%
KPCM
116
Kings Point Capital Management
New York
$1.13M -$19.5K -774 -2%
CG
117
Colony Group
Massachusetts
$1.12M -$113K -4,502 -9%
BMA
118
Brooks Moore & Associates
Tennessee
$1.09M -$479K -19,000 -30%
WCM
119
Wealthcare Capital Management
Virginia
$1.08M -$106K -4,201 -9%
WPC
120
Waters Parkerson & Co
Louisiana
$1.07M +$258K +10,254 +32%
TA
121
TCG Advisors
Texas
$1.04M -$580K -23,035 -36%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$1.02M -$55.2K -2,192 -5%
FTI
123
Fiduciary Trust International
Massachusetts
$998K -$213K -8,441 -18%
PFO
124
Pathstone Family Office
New Jersey
$977K -$46.7K -1,854 -5%
SSG
125
Summit Securities Group
New York
$964K +$667K +26,500 +223%

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.