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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$1.23M -$217K -8,993 -15%
SHWM
102
Smith & Howard Wealth Management
Georgia
$1.19M -$101K -4,172 -8%
GEM
103
Global Endowment Management
North Carolina
$1.16M -$1.22M -50,320 -50%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.16M -$133K -5,496 -10%
Lido Advisors
105
Lido Advisors
California
$1.13M +$356K +14,724 +43%
MWM
106
Mission Wealth Management
California
$1.09M -$671K -27,774 -37%
HIM
107
Hanlon Investment Management
New Jersey
$1.07M -$1.66M -68,938 -60%
TSS
108
Two Sigma Securities
New York
$1.05M +$1.09M +45,024 New
KPCM
109
Kings Point Capital Management
New York
$1.03M -$18.9K -781 -2%
TA
110
TCG Advisors
Texas
$1.02M +$59.7K +2,472 +6%
WPC
111
Waters Parkerson & Co
Louisiana
$1M +$9.78K +405 +0.9%
PCA
112
Providence Capital Advisors
North Carolina
$968K +$239K +9,917 +31%
MHI
113
Miller Howard Investments
New York
$956K +$992K +41,089 New
CG
114
Colony Group
Massachusetts
$949K -$91K -3,767 -8%
FTI
115
Fiduciary Trust International
Massachusetts
$925K
BCP
116
Berkeley Capital Partners
Georgia
$914K +$48.3K +1,998 +5%
SSG
117
Summit Securities Group
New York
$891K -$2.42K -100 -0.3%
PFBT
118
Parkside Financial Bank & Trust
Missouri
$843K -$105K -4,333 -11%
WCM
119
Wealthcare Capital Management
Virginia
$840K -$164K -6,791 -16%
HT
120
HAP Trading
New York
$799K +$434K +17,975 +110%
OIA
121
OneDigital Investment Advisors
Kansas
$791K +$820K +33,943 +94,286%
PCM
122
Pointe Capital Management
Michigan
$786K +$2.08K +86 +0.3%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$779K -$9.37K -388 -1%
HW
124
Hancock Whitney
Mississippi
$776K -$6.96K -288 -0.9%
RFO
125
RiverGlades Family Offices
Florida
$772K +$2.54K +105 +0.3%

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.