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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$202K
TWM
102
Tolleson Wealth Management
Texas
$201K
KPCM
103
Kings Point Capital Management
New York
$193K -$2.92K -184 -2%
FPCP
104
Fort Point Capital Partners
California
$192K +$184K +11,576 New
Wolverine Trading
105
Wolverine Trading
Illinois
$187K -$208K -13,087 -53%
PFO
106
Pathstone Family Office
New Jersey
$186K +$333 +21 +0.2%
CRC
107
Curi RMB Capital
Illinois
$185K
SWP
108
Strategic Wealth Partners
Ohio
$183K -$8.21K -517 -4%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$180K +$173K +10,879 New
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$179K -$31.8K -2,005 -16%
AAS
111
Avantax Advisory Services
Texas
$179K
PCM
112
Pointe Capital Management
Michigan
$169K -$397 -25 -0.2%
ACM
113
Ategra Capital Management
Virginia
$168K -$921 -58 -0.6%
WSFS
114
Wilmington Savings Fund Society
Delaware
$168K -$4.57K -288 -3%
Barclays
115
Barclays
United Kingdom
$167K
HNB
116
Huntington National Bank
Ohio
$137K
CT
117
Caldwell Trust
Florida
$128K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$117K -$34.9K -2,200 -24%
BAM
119
Belpointe Asset Management
Nevada
$106K -$231K -14,572 -70%
Kayne Anderson Rudnick Investment Management
120
Kayne Anderson Rudnick Investment Management
California
$105K +$53.5K +3,368 +113%
WB
121
Webster Bank
Connecticut
$102K -$2.02K -127 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$100K
UBS Group
123
UBS Group
Switzerland
$100K -$706K -44,491 -88%
CHA
124
Carmichael Hill & Associates
Maryland
$96K +$191 +12 +0.2%
FF
125
FourThought Financial
Florida
$91K

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.