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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

181 hedge funds and large institutions have $1.62B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $1.86M

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$249M)

3% more funds holding

Funds holding: 176181 (+5)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
40
Reduced
70
Closed
12
Calls
$7.97M
Puts
$1.86M
Net Calls
+$6.11M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Pointe Capital Management
Michigan
$261K +$57.7K +3,100 +30%
EGA
102
Eagle Global Advisors
Texas
$255K -$851K -45,700 -78%
BCI
103
Brinker Capital Investments
Pennsylvania
$250K
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$249K +$33.2K +1,783 +16%
PMFA
105
Plante Moran Financial Advisors
Michigan
$240K
TWM
106
Tolleson Wealth Management
Texas
$238K
RJFSA
107
Raymond James Financial Services Advisors
Florida
$229K -$48.4K -2,602 -18%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$225K +$214K +11,472 New
PFO
109
Pathstone Family Office
New Jersey
$221K +$372 +20 +0.2%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$220K -$27.6K -1,482 -12%
CRC
111
Curi RMB Capital
Illinois
$219K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$213K -$28K -1,504 -12%
SWP
113
Strategic Wealth Partners
Ohio
$213K -$3.74K -201 -2%
AAS
114
Avantax Advisory Services
Texas
$212K -$1.3K -70 -0.6%
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$207K -$5.2K -279 -3%
NA
116
NewEdge Advisors
Louisiana
$207K +$196K +10,510 New
ACM
117
Ategra Capital Management
Virginia
$199K
Barclays
118
Barclays
United Kingdom
$198K
CT
119
Caldwell Trust
Florida
$151K
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$138K
CAAS
121
Capital Asset Advisory Services
Michigan
$128K +$21.3K +1,145 +21%
WB
122
Webster Bank
Connecticut
$121K
IA
123
IFP Advisors
Florida
$113K +$7.45K +400 +8%
FF
124
FourThought Financial
Florida
$108K
KPCM
125
Kings Point Capital Management
New York
$107K -$115K -6,175 -53%

AMJ Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2021, worth a combined $1.62B — up 18% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Sageworth Trust, cutting an estimated $14.5M.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2021, up from 176 in Q1 2021.
  • Funds reported $1.62B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2021, up 18% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2021 and 12 closed out, a net change of +5 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2021 was JP Morgan Chase, an estimated $11.7M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2021 was Sageworth Trust, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2021.