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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 $1.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 181181 (0)

3% less capital invested

Capital invested by funds: $1.62B → $1.58B (-$46M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $5.54M | Put options by funds: $9.98M

Holders
181
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
43
Reduced
59
Closed
16
Calls
$5.54M
Puts
$9.98M
Net Calls
-$4.44M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Essex Financial Services
Connecticut
$238K +$238K +13,095 New
LIM
102
Leavell Investment Management
Alabama
$236K -$121K -6,689 -34%
PCM
103
Pointe Capital Management
Michigan
$230K -$10.9K -600 -5%
IFAM
104
Institutional & Family Asset Management
Colorado
$226K +$226K +12,445 New
TA
105
Tectonic Advisors
Texas
$225K -$144K -7,910 -39%
TWM
106
Tolleson Wealth Management
Texas
$220K
PAG
107
Private Advisor Group
New Jersey
$217K +$217K +11,959 New
NA
108
NewEdge Advisors
Louisiana
$215K +$23.7K +1,305 +12%
SWA
109
Stratos Wealth Advisors
Ohio
$213K -$63.1K -3,477 -23%
TWMP
110
Taylor Wealth Management Partners
Massachusetts
$213K +$212K +11,700 New
GM
111
GeoWealth Management
Illinois
$211K +$211K +11,607 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$208K
RJFSA
113
Raymond James Financial Services Advisors
Florida
$207K -$4.92K -271 -2%
CRC
114
Curi RMB Capital
Illinois
$203K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$199K +$7.91K +436 +4%
AAS
116
Avantax Advisory Services
Texas
$195K -$1.09K -60 -0.6%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$190K -$7.44K -410 -4%
ACM
118
Ategra Capital Management
Virginia
$184K
Barclays
119
Barclays
United Kingdom
$183K
EW
120
Evoke Wealth
California
$162K +$132K +7,300 +445%
NFG
121
Next Financial Group
Texas
$149K +$149K +8,188 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$128K
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
$121K +$60K +3,303 +98%
CT
124
Caldwell Trust
Florida
$118K -$21.8K -1,200 -16%
GPA
125
Guidance Point Advisors
Massachusetts
$115K +$117K +6,427 New

AMJ Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2021, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $12.8M sold.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2021 was Susquehanna International Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.