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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $1.86B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

711% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $751K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $1.6B → $1.86B (+$258M)

7% less funds holding

Funds holding: 192178 (-14)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
40
Reduced
72
Closed
28
Calls
$6.09M
Puts
$751K
Net Calls
+$5.34M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
101
Curi RMB Capital
Illinois
$286K +$50.4K +2,511 +22%
BCI
102
Brinker Capital Investments
Pennsylvania
$270K
EGA
103
Eagle Global Advisors
Texas
$268K -$10K -500 -4%
NA
104
NewEdge Advisors
Louisiana
$255K -$270K -13,462 -52%
TWM
105
Tolleson Wealth Management
Texas
$254K
FPS
106
Fieldpoint Private Securities
Connecticut
$252K -$142K -7,089 -37%
Bank of America
107
Bank of America
North Carolina
$244K
SPC
108
Sigma Planning Corp
Michigan
$236K +$227K +11,283 New
Northern Trust
109
Northern Trust
Illinois
$231K -$83.1K -4,138 -27%
Truist Financial
110
Truist Financial
North Carolina
$230K -$161K -8,000 -42%
PCMF
111
Private Capital Management (Florida)
Florida
$230K +$221K +11,012 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$223K -$6K -299 -3%
AAS
113
Avantax Advisory Services
Texas
$222K
RJFSA
114
Raymond James Financial Services Advisors
Florida
$218K -$100 -5 -0%
PCM
115
Pointe Capital Management
Michigan
$208K -$21.1K -1,050 -10%
LIM
116
Leavell Investment Management
Alabama
$208K +$200K +9,960 New
CFO
117
Colony Family Offices
North Carolina
$206K +$198K +9,856 New
CAAS
118
Capital Asset Advisory Services
Michigan
$186K +$18.1K +900 +11%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$180K -$28.5K -1,418 -14%
SPIA
120
Steward Partners Investment Advisory
New York
$152K +$37.4K +1,864 +35%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$147K
Kayne Anderson Rudnick Investment Management
122
Kayne Anderson Rudnick Investment Management
California
$140K
CT
123
Caldwell Trust
Florida
$136K
PMFA
124
Plante Moran Financial Advisors
Michigan
$95K
KPCM
125
Kings Point Capital Management
New York
$86K -$1.37K -68 -2%

AMJ Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2022, worth a combined $1.86B — up 16% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AMJ and 17 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 40 added.

The largest buyer was JP Morgan Chase, adding an estimated $12M. The largest seller was Evergreen Capital Management, cutting an estimated $14.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2022, down from 192 in Q4 2021.
  • Funds reported $1.86B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2022, up 16% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2022 and 28 closed out, a net change of -11 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2022 was JP Morgan Chase, an estimated $12M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2022 was Evergreen Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2022.