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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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168 hedge funds and large institutions have $1.87B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,025% more call options, than puts

Call options by funds: $3M | Put options by funds: $4K

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8% more capital invested

Capital invested by funds: $1.72B → $1.87B (+$145M)

6% less funds holding

Funds holding: 178 → 168 (-10)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
48
Reduced
58
Closed
21
Calls
$3M
Puts
$4K
Net Calls
+$3M
Net Calls Change
-$2.34M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$57.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.09M
3
ECG
Edge Capital Group
Georgia
+$4.72M
4
Ameriprise
Ameriprise
Minnesota
+$1.08M
5
EH
Equitable Holdings
New York
+$932K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$8.07M
2
Morgan Stanley
Morgan Stanley
New York
-$2.88M
3
ECM
Evergreen Capital Management
Washington
-$2.33M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$1.58M
5
MPCL
My Personal CFO LLC
Washington
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
DT
101
Diversified Trust
Tennessee
$251K -$40.7K -1,942 -13%
SPC
102
Sigma Planning Corp
Michigan
$226K – – –
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$215K +$523 +25 +0.2%
CAN
104
Cetera Advisor Networks
California
$210K +$219K +10,472 New
Bank of America
105
Bank of America
North Carolina
$203K – – –
RJFSA
106
Raymond James Financial Services Advisors
Florida
$201K -$3.54K -169 -2%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$198K – – –
CAAS
108
Capital Asset Advisory Services
Michigan
$163K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$151K -$984 -47 -0.6%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$144K -$29.3K -1,400 -16%
BAM
111
Belpointe Asset Management
Nevada
$139K -$176K -8,420 -55%
GRP
112
Global Retirement Partners
California
$137K +$46.6K +2,228 +59%
Kayne Anderson Rudnick Investment Management
113
Kayne Anderson Rudnick Investment Management
California
$134K – – –
CT
114
Caldwell Trust
Florida
$130K – – –
AP
115
Arlington Partners
Alabama
$112K -$172K -8,228 -59%
CA
116
Clearstead Advisors
Ohio
$90K +$52.5K +2,510 +128%
TSWM
117
Tyler-Stone Wealth Management
Ohio
$82K +$4.46K +213 +6%
TA
118
Tectonic Advisors
Texas
$76K – – –
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$76K +$79.4K +3,795 New
CHA
120
Carmichael Hill & Associates
Maryland
$67K -$9.92K -474 -12%
DWP
121
Destiny Wealth Partners
Florida
$66K – – –
MFA
122
Morling Financial Advisors
California
$60K – – –
BBHC
123
Brown Brothers Harriman & Co
New York
$59K +$61.2K +2,924 New
PA
124
Parallel Advisors
California
$57K -$42.2K -2,015 -41%
HNB
125
Huntington National Bank
Ohio
$52K – – –
3 4
5
6 7

AMJ Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2022, worth a combined $1.87B — up 8.4% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMJ and 13 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $57.6M. The largest seller was Virtu Financial, cutting an estimated $8.07M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $1.87B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2022 and 21 closed out, a net change of -8 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2022 was JP Morgan Chase, an estimated $57.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2022 was Virtu Financial, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2022.