We are live on ! Find out more
AMJ

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

Delisted

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

Back to rankings

182 hedge funds and large institutions have $2.63B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,171% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $126K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $1.87B → $2.63B (+$767M)

8% more funds holding

Funds holding: 168 → 182 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
44
Reduced
60
Closed
15
Calls
$2.86M
Puts
$126K
Net Calls
+$2.74M
Net Calls Change
-$265K

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$6.95M
4
EH
Equitable Holdings
New York
+$5.35M
5
Goldman Sachs
Goldman Sachs
New York
+$3.43M

Top Sellers

1
BJL
Brighton Jones LLC
Washington
-$8.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.12M
3
ECG
Edge Capital Group
Georgia
-$4.56M
4
CWM
Congress Wealth Management
Massachusetts
-$1.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
101
Howard Wealth Management
Connecticut
$326K -$40.6K -1,850 -11%
GWM
102
Graybill Wealth Management
Illinois
$315K -$3.4K -155 -1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$309K +$176 +8 +0.1%
IBOK
104
Independence Bank of Kentucky
Kentucky
$305K – – –
RJA
105
Raymond James & Associates
Florida
$295K -$109K -4,958 -27%
BCI
106
Brinker Capital Investments
Pennsylvania
$288K – – –
DT
107
Diversified Trust
Tennessee
$272K – – –
Bank of America
108
Bank of America
North Carolina
$261K – – –
MHI
109
Miller Howard Investments
New York
$245K +$248K +11,286 New
CAN
110
Cetera Advisor Networks
California
$236K +$7.97K +363 +3%
SPC
111
Sigma Planning Corp
Michigan
$234K -$11.8K -537 -5%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$233K +$571 +26 +0.2%
PCMF
113
Private Capital Management (Florida)
Florida
$216K +$218K +9,921 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$214K – – –
LIM
115
Leavell Investment Management
Alabama
$211K +$213K +9,710 New
RJFSA
116
Raymond James Financial Services Advisors
Florida
$211K -$7.77K -354 -4%
AAS
117
Avantax Advisory Services
Texas
$210K +$212K +9,657 New
JFG
118
Jefferies Financial Group
New York
$206K +$208K +9,466 New
FMTC
119
Farmers & Merchants Trust Company
California
$203K +$205K +9,326 New
Kayne Anderson Rudnick Investment Management
120
Kayne Anderson Rudnick Investment Management
California
$179K +$33.5K +1,528 +23%
SPIA
121
Steward Partners Investment Advisory
New York
$164K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$150K -$5.14K -234 -3%
WHG
123
Westwood Holdings Group
Texas
$146K +$147K +6,707 New
PIMG
124
Patriot Investment Management Group
Tennessee
$144K +$136K +6,191 New
CT
125
Caldwell Trust
Florida
$141K – – –
3 4
5
6 7

AMJ Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2022, worth a combined $2.63B — up 41% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AMJ positions and 15 closed out — a net gain of 18 holders — while 44 added to existing stakes and 60 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Brighton Jones LLC, cutting an estimated $8.4M.

  • 182 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.63B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2022, up 41% quarter-over-quarter.
  • 33 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2022 was LPL Financial, an estimated $17.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2022 was Brighton Jones LLC, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2022.