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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

174 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.63B → $2.82B (+$190M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 182174 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

84% less call options, than puts

Call options by funds: $942K | Put options by funds: $6.05M

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
52
Reduced
68
Closed
27
Calls
$942K
Puts
$6.05M
Net Calls
-$5.11M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
101
Essex Financial Services
Connecticut
$280K -$67.2K -2,978 -19%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$272K +$277K +12,260 New
Bank of America
103
Bank of America
North Carolina
$267K
Jane Street
104
Jane Street
New York
$254K -$1.66M -73,392 -87%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$241K +$89.7K +3,975 +58%
CAM
106
Covenant Asset Management
New Jersey
$239K -$150K -6,666 -38%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$239K +$632 +28 +0.3%
SPC
108
Sigma Planning Corp
Michigan
$238K
FMTC
109
Farmers & Merchants Trust Company
California
$231K +$24.7K +1,093 +12%
MHI
110
Miller Howard Investments
New York
$229K -$22.2K -983 -9%
CAN
111
Cetera Advisor Networks
California
$225K -$16K -707 -7%
BCI
112
Brinker Capital Investments
Pennsylvania
$224K -$71K -3,145 -24%
OPS
113
Orion Portfolio Solutions
Nebraska
$224K +$228K +10,102 New
AAS
114
Avantax Advisory Services
Texas
$219K +$4.67K +207 +2%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$219K
PCMF
116
Private Capital Management (Florida)
Florida
$218K -$1.85K -82 -0.8%
LIM
117
Leavell Investment Management
Alabama
$215K
JFG
118
Jefferies Financial Group
New York
$210K
SWP
119
Strategic Wealth Partners
Ohio
$202K +$206K +9,123 New
HTC
120
Haverford Trust Company
Pennsylvania
$202K +$205K +9,100 New
Millennium Management
121
Millennium Management
New York
$201K +$204K +9,037 New
SPIA
122
Steward Partners Investment Advisory
New York
$200K +$33.9K +1,500 +20%
PCM
123
Pointe Capital Management
Michigan
$196K +$200K +8,850 New
CA
124
Clearstead Advisors
Ohio
$178K +$80.3K +3,559 +80%
Kayne Anderson Rudnick Investment Management
125
Kayne Anderson Rudnick Investment Management
California
$148K -$34.5K -1,528 -19%

AMJ Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2023, worth a combined $2.82B — up 7.2% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMJ and 21 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was JP Morgan Chase, adding an estimated $94.4M. The largest seller was Brighton Jones LLC, cutting an estimated $47.5M.

  • 174 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2023, down from 182 in Q4 2022.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2023 and 27 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2023 was JP Morgan Chase, an estimated $94.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2023 was Brighton Jones LLC, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2023.