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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 $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $202K | Put options by funds: $67K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $2.24B → $2.54B (+$307M)

3% more funds holding

Funds holding: 173178 (+5)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$295K -$15K -627 -5%
GWM
102
Graybill Wealth Management
Illinois
$285K -$21.2K -884 -7%
CAM
103
Covenant Asset Management
New Jersey
$281K +$14.7K +613 +6%
HWM
104
Howard Wealth Management
Connecticut
$268K
Bank of America
105
Bank of America
North Carolina
$265K
BCI
106
Brinker Capital Investments
Pennsylvania
$264K +$6.1K +255 +2%
OPS
107
Orion Portfolio Solutions
Nebraska
$264K +$6.1K +255 +2%
IAA
108
Independent Advisor Alliance
North Carolina
$262K +$254K +10,596 New
SPC
109
Sigma Planning Corp
Michigan
$261K -$4.38K -183 -2%
FMTC
110
Farmers & Merchants Trust Company
California
$257K
CAN
111
Cetera Advisor Networks
California
$252K +$1.27K +53 +0.5%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$252K -$115K -4,816 -32%
Lido Advisors
113
Lido Advisors
California
$252K -$164K -6,852 -40%
AIP
114
Almanack Investment Partners
Pennsylvania
$250K +$242K +10,132 New
AAS
115
Avantax Advisory Services
Texas
$242K -$1.53K -64 -0.6%
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$231K +$694 +29 +0.3%
SWP
117
Strategic Wealth Partners
Ohio
$231K
LIM
118
Leavell Investment Management
Alabama
$225K
HTC
119
Haverford Trust Company
Pennsylvania
$225K
PCMF
120
Private Capital Management (Florida)
Florida
$220K
FIA
121
Foundations Investment Advisors
Arizona
$215K +$209K +8,718 New
SFA
122
Sequoia Financial Advisors
Ohio
$205K +$199K +8,319 New
WPC
123
Waters Parkerson & Co
Louisiana
$204K +$197K +8,250 New
AWM
124
Axxcess Wealth Management
California
$204K +$198K +8,255 New
JIP
125
Jaffetilchin Investment Partners
Florida
$201K +$195K +8,150 New

AMJ Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2023, worth a combined $2.54B — up 14% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.2M. The largest seller was Brighton Jones LLC, cutting an estimated $26.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.54B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2023, up 14% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2023 and 16 closed out, a net change of +6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2023 was JP Morgan Chase, an estimated $67.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2023 was Brighton Jones LLC, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.