JP Morgan Alerian MLP Index ETN 5/24/24
AMJ was delisted on the 21st of May, 2024.
186 hedge funds and large institutions have $2.66B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 67 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
4% more funds holding
Funds holding: 178 → 186 (+8)
5% more capital invested
Capital invested by funds: $2.54B → $2.66B (+$116M)
21% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 67
31% less call options, than puts
Call options by funds: $47K | Put options by funds: $68K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$47.3M |
| 2 |
Morgan Stanley
New York
|
+$24.9M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$4.4M |
| 4 |
VF
Virtu Financial
New York
|
+$3.56M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
-$32.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$2.04M |
| 3 |
LNWTC
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
-$1.79M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.75M |
| 5 |
PAM
Peak Asset Management
Louisville,
Colorado
|
-$1.33M |
AMJ Hedge Fund Activity: Q4 2023 in Review
186 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2023, worth a combined $2.66B — up 4.6% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AMJ positions and 15 closed out — a net gain of 10 holders — while 53 added to existing stakes and 67 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $47.3M. The largest seller was Brighton Jones LLC, cutting an estimated $32.4M.
- 186 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2023, up from 178 in Q3 2023.
- Funds reported $2.66B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2023, up 4.6% quarter-over-quarter.
- 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2023 and 15 closed out, a net change of +10 holders.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2023 was JP Morgan Chase, an estimated $47.3M added.
- The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2023 was Brighton Jones LLC, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2023.