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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 $2.88B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$222M)

10% less funds holding

Funds holding: 186 → 168 (-18)

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $288K

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
51
Reduced
65
Closed
30
Calls
$14K
Puts
$288K
Net Calls
-$274K
Net Calls Change
-$253K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$121M
2
CJFS
Coulter & Justus Financial Services
Tennessee
+$6.71M
3
Ameriprise
Ameriprise
Minnesota
+$2.59M
4
VF
Virtu Financial
New York
+$2.39M
5
KeyBank National Association
KeyBank National Association
Ohio
+$2.29M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$37.6M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
ECM
Evergreen Capital Management
Washington
-$11.6M
4
FFG
Fortem Financial Group
California
-$9.36M
5
OPCM
Osborne Partners Capital Management
California
-$9.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$279K – – –
HTC
102
Haverford Trust Company
Pennsylvania
$259K – – –
MA
103
Mutual Advisors
Nebraska
$258K +$24.6K +914 +11%
AI
104
AXS Investments
New York
$256K +$242K +9,000 New
SWP
105
Strategic Wealth Partners
Ohio
$250K -$2.69K -100 -1%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$237K +$221K +8,219 +7,903%
SFA
107
Sequoia Financial Advisors
Ohio
$237K -$1.45K -54 -0.6%
JFG
108
Jefferies Financial Group
New York
$236K +$223K +8,291 New
WPC
109
Waters Parkerson & Co
Louisiana
$235K – – –
PCMF
110
Private Capital Management (Florida)
Florida
$234K -$2.2K -82 -1%
JIP
111
Jaffetilchin Investment Partners
Florida
$232K – – –
CAAS
112
Capital Asset Advisory Services
Michigan
$227K – – –
AWM
113
Axxcess Wealth Management
California
$226K – – –
IAN
114
Integrated Advisors Network
Texas
$222K +$209K +7,779 New
P
115
&Partners
Tennessee
$201K +$189K +7,038 New
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$190K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$186K +$121K +4,483 +218%
Comerica Bank
118
Comerica Bank
Texas
$183K -$6.34K -236 -4%
UBS Group
119
UBS Group
Switzerland
$160K +$149K +5,557 +8,683%
AT
120
Arlington Trust
Alabama
$160K – – –
WIC
121
Woodmont Investment Counsel
Tennessee
$104K +$97.9K +3,642 New
CA
122
Clearstead Advisors
Ohio
$87.6K +$753 +28 +0.9%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$70.1K +$28.8K +1,070 +77%
SIS
124
Sound Income Strategies
Florida
$63.8K -$32.6K -1,213 -35%
TSWM
125
Tyler-Stone Wealth Management
Ohio
$63.2K -$31.1K -1,158 -34%
3 4
5
6 7

AMJ Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2024, worth a combined $2.88B — up 8.3% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AMJ and 13 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was CIBC Private Wealth Group, cutting an estimated $37.6M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2024, down from 186 in Q4 2023.
  • Funds reported $2.88B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2024 and 30 closed out, a net change of -17 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2024 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2024 was CIBC Private Wealth Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2024.