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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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289 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 98 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $197M | Put options by funds: $40.4M

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0% less capital invested

Capital invested by funds: $2.19B → $2.19B (-$5.81M)

1% less funds holding

Funds holding: 292 → 289 (-3)

4% less funds holding in top 10

Funds holding in top 10: 26 → 25 (-1)

16% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 116

Holders
289
Holders Change
-3
Holders Change %
-1.03%
% of All Funds
7.71%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.67%
New
28
Increased
98
Reduced
116
Closed
26
Calls
$197M
Puts
$40.4M
Net Calls
+$156M
Net Calls Change
-$174M

Top Buyers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
+$19.6M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$15.1M
3
JP Morgan Chase
JP Morgan Chase
New York
+$11M
4
KeyBank National Association
KeyBank National Association
Ohio
+$7.98M
5
Ameriprise
Ameriprise
Minnesota
+$7.68M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.2M
2
Morgan Stanley
Morgan Stanley
New York
-$13.7M
3
HT
HAP Trading
New York
-$10.8M
4
ST
Spot Trading
Illinois
-$8.76M
5
Goldman Sachs
Goldman Sachs
New York
-$8.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$1.38M -$486K -15,435 -26%
RPG
127
Risk Paradigm Group
Texas
$1.37M -$150K -4,777 -10%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$1.3M +$177K +5,617 +16%
CGT
129
Capital Guardian Trust
California
$1.29M – – –
PWPCM
130
Perella Weinberg Partners Capital Management
New York
$1.29M +$782K +24,857 +155%
HCM
131
Hollencrest Capital Management
California
$1.25M +$969K +30,808 +348%
AWCI
132
Alpine Woods Capital Investors
New York
$1.23M – – –
AR
133
Advisory Research
Illinois
$1.2M +$1.19M +37,955 New
RIA
134
Regal Investment Advisors
Michigan
$1.2M -$55.3K -1,759 -4%
JWM
135
Jacobus Wealth Management
Wisconsin
$1.17M +$10.3K +326 +0.9%
TWMH
136
Tiedemann Wealth Management Holdings
New York
$1.15M +$1.15M +36,581 New
BRM
137
Boston Research & Management
Massachusetts
$1.14M – – –
HCM
138
Hilton Capital Management
New York
$1.06M – – –
HB
139
Homrich & Berg
Georgia
$1.06M -$1.76K -56 -0.2%
ACM
140
Avalon Capital Management
California
$1.03M -$1.12M -35,548 -52%
SG
141
Somerset Group
Minnesota
$1.01M -$236K -7,500 -19%
CFA
142
Carroll Financial Associates
North Carolina
$955K +$107K +3,410 +13%
NR
143
Newfound Research
Massachusetts
$942K +$368K +11,696 +64%
MA
144
Montag & Associates
Georgia
$929K -$1.66M -52,751 -64%
WPP
145
Whalerock Point Partners
Rhode Island
$914K +$913K +29,034 New
ICOA
146
Investment Centers of America
North Dakota
$904K -$1.48K -47 -0.2%
RC
147
Roundview Capital
New Jersey
$901K -$18.9K -600 -2%
PCM
148
Prelude Capital Management
New York
$891K +$765K +24,300 +608%
WT
149
Whittier Trust
California
$884K – – –
CL
150
Choreo LLC
Illinois
$838K +$151K +4,798 +22%
4 5
6
7 8

AMJ Hedge Fund Activity: Q3 2016 in Review

289 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2016, worth a combined $2.19B — down 0.26% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AMJ positions and 26 closed out — a net gain of 2 holders — while 98 added to existing stakes and 116 trimmed.

The largest buyer was Commerce Bank, adding an estimated $19.6M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 289 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2016, down from 292 in Q2 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2016, down 0.26% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2016 and 26 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2016 was Commerce Bank, an estimated $19.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2016 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2016.