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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$1.73M +$210K +6,888 +14%
NCM
127
Noesis Capital Mangement
Florida
$1.72M -$7.17K -235 -0.4%
BCM
128
Brookstone Capital Management
Illinois
$1.71M +$1.03M +33,798 +167%
ACP
129
Arcus Capital Partners
Georgia
$1.68M +$24.9K +815 +2%
FCIM
130
Fairview Capital Investment Management
California
$1.68M -$38.2K -1,250 -2%
AAA
131
Adams Asset Advisors
Texas
$1.62M +$10.4K +340 +0.7%
OAM
132
Occidental Asset Management
California
$1.62M +$115K +3,761 +8%
PCM
133
Parsons Capital Management
Rhode Island
$1.61M +$855K +28,011 +123%
PAM
134
Peak Asset Management
Colorado
$1.57M +$48.8K +1,599 +3%
MCM
135
Murphy Capital Management
New Jersey
$1.56M -$128K -4,177 -8%
UCFA
136
United Capital Financial Advisors
Texas
$1.44M -$603K -19,741 -30%
GA
137
Greytown Advisors
Florida
$1.42M +$1.37M +44,991 New
LTFS
138
Ladenburg Thalmann Financial Services
Florida
$1.4M -$92.9K -3,042 -6%
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$1.4M
HCM
140
Hilton Capital Management
New York
$1.39M
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$1.37M -$117K -3,844 -8%
CGT
142
Capital Guardian Trust
California
$1.3M
RCAG
143
Rehmann Capital Advisory Group
Michigan
$1.27M -$27.4K -899 -2%
CWM
144
Calamos Wealth Management
Illinois
$1.26M +$940K +30,790 +338%
RIA
145
Regal Investment Advisors
Michigan
$1.23M +$33.7K +1,103 +3%
AWCI
146
Alpine Woods Capital Investors
New York
$1.23M
NC
147
NBW Capital
Massachusetts
$1.19M -$470K -15,391 -29%
SGCA
148
Steel Grove Capital Advisors
Tennessee
$1.19M +$566K +18,539 +98%
TWMH
149
Tiedemann Wealth Management Holdings
New York
$1.16M
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$1.16M -$225K -7,358 -17%

AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.