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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
126
Lee Financial
Texas
$1.54M +$413K +12,634 +36%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$1.5M +$203K +6,210 +15%
WCM
128
Wealthcare Capital Management
Virginia
$1.5M +$998K +30,564 +193%
WC
129
Wexford Capital
Florida
$1.47M +$1.48M +45,400 New
AAA
130
Adams Asset Advisors
Texas
$1.45M -$212K -6,500 -13%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$1.43M
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$1.4M +$1.86K +57 +0.1%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$1.39M -$33.3K -1,020 -2%
Citigroup
134
Citigroup
New York
$1.39M -$10.5M -322,487 -88%
RPG
135
Risk Paradigm Group
Texas
$1.37M +$678K +20,757 +96%
Fiera Capital (Canada)
136
Fiera Capital (Canada)
Quebec, Canada
$1.35M -$6.27M -191,950 -82%
CGT
137
Capital Guardian Trust
California
$1.33M
UCFA
138
United Capital Financial Advisors
Texas
$1.3M -$172K -5,270 -12%
MPM
139
Meritage Portfolio Management
Kansas
$1.27M +$462K +14,145 +57%
AWCI
140
Alpine Woods Capital Investors
New York
$1.26M
WKWM
141
Walter & Keenan Wealth Management
Indiana
$1.22M +$163K +5,000 +15%
BCM
142
Brookstone Capital Management
Illinois
$1.2M -$550K -16,836 -31%
TWMH
143
Tiedemann Wealth Management Holdings
New York
$1.18M
JWM
144
Jacobus Wealth Management
Wisconsin
$1.15M -$24K -735 -2%
BRM
145
Boston Research & Management
Massachusetts
$1.13M +$24.5K +750 +2%
RC
146
Roundview Capital
New Jersey
$1.1M +$97.8K +2,995 +10%
NC
147
NBW Capital
Massachusetts
$1.08M -$143K -4,375 -12%
ICOA
148
Investment Centers of America
North Dakota
$1.07M +$28.2K +864 +3%
IA
149
IFP Advisors
Florida
$1.05M +$83.2K +2,547 +8%
SG
150
Somerset Group
Minnesota
$1.04M

AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.