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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

302 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,752% more call options, than puts

Call options by funds: $406M | Put options by funds: $21.9M

22% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 99

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 307302 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

7% less capital invested

Capital invested by funds: $2.19B → $2.03B (-$158M)

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
7.53%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.6%
New
32
Increased
121
Reduced
99
Closed
35
Calls
$406M
Puts
$21.9M
Net Calls
+$384M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
DT
126
Diversified Trust
Tennessee
$1.5M -$68.9K -2,241 -4%
WCM
127
Wealthcare Capital Management
Virginia
$1.44M +$67.9K +2,211 +5%
LF
128
Lee Financial
Texas
$1.41M +$184 +6 +0%
NWP
129
Northstar Wealth Partners
Connecticut
$1.41M -$324K -10,556 -18%
AAA
130
Adams Asset Advisors
Texas
$1.38M +$55.2K +1,797 +4%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$1.36M +$78K +2,538 +6%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$1.36M +$71.9K +2,341 +5%
RCAG
133
Rehmann Capital Advisory Group
Michigan
$1.35M -$32.1K -1,046 -2%
T. Rowe Price Associates
134
T. Rowe Price Associates
Maryland
$1.31M
FCIM
135
Fairview Capital Investment Management
California
$1.31M -$197K -6,400 -13%
Creative Planning
136
Creative Planning
Kansas
$1.3M -$312K -10,156 -19%
ACP
137
Arcus Capital Partners
Georgia
$1.28M -$330K -10,736 -20%
CBT
138
Capital Bank & Trust
California
$1.22M +$1.26M +41,100 New
NCM
139
Novare Capital Management
North Carolina
$1.22M +$951K +30,945 +305%
RPG
140
Risk Paradigm Group
Texas
$1.19M -$72.6K -2,363 -6%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$1.17M -$1.37M -44,600 -53%
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$1.16M +$1.05M +34,212 +685%
AWCI
143
Alpine Woods Capital Investors
New York
$1.16M
NFG
144
NewFocus Financial Group
Washington
$1.15M +$967K +31,478 +434%
RT
145
Rockland Trust
Massachusetts
$1.14M +$273K +8,897 +30%
BRM
146
Boston Research & Management
Massachusetts
$1.08M +$43.6K +1,420 +4%
JWM
147
Jacobus Wealth Management
Wisconsin
$1.06M
Barclays
148
Barclays
United Kingdom
$1.05M +$1.09M +35,500 New
UCFA
149
United Capital Financial Advisors
Texas
$1.04M -$166K -5,399 -13%
RC
150
Roundview Capital
New Jersey
$1.02M +$10.8K +350 +1%

AMJ Hedge Fund Activity: Q2 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2017, worth a combined $2.03B — down 7.2% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 32 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 121 added.

The largest buyer was Brighton Jones LLC, opening a new position worth an estimated $81.9M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 302 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2017, down from 307 in Q1 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2017 was Brighton Jones LLC, an estimated $81.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2017 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2017.