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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
Murphy Capital Management
New Jersey
$1.1M +$243K +8,875 +24%
PAM
127
Peak Asset Management
Colorado
$1.09M -$72.5K -2,648 -5%
LC
128
Lourd Capital
California
$1.09M -$1.15K -42 -0.1%
CONA
129
Capital One National Association
New York
$1.08M -$322K -11,762 -21%
WCM
130
Wealthcare Capital Management
Virginia
$1.08M +$305K +11,146 +33%
IA
131
IFP Advisors
Florida
$1.05M
PFBT
132
Parkside Financial Bank & Trust
Missouri
$1.02M -$2.22M -80,902 -66%
MHI
133
Miller Howard Investments
New York
$1.01M -$19.4M -706,363 -94%
NCM
134
Novare Capital Management
North Carolina
$1M +$11.8K +430 +1%
CBT
135
Capital Bank & Trust
California
$986K
LP
136
LGL Partners
Pennsylvania
$936K -$1.37M -49,978 -56%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$934K
BCM
138
Brookstone Capital Management
Illinois
$908K +$1.04M +37,841 New
AA
139
Advisory Alpha
Michigan
$892K -$729K -26,620 -44%
Citigroup
140
Citigroup
New York
$877K -$298K -10,873 -23%
ABC
141
Associated Banc-Corp
Wisconsin
$875K +$314K +11,451 +46%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$866K +$989K +36,100 New
SCA
143
Salient Capital Advisors
Texas
$862K -$4.13M -150,586 -81%
DMC
144
Drexel Morgan & Co
Pennsylvania
$862K -$85.8K -3,130 -8%
HTC
145
Haverford Trust Company
Pennsylvania
$833K -$41.1M -1,501,361 -98%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$833K -$169K -6,169 -15%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$833K -$33.6K -1,227 -3%
CAM
148
CenterStar Asset Management
Illinois
$833K
PA
149
Planning Alternatives
Michigan
$800K -$1.05M -38,475 -54%
CTA
150
Chesley Taft & Associates
Illinois
$792K -$1.27M -46,175 -58%

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.