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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $2B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $329M | Put options by funds: $16.9M

10% more capital invested

Capital invested by funds: $1.81B → $2B (+$190M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% less funds holding

Funds holding: 292291 (-1)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
291
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
31
Increased
94
Reduced
113
Closed
30
Calls
$329M
Puts
$16.9M
Net Calls
+$312M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
Wealthcare Capital Management
Virginia
$1.25M +$53.9K +2,058 +5%
OAM
127
Occidental Asset Management
California
$1.25M -$31.3K -1,197 -2%
MCM
128
Murphy Capital Management
New Jersey
$1.16M -$57.6K -2,200 -5%
SCA
129
Salient Capital Advisors
Texas
$1.16M +$197K +7,541 +21%
CONA
130
Capital One National Association
New York
$1.14M -$54.7K -2,090 -5%
PAM
131
Peak Asset Management
Colorado
$1.13M -$77.1K -2,945 -6%
CBT
132
Capital Bank & Trust
California
$1.09M
AA
133
Advisory Alpha
Michigan
$1.09M +$50.3K +1,922 +6%
BRM
134
Boston Research & Management
Massachusetts
$1.08M -$168K -6,430 -14%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$1.07M +$217K +8,295 +26%
NCM
136
Novare Capital Management
North Carolina
$1.04M -$64.9K -2,480 -6%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$1.03M
ABC
138
Associated Banc-Corp
Wisconsin
$1.02M +$50K +1,910 +5%
DMC
139
Drexel Morgan & Co
Pennsylvania
$996K +$41.2K +1,575 +4%
IA
140
IFP Advisors
Florida
$991K -$24.3K -927 -2%
KPCM
141
Kings Point Capital Management
New York
$953K +$76.9K +2,940 +9%
JG
142
Jefferies Group
New York
$930K +$333K +12,742 +57%
BC
143
Burleson & Co
California
$912K -$2.39M -91,201 -73%
RIA
144
Regal Investment Advisors
Michigan
$901K -$694K -26,526 -44%
RC
145
Roundview Capital
New Jersey
$867K
FAG
146
Financial Advisory Group
Texas
$858K -$383K -14,619 -31%
RFO
147
RiverGlades Family Offices
Florida
$841K +$13.2K +505 +2%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$833K
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$826K -$95.5K -3,649 -11%
CTA
150
Chesley Taft & Associates
Illinois
$825K -$51.7K -1,974 -6%

AMJ Hedge Fund Activity: Q2 2018 in Review

291 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2018, worth a combined $2B — up 10% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 30 closed out — a net gain of 1 holder — while 94 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Jane Street, cutting an estimated $46.8M.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2018, down from 292 in Q1 2018.
  • Funds reported $2B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2018, up 10% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2018 and 30 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2018 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2018 was Jane Street, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2018.