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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
126
Berkeley Capital Partners
Georgia
$936K -$16.7K -665 -2%
Renaissance Technologies
127
Renaissance Technologies
New York
$906K +$385K +15,300 +74%
MAU
128
MRA Associates USA
Arizona
$881K -$579K -22,980 -40%
AL
129
Aspiriant LLC
California
$862K -$772K -30,664 -47%
UBS Group
130
UBS Group
Switzerland
$853K -$212K -8,408 -20%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$850K -$305K -12,096 -26%
Lido Advisors
132
Lido Advisors
California
$850K +$86.5K +3,436 +11%
PCM
133
Pointe Capital Management
Michigan
$846K -$41.1K -1,631 -5%
HW
134
Hancock Whitney
Mississippi
$845K -$29.2K -1,161 -3%
RFO
135
RiverGlades Family Offices
Florida
$830K +$101K +3,995 +14%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$820K +$10.3K +408 +1%
CPIG
137
Chicago Partners Investment Group
Illinois
$814K +$13K +516 +2%
PCA
138
Providence Capital Advisors
North Carolina
$795K +$37.3K +1,481 +5%
MPM
139
Meritage Portfolio Management
Kansas
$795K +$62.8K +2,495 +9%
GRP
140
Global Retirement Partners
California
$772K +$168K +6,680 +28%
SWP
141
Stratos Wealth Partners
Ohio
$770K -$426K -16,903 -36%
GBBWRPM
142
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$755K +$757K +30,050 New
CAI
143
Capital Advisors Inc
Oklahoma
$751K +$512K +20,326 +212%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$747K -$1.01K -40 -0.1%
DT
145
Diversified Trust
Tennessee
$743K -$172K -6,834 -19%
LCM
146
Liberty Capital Management
Michigan
$713K +$715K +28,404 New
WI
147
Wintrust Investments
Illinois
$707K +$84.4K +3,350 +14%
BA
148
Bristlecone Advisors
Washington
$699K +$701K +27,850 New
Prudential Financial
149
Prudential Financial
New Jersey
$687K +$62.8K +2,493 +10%
ABC
150
Associated Banc-Corp
Wisconsin
$666K +$10.5K +415 +2%

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.