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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$90K +$63.1K +3,974 +294%
CAAS
127
Capital Asset Advisory Services
Michigan
$89K +$85.3K +5,375 New
M
128
MOTCO
Texas
$71K -$39.7K -2,500 -37%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$58K +$55.6K +3,499 +349,900%
JFGIW
130
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
HIM
131
Hillsdale Investment Management
Ontario, Canada
$44K -$73.3K -4,620 -64%
CWAF
132
Core Wealth Advisors (Florida)
Florida
$44K +$15.4K +973 +58%
GRP
133
Global Retirement Partners
California
$43K -$18.9K -1,190 -31%
WT
134
Washington Trust
Rhode Island
$43K -$14K -880 -26%
CG
135
Cutler Group
California
$42K +$2.89K +182 +8%
DAC
136
Dividend Assets Capital
South Carolina
$40K
MA
137
Montag & Associates
Georgia
$39K
Simplex Trading
138
Simplex Trading
Illinois
$38K -$190K -11,995 -84%
APA
139
American Portfolios Advisors
New York
$37.2K
Citigroup
140
Citigroup
New York
$37K -$925K -58,293 -96%
WTC
141
WhitTier Trust Company
Nevada
$35K -$62.7K -3,951 -65%
PCFFS
142
Pacific Center for Financial Services
California
$33K
CHC
143
City Holding Co
West Virginia
$30K
OIA
144
Optimum Investment Advisors
Illinois
$30K
TWM
145
Tradition Wealth Management
Minnesota
$28K +$159 +10 +0.6%
EW
146
Evoke Wealth
California
$27K -$85.1K -5,361 -77%
WT
147
Whittier Trust
California
$27K
RCA
148
Ranch Capital Advisors
Florida
$26K -$4.76K -300 -16%
First Manhattan
149
First Manhattan
New York
$26K
QCG
150
Quadrant Capital Group
Ohio
$24K -$1.06K -67 -4%

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.