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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

181 hedge funds and large institutions have $1.62B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $1.86M

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$249M)

3% more funds holding

Funds holding: 176181 (+5)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
40
Reduced
70
Closed
12
Calls
$7.97M
Puts
$1.86M
Net Calls
+$6.11M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
126
Carmichael Hill & Associates
Maryland
$94K -$18.4K -989 -17%
SPIA
127
Steward Partners Investment Advisory
New York
$84K
Kayne Anderson Rudnick Investment Management
128
Kayne Anderson Rudnick Investment Management
California
$66K -$55.2K -2,962 -47%
JFGIW
129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K
HIM
130
Hillsdale Investment Management
Ontario, Canada
$52K
GRP
131
Global Retirement Partners
California
$52K +$428 +23 +0.9%
CWAF
132
Core Wealth Advisors (Florida)
Florida
$48K -$3.72K -200 -8%
DAC
133
Dividend Assets Capital
South Carolina
$47K
MA
134
Montag & Associates
Georgia
$46K
APA
135
American Portfolios Advisors
New York
$44K
PCFFS
136
Pacific Center for Financial Services
California
$39K
TWM
137
Tradition Wealth Management
Minnesota
$34K +$168 +9 +0.5%
EW
138
Evoke Wealth
California
$32K
WT
139
Whittier Trust
California
$32K
First Manhattan
140
First Manhattan
New York
$31K
S
141
SignatureFD
Georgia
$29K +$27.9K +1,501 New
OIA
142
Optimum Investment Advisors
Illinois
$28K -$7.45K -400 -22%
RE
143
RBC Europe
United Kingdom
$26.3K
WT
144
Washington Trust
Rhode Island
$26K -$22.7K -1,221 -48%
CHC
145
City Holding Co
West Virginia
$26K -$9.31K -500 -28%
M
146
MOTCO
Texas
$24K -$57.7K -3,099 -72%
QCG
147
Quadrant Capital Group
Ohio
$24K -$4.56K -245 -17%
PH
148
Pinnacle Holdings
Oklahoma
$23.6K +$22.3K +1,199 New
AF
149
Advisornet Financial
Minnesota
$22K
WP
150
WealthShield Partners
North Carolina
$22K +$19 +1 +0.1%

AMJ Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2021, worth a combined $1.62B — up 18% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Sageworth Trust, cutting an estimated $14.5M.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2021, up from 176 in Q1 2021.
  • Funds reported $1.62B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2021, up 18% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2021 and 12 closed out, a net change of +5 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2021 was JP Morgan Chase, an estimated $11.7M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2021 was Sageworth Trust, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2021.