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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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178 hedge funds and large institutions have $1.72B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

346% more call options, than puts

Call options by funds: $6.88M | Put options by funds: $1.54M

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

0% more funds holding

Funds holding: 178 → 178 (0)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

7% less capital invested

Capital invested by funds: $1.86B → $1.72B (-$139M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
178
Holders Change
–
Holders Change %
0%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
50
Reduced
53
Closed
17
Calls
$6.88M
Puts
$1.54M
Net Calls
+$5.34M
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$24.4M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$10.9M
3
Morgan Stanley
Morgan Stanley
New York
+$10.9M
4
VF
Virtu Financial
New York
+$8.6M
5
FFG
Fortem Financial Group
California
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
ECM
Evergreen Capital Management
Washington
-$7.28M
2
RBC
Rye Brook Capital
Connecticut
-$5.72M
3
ECG
Edge Capital Group
Georgia
-$4.77M
4
Wolverine Trading
Wolverine Trading
Illinois
-$3.52M
5
ASI
Advisory Services & Investments
Oregon
-$2.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
126
SeaCrest Wealth Management
New York
$83K +$92.6K +4,399 New
HNB
127
Huntington National Bank
Ohio
$74K – – –
CHA
128
Carmichael Hill & Associates
Maryland
$73K +$232 +11 +0.3%
TSWM
129
Tyler-Stone Wealth Management
Ohio
$73K +$253 +12 +0.3%
TA
130
Tectonic Advisors
Texas
$72K – – –
GRP
131
Global Retirement Partners
California
$72K +$842 +40 +1%
DWP
132
Destiny Wealth Partners
Florida
$63K +$69.7K +3,308 New
MFA
133
Morling Financial Advisors
California
$57K – – –
DAC
134
Dividend Assets Capital
South Carolina
$46K – – –
MA
135
Montag & Associates
Georgia
$45K – – –
APA
136
American Portfolios Advisors
New York
$42.5K – – –
CA
137
Clearstead Advisors
Ohio
$37K – – –
PCFFS
138
Pacific Center for Financial Services
California
$37K – – –
CWAF
139
Core Wealth Advisors (Florida)
Florida
$32K – – –
FHA
140
First Horizon Advisors
Tennessee
$31K – – –
OFG
141
Oxford Financial Group
Indiana
$31K +$34.5K +1,639 New
First Manhattan
142
First Manhattan
New York
$30K – – –
PFS
143
Prospera Financial Services
Texas
$26K – – –
WT
144
Washington Trust
Rhode Island
$26K – – –
WT
145
Whittier Trust
California
$26K – – –
HIM
146
Hillsdale Investment Management
Ontario, Canada
$24K -$26.3K -1,250 -50%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$22K +$821 +39 +4%
PH
148
Pinnacle Holdings
Oklahoma
$21.3K +$23.7K +1,126 New
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K – – –
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K – – –
4 5
6
7 8

AMJ Hedge Fund Activity: Q2 2022 in Review

178 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2022, worth a combined $1.72B — down 7.5% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new AMJ positions and 17 closed out — a net gain of 2 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $24.4M. The largest seller was Evergreen Capital Management, cutting an estimated $7.28M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $1.72B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2022, down 7.5% quarter-over-quarter.
  • 19 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2022 was JP Morgan Chase, an estimated $24.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2022 was Evergreen Capital Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q2 2022.