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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

168 hedge funds and large institutions have $1.87B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 58 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,025% more call options, than puts

Call options by funds: $3M | Put options by funds: $4K

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.72B → $1.87B (+$145M)

6% less funds holding

Funds holding: 178168 (-10)

17% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 58

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
13
Increased
48
Reduced
58
Closed
21
Calls
$3M
Puts
$4K
Net Calls
+$3M
Net Calls Change
-$2.34M
Name Holding Trade Value Shares
Change
Change in
Stake
DAC
126
Dividend Assets Capital
South Carolina
$48K
MA
127
Montag & Associates
Georgia
$47K
APA
128
American Portfolios Advisors
New York
$44.9K
PCFFS
129
Pacific Center for Financial Services
California
$40K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$35K +$12.3K +590 +52%
FHA
131
First Horizon Advisors
Tennessee
$33K
First Manhattan
132
First Manhattan
New York
$32K
OPW
133
Oxler Private Wealth
New York
$29.4K +$6.34K +303 New
WT
134
Whittier Trust
California
$28K
WT
135
Washington Trust
Rhode Island
$27K
JFGIW
136
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K
WFA
137
Wipfli Financial Advisors
Wisconsin
$25K +$26.4K +1,260 New
ACA
138
Aptus Capital Advisors
Alabama
$21K +$22.3K +1,066 New
AWM
139
Activest Wealth Management
Florida
$20K +$22.8K +1,090 New
CP
140
Castleview Partners
Texas
$19K +$19.6K +938 +5,863%
BCMLT
141
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
PH
142
Pinnacle Holdings
Oklahoma
$16.4K -$6.43K -307 -27%
HIM
143
Hillsdale Investment Management
Ontario, Canada
$16K -$9.42K -450 -36%
BWM
144
Baystate Wealth Management
Massachusetts
$16K
GWSG
145
GPS Wealth Strategies Group
Colorado
$13K
JFA
146
JNBA Financial Advisors
Minnesota
$13K
BFEC
147
Benjamin F. Edwards & Company
Missouri
$12K
TWP
148
TFO Wealth Partners
Ohio
$12K
TWM
149
Tradition Wealth Management
Minnesota
$12K +$209 +10 +2%
RIA
150
Realta Investment Advisors
Delaware
$12K +$12.6K +600 New

AMJ Hedge Fund Activity: Q3 2022 in Review

168 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2022, worth a combined $1.87B — up 8.4% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMJ and 13 opened new positions — a net loss of 8 holders — while 58 trimmed existing stakes and 48 added.

The largest buyer was JP Morgan Chase, adding an estimated $57.6M. The largest seller was Virtu Financial, cutting an estimated $8.07M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2022, down from 178 in Q2 2022.
  • Funds reported $1.87B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2022 and 21 closed out, a net change of -8 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2022 was JP Morgan Chase, an estimated $57.6M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2022 was Virtu Financial, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2022.