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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

174 hedge funds and large institutions have $2.82B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 68 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $2.63B → $2.82B (+$190M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 182174 (-8)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

24% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 68

84% less call options, than puts

Call options by funds: $942K | Put options by funds: $6.05M

Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
21
Increased
52
Reduced
68
Closed
27
Calls
$942K
Puts
$6.05M
Net Calls
-$5.11M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
126
Caldwell Trust
Florida
$144K
AP
127
Arlington Partners
Alabama
$124K
BAM
128
Belpointe Asset Management
Nevada
$122K -$3.12K -138 -2%
CHA
129
Carmichael Hill & Associates
Maryland
$74.8K +$113 +5 +0.1%
GRP
130
Global Retirement Partners
California
$73.7K +$835 +37 +1%
MFA
131
Morling Financial Advisors
California
$66.2K
PTC
132
Private Trust Company
Ohio
$55K -$3.41K -151 -6%
MA
133
Montag & Associates
Georgia
$52.5K
DAC
134
Dividend Assets Capital
South Carolina
$52K
PCFFS
135
Pacific Center for Financial Services
California
$43.8K +$44.6K +1,975 New
LF
136
Lee Financial
Texas
$41.5K
RI
137
Ridgewood Investments
New Jersey
$40K +$40.7K +1,803 New
OFG
138
Oxford Financial Group
Indiana
$36.4K +$37K +1,639 New
FHA
139
First Horizon Advisors
Tennessee
$36.3K
HGERS
140
Householder Group Estate & Retirement Specialist
Arizona
$36K -$46.1K -2,040 -56%
First Manhattan
141
First Manhattan
New York
$35.5K
WT
142
Whittier Trust
California
$30.9K
WT
143
Washington Trust
Rhode Island
$28.8K -$1.13K -50 -4%
ACA
144
Aptus Capital Advisors
Alabama
$25.9K +$2.3K +102 +10%
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.9K
EWP
146
Elevation Wealth Partners
California
$23.5K +$23.9K +1,058 New
CP
147
Castleview Partners
Texas
$21.2K
BWAM
148
Boyd Watterson Asset Management
Ohio
$20.9K
PH
149
Pinnacle Holdings
Oklahoma
$18.2K -$35.2K -1,560 -66%
PA
150
Parallel Advisors
California
$15.1K -$32.1K -1,420 -68%

AMJ Hedge Fund Activity: Q1 2023 in Review

174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2023, worth a combined $2.82B — up 7.2% from $2.63B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of AMJ and 21 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 52 added.

The largest buyer was JP Morgan Chase, adding an estimated $94.4M. The largest seller was Brighton Jones LLC, cutting an estimated $47.5M.

  • 174 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2023, down from 182 in Q4 2022.
  • Funds reported $2.82B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2023, up 7.2% quarter-over-quarter.
  • 21 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2023 and 27 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2023 was JP Morgan Chase, an estimated $94.4M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2023 was Brighton Jones LLC, an estimated $47.5M sold.

Based on aggregated 13F filings for Q1 2023.