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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $202K | Put options by funds: $67K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $2.24B → $2.54B (+$307M)

3% more funds holding

Funds holding: 173178 (+5)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$165K
Comerica Bank
127
Comerica Bank
Texas
$162K +$157K +6,544 New
CA
128
Clearstead Advisors
Ohio
$155K +$78K +3,261 +108%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$142K
CAS
130
Coppell Advisory Solutions
Texas
$139K +$40.1K +1,675 +36%
TSWM
131
Tyler-Stone Wealth Management
Ohio
$83K -$4.79K -200 -6%
GRP
132
Global Retirement Partners
California
$81.5K +$885 +37 +1%
CHA
133
Carmichael Hill & Associates
Maryland
$80.9K +$120 +5 +0.2%
DAC
134
Dividend Assets Capital
South Carolina
$59K
PTC
135
Private Trust Company
Ohio
$53.8K
PCFFS
136
Pacific Center for Financial Services
California
$48.8K
LF
137
Lee Financial
Texas
$46.2K
MA
138
Montag & Associates
Georgia
$46.1K -$12K -500 -21%
OFG
139
Oxford Financial Group
Indiana
$40.5K
FHA
140
First Horizon Advisors
Tennessee
$40.4K
WT
141
Whittier Trust
California
$34.4K
ACA
142
Aptus Capital Advisors
Alabama
$31.9K -$2.44K -102 -7%
WT
143
Washington Trust
Rhode Island
$28.1K -$1.46K -61 -5%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$26.8K -$6.58K -275 -20%
CT
145
Caldwell Trust
Florida
$26.8K
EWP
146
Elevation Wealth Partners
California
$26.1K
HGERS
147
Householder Group Estate & Retirement Specialist
Arizona
$25.9K +$25.1K +1,049 New
BWAM
148
Boyd Watterson Asset Management
Ohio
$23.3K
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.1K +$22.4K +935 New
CP
150
Castleview Partners
Texas
$21.7K -$1.84K -77 -8%

AMJ Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2023, worth a combined $2.54B — up 14% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.2M. The largest seller was Brighton Jones LLC, cutting an estimated $26.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.54B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2023, up 14% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2023 and 16 closed out, a net change of +6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2023 was JP Morgan Chase, an estimated $67.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2023 was Brighton Jones LLC, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.