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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 $2.88B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$222M)

10% less funds holding

Funds holding: 186168 (-18)

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $288K

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
51
Reduced
65
Closed
30
Calls
$14K
Puts
$288K
Net Calls
-$274K
Net Calls Change
-$253K
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
126
Carmichael Hill & Associates
Maryland
$56.5K -$25.5K -947 -32%
PCFFS
127
Pacific Center for Financial Services
California
$56.3K
PTC
128
Private Trust Company
Ohio
$56.1K -$5.59K -208 -10%
GRP
129
Global Retirement Partners
California
$50.4K -$45.7K -1,700 -49%
OFG
130
Oxford Financial Group
Indiana
$46.7K
FHA
131
First Horizon Advisors
Tennessee
$46.6K
MRCM
132
M&R Capital Management
New Jersey
$42.7K -$40.3K -1,500 -50%
ACA
133
Aptus Capital Advisors
Alabama
$36.8K
HGERS
134
Householder Group Estate & Retirement Specialist
Arizona
$30.9K +$430 +16 +1%
CT
135
Caldwell Trust
Florida
$30.9K
WT
136
Washington Trust
Rhode Island
$29.5K -$2.74K -102 -9%
LI
137
LRI Investments
Florida
$29.5K +$27.8K +1,034 New
BWAM
138
Boyd Watterson Asset Management
Ohio
$26.9K
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.6K
PH
140
Pinnacle Holdings
Oklahoma
$26.5K
Bank of America
141
Bank of America
North Carolina
$25.7K
CP
142
Castleview Partners
Texas
$25K
MA
143
Montag & Associates
Georgia
$24.7K -$53.8K -2,000 -70%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$21.4K -$3.41K -127 -14%
VNA
145
Valley National Advisers
Pennsylvania
$19K +$269 +10 +1%
WT
146
Whittier Trust
California
$18.3K
EWP
147
Elevation Wealth Partners
California
$17.9K
GWSG
148
GPS Wealth Strategies Group
Colorado
$17.8K
PA
149
Parallel Advisors
California
$17.4K -$1.88K -70 -10%
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.3K

AMJ Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2024, worth a combined $2.88B — up 8.3% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AMJ and 13 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was CIBC Private Wealth Group, cutting an estimated $37.6M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2024, down from 186 in Q4 2023.
  • Funds reported $2.88B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2024 and 30 closed out, a net change of -17 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2024 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2024 was CIBC Private Wealth Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2024.