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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$419K +13,719 +60%
JWM
152
Jacobus Wealth Management
Wisconsin
$1.15M -$24.9K -817 -2%
FM
153
Forward Management
California
$1.11M +$1.08M +35,227 New
LF
154
Lee Financial
Texas
$1.11M +$1.07M +34,981 New
BRM
155
Boston Research & Management
Massachusetts
$1.08M -$63.2K -2,070 -6%
IA
156
IndexIQ Advisors
New York
$1.06M -$691K -22,619 -40%
PCM
157
Prelude Capital Management
New York
$1.06M +$156K +5,100 +18%
WKWM
158
Walter & Keenan Wealth Management
Indiana
$1.03M +$998K +32,700 New
ICOA
159
Investment Centers of America
North Dakota
$1.02M +$111K +3,639 +13%
SG
160
Somerset Group
Minnesota
$1.02M +$6.04K +198 +0.6%
MA
161
Montag & Associates
Georgia
$1.01M +$76.3K +2,500 +8%
CS
162
Credit Suisse
Switzerland
$993K +$449K +14,705 +88%
RC
163
Roundview Capital
New Jersey
$982K +$75.1K +2,460 +9%
IA
164
IFP Advisors
Florida
$948K +$356K +11,656 +64%
RIL
165
Rothschild Investment LLC
Illinois
$947K +$130K +4,250 +17%
DMC
166
Drexel Morgan & Co
Pennsylvania
$921K +$161K +5,280 +22%
HB
167
Homrich & Berg
Georgia
$920K -$140K -4,601 -14%
WPP
168
Whalerock Point Partners
Rhode Island
$916K -$1.99K -65 -0.2%
LC
169
Lourd Capital
California
$887K +$292K +9,556 +52%
CFA
170
Carroll Financial Associates
North Carolina
$834K -$120K -3,919 -13%
LP
171
LGL Partners
Pennsylvania
$799K
SI
172
Stephens Inc
Arkansas
$791K +$5.62K +184 +0.7%
MPM
173
Meritage Portfolio Management
Kansas
$791K +$53.3K +1,745 +7%
FNBT
174
FineMark National Bank & Trust
Florida
$783K -$53.4K -1,749 -7%
FTI
175
Fiduciary Trust International
Massachusetts
$783K +$756K +24,777 New

AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.