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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Prelude Capital Management
New York
$1.04M -$39.2K -1,200 -4%
RIL
152
Rothschild Investment LLC
Illinois
$1.02M +$53.9K +1,650 +6%
SGCA
153
Steel Grove Capital Advisors
Tennessee
$999K -$215K -6,570 -18%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$978K -$204K -6,256 -17%
RIA
155
Regal Investment Advisors
Michigan
$961K -$303K -9,279 -24%
HB
156
Homrich & Berg
Georgia
$949K +$9.05K +277 +1%
RT
157
Rockland Trust
Massachusetts
$949K +$179K +5,474 +23%
ACM
158
Arlington Capital Management
Illinois
$936K -$1.38M -42,346 -59%
EWM
159
Edge Wealth Management
New York
$923K +$306K +9,373 +49%
WPP
160
Whalerock Point Partners
Rhode Island
$921K -$14.7K -450 -2%
FTI
161
Fiduciary Trust International
Massachusetts
$857K +$57.2K +1,750 +7%
LP
162
LGL Partners
Pennsylvania
$823K +$6.53K +200 +0.8%
LC
163
Lourd Capital
California
$821K -$86.6K -2,651 -9%
SI
164
Stephens Inc
Arkansas
$814K +$5.13K +157 +0.6%
PCM
165
Parsons Capital Management
Rhode Island
$801K -$849K -26,005 -51%
MWM
166
Mission Wealth Management
California
$783K +$11.6K +354 +1%
FNBT
167
FineMark National Bank & Trust
Florida
$777K -$24.1K -739 -3%
CFA
168
Carroll Financial Associates
North Carolina
$769K -$84.1K -2,575 -10%
BlackRock
169
BlackRock
New York
$743K +$80.4K +2,461 +12%
WT
170
Whittier Trust
California
$737K -$6.37K -195 -0.8%
TWMP
171
Taylor Wealth Management Partners
Massachusetts
$732K +$208K +6,355 +39%
Lido Advisors
172
Lido Advisors
California
$722K +$170K +5,206 +29%
HCM
173
Harvest Capital Management
New Hampshire
$714K +$10.8K +330 +2%
WB
174
Webster Bank
Connecticut
$695K +$13.3K +408 +2%
WPC
175
Waters Parkerson & Co
Louisiana
$681K +$32.7K +1,000 +5%

AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.