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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

293 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $533M | Put options by funds: $38M

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more capital invested

Capital invested by funds: $2.03B → $2.03B (+$2.42M)

3% less funds holding

Funds holding: 302293 (-9)

17% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 35

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
7.3%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.47%
New
29
Increased
115
Reduced
101
Closed
35
Calls
$533M
Puts
$38M
Net Calls
+$495M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
151
Somerset Group
Minnesota
$912K
RC
152
Roundview Capital
New Jersey
$906K -$66.6K -2,315 -7%
BlackRock
153
BlackRock
New York
$906K +$181K +6,307 +24%
MHI
154
Miller Howard Investments
New York
$903K +$920K +31,999 New
LC
155
Lourd Capital
California
$841K +$949 +33 +0.1%
IA
156
IFP Advisors
Florida
$834K -$15.1K -526 -2%
HIM
157
Hillsdale Investment Management
Ontario, Canada
$804K +$362K +12,600 +79%
SCA
158
Salient Capital Advisors
Texas
$801K -$1.88M -65,328 -70%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$783K -$189K -6,568 -19%
ST
160
Spot Trading
Illinois
$771K -$1.57M -54,424 -67%
RI
161
RPTC Inc
Wyoming
$746K
CPIG
162
Chicago Partners Investment Group
Illinois
$732K +$745K +25,922 New
SI
163
Stephens Inc
Arkansas
$722K +$5.67K +197 +0.8%
ICOA
164
Investment Centers of America
North Dakota
$720K -$45.2K -1,573 -6%
CFA
165
Carroll Financial Associates
North Carolina
$700K +$35.9K +1,250 +5%
AA
166
Apriem Advisors
California
$691K +$187K +6,500 +36%
JWM
167
Jacobus Wealth Management
Wisconsin
$677K -$333K -11,566 -33%
SIAS
168
Shine Investment Advisory Services
Colorado
$662K +$675K +23,475 New
FCIM
169
Fairview Capital Investment Management
California
$660K -$592K -20,600 -47%
MWM
170
Mission Wealth Management
California
$657K -$30.1K -1,046 -4%
NWP
171
Northstar Wealth Partners
Connecticut
$655K -$713K -24,800 -52%
PCM
172
Prelude Capital Management
New York
$653K -$10.9K -380 -2%
WPC
173
Waters Parkerson & Co
Louisiana
$641K +$46.7K +1,625 +8%
HB
174
Homrich & Berg
Georgia
$641K +$317K +11,015 +94%
WPP
175
Whalerock Point Partners
Rhode Island
$635K -$51.8K -1,800 -7%

AMJ Hedge Fund Activity: Q3 2017 in Review

293 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2017, worth a combined $2.03B — up 0.12% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 29 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Fund Evaluation Group, exiting entirely with an estimated $71.2M sold.

  • 293 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2017, down from 302 in Q2 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2017, up 0.12% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2017 and 35 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2017 was JP Morgan Chase, an estimated $109M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2017 was Fund Evaluation Group, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2017.