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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$1.12M -$85.9K -3,166 -7%
RIA
152
Regal Investment Advisors
Michigan
$1.12M +$143K +5,258 +15%
NC
153
NBW Capital
Massachusetts
$1.11M +$61.1K +2,252 +6%
Wolverine Trading
154
Wolverine Trading
Illinois
$1.08M -$7.46M -274,734 -87%
BWM
155
Baystate Wealth Management
Massachusetts
$1.08M +$406K +14,957 +73%
DMC
156
Drexel Morgan & Co
Pennsylvania
$1.07M -$52.8K -1,945 -5%
SB
157
Simmons Bank
Arkansas
$1.07M +$112K +4,124 +12%
T. Rowe Price Associates
158
T. Rowe Price Associates
Maryland
$1.07M -$144K -5,300 -12%
BRM
159
Boston Research & Management
Massachusetts
$1.07M +$8.41K +310 +0.8%
IA
160
IFP Advisors
Florida
$1.05M +$235K +8,662 +29%
RCAG
161
Rehmann Capital Advisory Group
Michigan
$1.03M -$165K -6,076 -14%
MCM
162
Murphy Capital Management
New Jersey
$1.02M -$632K -23,300 -39%
JG
163
Jefferies Group
New York
$1M +$936K +34,500 +1,643%
KPCM
164
Kings Point Capital Management
New York
$997K -$3.93M -144,765 -80%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$988K -$77.4K -2,853 -7%
WCM
166
Wealthcare Capital Management
Virginia
$927K -$249K -9,186 -21%
RC
167
Roundview Capital
New Jersey
$916K +$33.7K +1,240 +4%
RIL
168
Rothschild Investment LLC
Illinois
$912K -$57K -2,100 -6%
AWCI
169
Alpine Woods Capital Investors
New York
$852K -$217K -8,000 -21%
SG
170
Somerset Group
Minnesota
$800K -$86.5K -3,185 -10%
HB
171
Homrich & Berg
Georgia
$798K +$172K +6,343 +28%
HIM
172
Hillsdale Investment Management
Ontario, Canada
$783K
WIC
173
Woodmont Investment Counsel
Tennessee
$716K -$226K -8,326 -24%
CCM
174
Canal Capital Management
Virginia
$716K +$707K +26,058 New
SI
175
Stephens Inc
Arkansas
$708K +$5.81K +214 +0.8%

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.