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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

292 hedge funds and large institutions have $1.81B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 97 increasing their positions, 124 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,897% more call options, than puts

Call options by funds: $313M | Put options by funds: $15.7M

7% less funds holding

Funds holding: 315292 (-23)

8% less capital invested

Capital invested by funds: $1.96B → $1.81B (-$152M)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 124

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

42% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 48

Holders
292
Holders Change
-23
Holders Change %
-7.3%
% of All Funds
6.69%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.39%
New
28
Increased
97
Reduced
124
Closed
48
Calls
$313M
Puts
$15.7M
Net Calls
+$297M
Net Calls Change
-$223M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
151
Kings Point Capital Management
New York
$790K -$92.4K -3,372 -9%
RC
152
Roundview Capital
New Jersey
$783K -$19.9K -725 -2%
NC
153
NBW Capital
Massachusetts
$776K -$226K -8,262 -20%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$762K -$272K -9,932 -24%
RFO
155
RiverGlades Family Offices
Florida
$747K +$853K +31,130 New
AWCI
156
Alpine Woods Capital Investors
New York
$744K
RTS
157
Round Table Services
New Jersey
$729K -$9.17M -334,829 -92%
HB
158
Homrich & Berg
Georgia
$698K +$1.15K +42 +0.1%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$693K +$159K +5,814 +25%
AL
160
Aspiriant LLC
California
$678K +$386K +14,101 +100%
Lido Advisors
161
Lido Advisors
California
$677K +$351K +12,813 +83%
LA
162
LVW Advisors
New York
$675K -$492K -17,950 -39%
SG
163
Somerset Group
Minnesota
$675K -$27.4K -1,000 -3%
CPIG
164
Chicago Partners Investment Group
Illinois
$658K +$198K +7,229 +36%
WPC
165
Waters Parkerson & Co
Louisiana
$650K +$115K +4,200 +18%
SI
166
Stephens Inc
Arkansas
$615K -$4.88K -178 -0.7%
CRC
167
Curi RMB Capital
Illinois
$600K -$9.37M -342,099 -93%
WIC
168
Woodmont Investment Counsel
Tennessee
$585K -$46K -1,680 -6%
HIM
169
Hillsdale Investment Management
Ontario, Canada
$574K -$126K -4,600 -16%
JG
170
Jefferies Group
New York
$534K -$393K -14,342 -39%
LNC
171
Lincoln National Corp
Pennsylvania
$502K -$562K -20,517 -50%
CFA
172
Carroll Financial Associates
North Carolina
$501K +$4.25K +155 +0.7%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$496K -$64.4K -2,350 -10%
RPG
174
Risk Paradigm Group
Texas
$475K +$428K +15,638 +378%
WDL
175
Well Done LLC
Michigan
$469K +$58.8K +2,145 +12%

AMJ Hedge Fund Activity: Q1 2018 in Review

292 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2018, worth a combined $1.81B — down 7.7% from $1.96B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of AMJ and 28 opened new positions — a net loss of 20 holders — while 124 trimmed existing stakes and 97 added.

The largest buyer was JP Morgan Chase, adding an estimated $328M. The largest seller was Morgan Stanley, cutting an estimated $72M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2018, down from 315 in Q4 2017.
  • Funds reported $1.81B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2018, down 7.7% quarter-over-quarter.
  • 28 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2018 and 48 closed out, a net change of -20 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2018 was JP Morgan Chase, an estimated $328M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2018 was Morgan Stanley, an estimated $72M sold.

Based on aggregated 13F filings for Q1 2018.