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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $2B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $329M | Put options by funds: $16.9M

10% more capital invested

Capital invested by funds: $1.81B → $2B (+$190M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% less funds holding

Funds holding: 292291 (-1)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
291
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
31
Increased
94
Reduced
113
Closed
30
Calls
$329M
Puts
$16.9M
Net Calls
+$312M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
151
Alpine Woods Capital Investors
New York
$824K
Lido Advisors
152
Lido Advisors
California
$783K +$32.9K +1,259 +4%
WI
153
Wintrust Investments
Illinois
$771K +$759K +29,000 New
NC
154
NBW Capital
Massachusetts
$759K -$98.2K -3,751 -12%
SG
155
Somerset Group
Minnesota
$748K
CPIG
156
Chicago Partners Investment Group
Illinois
$742K +$13.3K +509 +2%
ACM
157
AlphaStar Capital Management
North Carolina
$736K +$486K +18,555 +203%
WPC
158
Waters Parkerson & Co
Louisiana
$728K +$7.85K +300 +1%
AL
159
Aspiriant LLC
California
$724K -$26.8K -1,025 -4%
LC
160
Lourd Capital
California
$701K -$497K -19,000 -42%
PA
161
Planning Alternatives
Michigan
$688K -$195K -7,433 -22%
SI
162
Stephens Inc
Arkansas
$687K +$5.86K +224 +0.9%
MML Investors Services
163
MML Investors Services
Massachusetts
$659K -$1.33M -50,934 -67%
TC
164
Truvestments Capital
Florida
$646K +$636K +24,298 New
WIC
165
Woodmont Investment Counsel
Tennessee
$643K -$4.84K -185 -0.8%
HTC
166
Haverford Trust Company
Pennsylvania
$640K -$278K -10,610 -31%
HIM
167
Hillsdale Investment Management
Ontario, Canada
$635K
SPC
168
Salient Private Client
Texas
$611K -$1.19M -45,560 -66%
RTS
169
Round Table Services
New Jersey
$577K -$228K -8,700 -29%
LNC
170
Lincoln National Corp
Pennsylvania
$562K +$5.23K +200 +1%
RPG
171
Risk Paradigm Group
Texas
$552K +$25.9K +990 +5%
WDL
172
Well Done LLC
Michigan
$541K +$21.4K +819 +4%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$523K -$26.1K -998 -5%
LFAS
174
Level Four Advisory Services
Texas
$514K +$506K +19,345 New
CFA
175
Carroll Financial Associates
North Carolina
$511K -$44.2K -1,690 -8%

AMJ Hedge Fund Activity: Q2 2018 in Review

291 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2018, worth a combined $2B — up 10% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 30 closed out — a net gain of 1 holder — while 94 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Jane Street, cutting an estimated $46.8M.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2018, down from 292 in Q1 2018.
  • Funds reported $2B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2018, up 10% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2018 and 30 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2018 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2018 was Jane Street, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2018.