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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
151
Stephens Inc
Arkansas
$659K -$7.33K -291 -1%
NR
152
Newfound Research
Massachusetts
$625K -$714K -28,360 -53%
T. Rowe Price Associates
153
T. Rowe Price Associates
Maryland
$593K -$126K -5,000 -17%
SFG
154
Sage Financial Group
Pennsylvania
$590K
WSFS
155
Wilmington Savings Fund Society
Delaware
$585K -$18.9K -750 -3%
CTA
156
Chesley Taft & Associates
Illinois
$584K -$22.9K -910 -4%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$551K -$280K -11,135 -34%
BEI
158
Benjamin Edwards Inc
Missouri
$548K +$448K +17,790 +439%
WIC
159
Woodmont Investment Counsel
Tennessee
$532K -$40.2K -1,597 -7%
LC
160
Lourd Capital
California
$528K
FEG
161
Fund Evaluation Group
Ohio
$522K +$523K +20,775 New
SGCA
162
Steel Grove Capital Advisors
Tennessee
$518K -$1.02M -40,572 -66%
Toronto Dominion Bank
163
Toronto Dominion Bank
Ontario, Canada
$507K +$971K +38,544 New
OFG
164
Oxford Financial Group
Indiana
$498K -$348K -13,824 -41%
SPC
165
Sigma Planning Corp
Michigan
$474K +$476K +18,886 New
MCM
166
Murphy Capital Management
New Jersey
$466K -$154K -6,100 -25%
M
167
MOTCO
Texas
$464K -$121K -4,803 -21%
JF
168
JSF Financial
California
$460K -$76 -3 -0%
CFA
169
Carroll Financial Associates
North Carolina
$455K
DMC
170
Drexel Morgan & Co
Pennsylvania
$435K
HTC
171
Haverford Trust Company
Pennsylvania
$433K -$30.2K -1,200 -7%
KFA
172
Kays Financial Advisory
Georgia
$428K +$26.3K +1,043 +7%
RC
173
RegentAtlantic Capital
New Jersey
$421K -$167K -6,629 -28%
RT
174
Rockland Trust
Massachusetts
$419K -$37.4K -1,485 -8%
CA
175
Cetera Advisors
Colorado
$411K -$3.2K -127 -0.8%

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.