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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
151
Associated Banc-Corp
Wisconsin
$526K -$94.7K -3,920 -15%
WSFS
152
Wilmington Savings Fund Society
Delaware
$512K -$31.2K -1,290 -6%
WIC
153
Woodmont Investment Counsel
Tennessee
$502K +$9.3K +385 +2%
FEG
154
Fund Evaluation Group
Ohio
$483K
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$480K -$622K -25,754 -55%
NFC
156
Northeast Financial Consultants
Connecticut
$467K +$55.5K +2,300 +26%
SGCA
157
Steel Grove Capital Advisors
Tennessee
$464K -$16.4K -680 -3%
OFG
158
Oxford Financial Group
Indiana
$461K
KFA
159
Kays Financial Advisory
Georgia
$460K +$66.1K +2,736 +16%
MCM
160
Murphy Capital Management
New Jersey
$425K -$7.25K -300 -2%
CA
161
Cetera Advisors
Colorado
$419K +$39.5K +1,637 +10%
HF
162
HRT Financial
New York
$416K +$432K +17,890 New
SWP
163
Strategic Wealth Partners
Ohio
$404K +$451K +18,687 +15%
HTC
164
Haverford Trust Company
Pennsylvania
$401K
RT
165
Rockland Trust
Massachusetts
$384K +$1.35K +56 +0.3%
AAS
166
Avantax Advisory Services
Texas
$356K +$29K +1,202 +9%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$355K -$20.9K -864 -5%
NA
168
NewEdge Advisors
Louisiana
$354K -$11.8K -487 -3%
AWCI
169
Alpine Woods Capital Investors
New York
$349K
WDL
170
Well Done LLC
Michigan
$348K -$9.25K -383 -2%
TI
171
Truepoint Inc
Ohio
$344K +$7.1K +294 +2%
CIAS
172
Capital Investment Advisory Services
North Carolina
$331K +$93.9K +3,888 +38%
CAM
173
Covenant Asset Management
New Jersey
$326K -$12.1K -500 -3%
SPC
174
Sigma Planning Corp
Michigan
$320K -$124K -5,118 -27%
FHA
175
First Horizon Advisors
Tennessee
$319K

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.