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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
RE
151
RBC Europe
United Kingdom
$22.2K
SWM
152
Spire Wealth Management
Virginia
$20K +$19.2K +1,208 New
TWP
153
TFO Wealth Partners
Ohio
$19K
AF
154
Advisornet Financial
Minnesota
$18K
WP
155
WealthShield Partners
North Carolina
$18K +$17.6K +1,111 New
US Bancorp
156
US Bancorp
Minnesota
$17K +$1.64K +103 +11%
BWA
157
BDO Wealth Advisors
Florida
$16K +$14.9K +936 New
GWSG
158
GPS Wealth Strategies Group
Colorado
$14K +$14.1K +885 New
BWM
159
Baystate Wealth Management
Massachusetts
$13K
FHA
160
First Horizon Advisors
Tennessee
$11K
MF
161
Manchester Financial
California
$11K +$10.8K +681 New
LF
162
Lee Financial
Texas
$10K -$8.67K -546 -48%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$8K
CFGS
164
Concourse Financial Group Securities
Alabama
$8K
BEI
165
Benjamin Edwards Inc
Missouri
$8K +$127 +8 +2%
DAM
166
Delta Asset Management
Tennessee
$7K
WPEP
167
Walnut Private Equity Partners
Nebraska
$6K
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
CA
169
Clearstead Advisors
Ohio
$2K +$1.62K +102 New
OFG
170
Oxford Financial Group
Indiana
$2K +$2.29K +144 New
AA
171
AlphaMark Advisors
Kentucky
$1K -$318 -20 -29%
GWM
172
Geneos Wealth Management
Colorado
$1K
RG
173
Retirement Group
California
$1K
TFO
174
Tarbox Family Office
California
$1K
FCB
175
First Command Bank
Texas
$1K +$1.35K +85 New

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.