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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

181 hedge funds and large institutions have $1.62B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $7.97M | Put options by funds: $1.86M

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $1.38B → $1.62B (+$249M)

3% more funds holding

Funds holding: 176181 (+5)

43% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 70

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
3.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
17
Increased
40
Reduced
70
Closed
12
Calls
$7.97M
Puts
$1.86M
Net Calls
+$6.11M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
151
Ranch Capital Advisors
Florida
$20K -$9.96K -535 -34%
US Bancorp
152
US Bancorp
Minnesota
$20K -$354 -19 -2%
BWA
153
BDO Wealth Advisors
Florida
$18K
BWM
154
Baystate Wealth Management
Massachusetts
$16K
ASN
155
Advisory Services Network
Georgia
$16K +$15.1K +810 New
TWP
156
TFO Wealth Partners
Ohio
$15K -$6.98K -375 -33%
JFA
157
JNBA Financial Advisors
Minnesota
$13K +$11.9K +639 New
GWSG
158
GPS Wealth Strategies Group
Colorado
$12K -$4.82K -259 -29%
FHA
159
First Horizon Advisors
Tennessee
$12K
SWM
160
Spire Wealth Management
Virginia
$11K -$12.3K -663 -55%
LF
161
Lee Financial
Texas
$10K -$1.21K -65 -11%
CFGS
162
Concourse Financial Group Securities
Alabama
$9K
DAM
163
Delta Asset Management
Tennessee
$9K
BEI
164
Benjamin Edwards Inc
Missouri
$9K +$149 +8 +2%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$8K
WPEP
166
Walnut Private Equity Partners
Nebraska
$7K
BAM
167
Barrett Asset Management
New York
$7K +$6.76K +363 New
WTC
168
WhitTier Trust Company
Nevada
$6K -$34.7K -1,863 -87%
LWCFA
169
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$4.66K +250 New
CG
170
Cutler Group
California
$3K -$44.5K -2,391 -92%
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
CA
172
Clearstead Advisors
Ohio
$2K
FCB
173
First Command Bank
Texas
$2K
FCFS
174
First Command Financial Services
Texas
$2K
AA
175
AlphaMark Advisors
Kentucky
$1K

AMJ Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2021, worth a combined $1.62B — up 18% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 12 closed out — a net gain of 5 holders — while 40 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Sageworth Trust, cutting an estimated $14.5M.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2021, up from 176 in Q1 2021.
  • Funds reported $1.62B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2021, up 18% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2021 and 12 closed out, a net change of +5 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2021 was JP Morgan Chase, an estimated $11.7M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2021 was Sageworth Trust, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2021.