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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $1.86B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

711% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $751K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $1.6B → $1.86B (+$258M)

7% less funds holding

Funds holding: 192178 (-14)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
40
Reduced
72
Closed
28
Calls
$6.09M
Puts
$751K
Net Calls
+$5.34M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Baystate Wealth Management
Massachusetts
$17K
MCC
152
Money Concepts Capital
Florida
$17K +$16.5K +824 New
CWM
153
Curi Wealth Management
North Carolina
$14K -$177K -8,833 -93%
S
154
SignatureFD
Georgia
$13K -$14.5K -723 -54%
TWP
155
TFO Wealth Partners
Ohio
$13K -$3.41K -170 -22%
GWSG
156
GPS Wealth Strategies Group
Colorado
$13K
JFA
157
JNBA Financial Advisors
Minnesota
$13K
TWM
158
Tradition Wealth Management
Minnesota
$12K -$21.4K -1,066 -65%
US Bancorp
159
US Bancorp
Minnesota
$12K -$3.9K -194 -26%
QC
160
Quent Capital
New York
$10K +$10.1K +501 New
LF
161
Lee Financial
Texas
$8K -$3.27K -163 -31%
OIA
162
Optimum Investment Advisors
Illinois
$8K
BLC
163
Brown, Lisle/Cummings
Rhode Island
$7.32K
TRCT
164
Tower Research Capital (TRC)
New York
$7K -$1.79K -89 -20%
AF
165
Advisornet Financial
Minnesota
$7K
WPEP
166
Walnut Private Equity Partners
Nebraska
$7K
QCG
167
Quadrant Capital Group
Ohio
$6K -$4.02K -200 -41%
LWCFA
168
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K
HBW
169
Hazlett, Burt & Watson
West Virginia
$6K +$5.32K +265 New
CFGS
170
Concourse Financial Group Securities
Alabama
$4K -$5.34K -266 -55%
FAG
171
Fortitude Advisory Group
Washington
$3K
SWM
172
Spire Wealth Management
Virginia
$2K -$5.42K -270 -73%
WTC
173
WhitTier Trust Company
Nevada
$2K
AA
174
AlphaMark Advisors
Kentucky
$1K
Barclays
175
Barclays
United Kingdom
$1K

AMJ Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2022, worth a combined $1.86B — up 16% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AMJ and 17 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 40 added.

The largest buyer was JP Morgan Chase, adding an estimated $12M. The largest seller was Evergreen Capital Management, cutting an estimated $14.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2022, down from 192 in Q4 2021.
  • Funds reported $1.86B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2022, up 16% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2022 and 28 closed out, a net change of -11 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2022 was JP Morgan Chase, an estimated $12M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2022 was Evergreen Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2022.