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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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182 hedge funds and large institutions have $2.63B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,171% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $126K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $1.87B → $2.63B (+$767M)

8% more funds holding

Funds holding: 168 → 182 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
44
Reduced
60
Closed
15
Calls
$2.86M
Puts
$126K
Net Calls
+$2.74M
Net Calls Change
-$265K

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$6.95M
4
EH
Equitable Holdings
New York
+$5.35M
5
Goldman Sachs
Goldman Sachs
New York
+$3.43M

Top Sellers

1
BJL
Brighton Jones LLC
Washington
-$8.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.12M
3
ECG
Edge Capital Group
Georgia
-$4.56M
4
CWM
Congress Wealth Management
Massachusetts
-$1.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
151
First Manhattan
New York
$34.8K – – –
UBS Group
152
UBS Group
Switzerland
$33.6K +$33.9K +1,543 New
WT
153
Whittier Trust
California
$30.3K – – –
WT
154
Washington Trust
Rhode Island
$29.3K – – –
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23.4K – – –
ACA
156
Aptus Capital Advisors
Alabama
$23.2K – – –
CP
157
Castleview Partners
Texas
$20.7K – – –
BWAM
158
Boyd Watterson Asset Management
Ohio
$20.5K +$20.7K +943 New
AWM
159
Activest Wealth Management
Florida
$20.3K – – –
MCC
160
Money Concepts Capital
Florida
$17.9K +$18.1K +824 New
HIM
161
Hillsdale Investment Management
Ontario, Canada
$17.4K – – –
RIA
162
Realta Investment Advisors
Delaware
$13.1K – – –
TWM
163
Tradition Wealth Management
Minnesota
$13K +$220 +10 +2%
JFA
164
JNBA Financial Advisors
Minnesota
$12.9K -$1.01K -46 -7%
TRCT
165
Tower Research Capital (TRC)
New York
$12K +$2.06K +94 +21%
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K -$10.3K -467 -50%
CT
167
Clearstead Trust
Maine
$9K – – –
KFI
168
Key Financial Inc
Pennsylvania
$8.91K – – –
MWM
169
MinichMacGregor Wealth Management
New York
$8.7K +$8.78K +400 New
WPEP
170
Walnut Private Equity Partners
Nebraska
$7.5K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$4.68K – – –
FCA
172
Fortis Capital Advisors
Kansas
$4.35K +$4.39K +200 New
HCM
173
Hollencrest Capital Management
California
$4.05K +$4.08K +186 New
US Bancorp
174
US Bancorp
Minnesota
$3.98K – – –
HT
175
Headlands Technologies
Illinois
$2K +$1.87K +85 New
4 5 6
7
8

AMJ Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2022, worth a combined $2.63B — up 41% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AMJ positions and 15 closed out — a net gain of 18 holders — while 44 added to existing stakes and 60 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Brighton Jones LLC, cutting an estimated $8.4M.

  • 182 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.63B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2022, up 41% quarter-over-quarter.
  • 33 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2022 was LPL Financial, an estimated $17.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2022 was Brighton Jones LLC, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2022.