We are live on ! Find out more
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 $2.54B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more call options, than puts

Call options by funds: $202K | Put options by funds: $67K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $2.24B → $2.54B (+$307M)

3% more funds holding

Funds holding: 173178 (+5)

7% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
58
Reduced
54
Closed
16
Calls
$202K
Puts
$67K
Net Calls
+$135K
Net Calls Change
-$417K
Name Holding Trade Value Shares
Change
Change in
Stake
PH
151
Pinnacle Holdings
Oklahoma
$20.2K
First Manhattan
152
First Manhattan
New York
$19.8K
PA
153
Parallel Advisors
California
$16.8K
TWM
154
Tradition Wealth Management
Minnesota
$16K +$263 +11 +2%
GWSG
155
GPS Wealth Strategies Group
Colorado
$15.5K
Citadel Advisors
156
Citadel Advisors
Florida
$14.2K -$115K -4,808 -89%
JFA
157
JNBA Financial Advisors
Minnesota
$13.3K -$1.27K -53 -9%
FGA
158
Fortis Group Advisors
New Jersey
$11.2K +$10.8K +453 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$11K
KFI
160
Key Financial Inc
Pennsylvania
$11K
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.7K
WPEP
162
Walnut Private Equity Partners
Nebraska
$8.52K
POIA
163
Pin Oak Investment Advisors
Texas
$7K
UBS Group
164
UBS Group
Switzerland
$5.83K +$5.65K +236 New
CFGS
165
Concourse Financial Group Securities
Alabama
$5.31K
OP
166
ORG Partners
Indiana
$4.55K -$9.64K -403 -69%
CT
167
Clearstead Trust
Maine
$4.37K
VF
168
VitalStone Financial
Texas
$4K +$4.19K +175 New
US Bancorp
169
US Bancorp
Minnesota
$3.24K -$1.24K -52 -28%
WWMSC
170
Wagner Wealth Management (South Carolina)
South Carolina
$3.21K -$1.6K -67 -34%
CIA
171
Cape Investment Advisory
Georgia
$2.94K +$48 +2 +2%
Barclays
172
Barclays
United Kingdom
$2.57K +$1.24K +52 +100%
WTC
173
WhitTier Trust Company
Nevada
$2.1K
HI
174
Harbour Investments
Wisconsin
$1.88K
RG
175
Retirement Group
California
$815

AMJ Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2023, worth a combined $2.54B — up 14% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AMJ positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 54 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.2M. The largest seller was Brighton Jones LLC, cutting an estimated $26.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2023, up from 173 in Q2 2023.
  • Funds reported $2.54B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2023, up 14% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2023 and 16 closed out, a net change of +6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2023 was JP Morgan Chase, an estimated $67.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2023 was Brighton Jones LLC, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.