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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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292 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 113 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

699% more call options, than puts

Call options by funds: $377M | Put options by funds: $47.2M

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

24% more funds holding in top 10

Funds holding in top 10: 21 → 26 (+5)

21% more capital invested

Capital invested by funds: $1.82B → $2.19B (+$377M)

9% more funds holding

Funds holding: 269 → 292 (+23)

25% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 113

Holders
292
Holders Change
+23
Holders Change %
+8.55%
% of All Funds
7.79%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
52
Increased
85
Reduced
113
Closed
27
Calls
$377M
Puts
$47.2M
Net Calls
+$330M
Net Calls Change
+$102M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$58.1M
2
RC
RegentAtlantic Capital
New Jersey
+$31.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.7M
5
CBU
CIBC Bank USA
Illinois
+$17.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$27.7M
3
WKKFT
W.K. Kellogg Foundation Trust
Michigan
-$22.6M
4
Wells Fargo
Wells Fargo
California
-$19M
5
Citigroup
Citigroup
New York
-$8.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
176
Edge Wealth Management
New York
$611K -$13.1K -439 -2%
BCM
177
Brookstone Capital Management
Illinois
$605K +$567K +19,026 New
SCM
178
Southport Capital Management
Tennessee
$601K -$20.2K -677 -3%
NR
179
Newfound Research
Massachusetts
$580K +$543K +18,218 New
CWA
180
Cypress Wealth Advisors
California
$577K -$64.6K -2,168 -11%
BCM
181
Bienville Capital Management
New York
$573K +$536K +18,000 New
FPCP
182
Fort Point Capital Partners
California
$545K +$37.8K +1,269 +8%
LC
183
Lourd Capital
California
$540K +$185K +6,211 +58%
FTI
184
Fiduciary Trust International
Massachusetts
$524K – – –
SEI Investments
185
SEI Investments
Pennsylvania
$519K +$191K +6,402 +65%
PWPCM
186
Perella Weinberg Partners Capital Management
New York
$511K +$479K +16,075 New
WPC
187
Waters Parkerson & Co
Louisiana
$498K – – –
Stifel Financial
188
Stifel Financial
Missouri
$491K -$21.3K -714 -4%
RCG
189
Ruggie Capital Group
Florida
$489K -$16.4K -551 -3%
BG
190
Bahl & Gaynor
Ohio
$477K – – –
SIC
191
Salem Investment Counselors
North Carolina
$468K – – –
TYCC
192
Texas Yale Capital Corp
Florida
$464K -$148K -4,960 -25%
US Bancorp
193
US Bancorp
Minnesota
$456K -$79.9K -2,682 -16%
MHI
194
Miller Howard Investments
New York
$447K -$1.1M -36,837 -72%
MPM
195
Meritage Portfolio Management
Kansas
$441K +$413K +13,865 New
CAAS
196
Capital Asset Advisory Services
Michigan
$432K +$405K +13,591 New
WCM
197
Wealthcare Capital Management
Virginia
$425K +$398K +13,362 New
JFGIW
198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$424K +$384K +12,902 +3,000%
MFP
199
Mosaic Financial Partners
California
$417K -$590K -19,822 -60%
FANJ
200
Financial Architects (New Jersey)
New Jersey
$411K +$685 +23 +0.2%
6 7
8
9 10

AMJ Hedge Fund Activity: Q2 2016 in Review

292 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2016, worth a combined $2.19B — up 21% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AMJ positions and 27 closed out — a net gain of 25 holders — while 85 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58.1M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 292 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2016, up from 269 in Q1 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2016, up 21% quarter-over-quarter.
  • 52 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2016 and 27 closed out, a net change of +25 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2016 was JP Morgan Chase, an estimated $58.1M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2016 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q2 2016.