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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
176
MPS Loria Financial Planners
Illinois
$688K +$680K +25,047 New
ABC
177
Associated Banc-Corp
Wisconsin
$687K +$404K +14,885 +147%
FA
178
Forefront Analytics
Pennsylvania
$686K +$678K +24,984 New
CG
179
Cutler Group
California
$668K +$660K +24,318 New
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$637K +$251K +9,240 +66%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$634K -$347K -12,767 -36%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$632K -$128K -4,728 -17%
WPC
183
Waters Parkerson & Co
Louisiana
$628K +$4.75K +175 +0.8%
FCIM
184
Fairview Capital Investment Management
California
$624K -$19K -700 -3%
CFA
185
Carroll Financial Associates
North Carolina
$570K -$98.8K -3,640 -15%
WT
186
Whittier Trust
California
$562K -$523K -19,277 -48%
CPIG
187
Chicago Partners Investment Group
Illinois
$555K -$155K -5,728 -22%
AA
188
Apriem Advisors
California
$548K -$124K -4,550 -19%
RCG
189
Ruggie Capital Group
Florida
$489K -$8.09K -298 -2%
Creative Planning
190
Creative Planning
Kansas
$482K -$578K -21,296 -55%
WDL
191
Well Done LLC
Michigan
$479K +$179K +6,611 +61%
AWA
192
Arete Wealth Advisors
Illinois
$473K +$467K +17,203 New
PCA
193
Providence Capital Advisors
North Carolina
$466K +$460K +16,956 New
RVPG
194
Relative Value Partners Group
$448K +$442K +16,292 New
HCM
195
Harvest Capital Management
New Hampshire
$444K -$112K -4,135 -20%
EFS
196
Essex Financial Services
Connecticut
$443K -$132K -4,850 -23%
PAG
197
Private Advisor Group
New Jersey
$439K -$2.2M -80,957 -83%
CL
198
CPWM LLC
Washington
$425K -$110K -4,056 -21%
SEI Investments
199
SEI Investments
Pennsylvania
$424K +$41.1K +1,513 +11%
Lido Advisors
200
Lido Advisors
California
$423K -$161K -5,919 -28%

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.