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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
Salem Investment Counselors
North Carolina
$319K
AGA
177
Arkos Global Advisors
Texas
$317K -$23.3K -964 -7%
AL
178
Aspiriant LLC
California
$314K -$503K -20,840 -61%
MML Investors Services
179
MML Investors Services
Massachusetts
$305K -$2.01M -83,418 -86%
AA
180
Apriem Advisors
California
$299K +$89.4K +3,700 +40%
PWW
181
Pettyjohn Wood & White
Virginia
$294K -$12K -495 -4%
RC
182
RegentAtlantic Capital
New Jersey
$293K -$101K -4,192 -25%
CFA
183
Carroll Financial Associates
North Carolina
$288K -$139K -5,748 -32%
LCM
184
Leisure Capital Management
California
$278K
BAM
185
Belpointe Asset Management
Nevada
$277K +$287K +11,896 New
FAAS
186
First Allied Advisory Services
California
$272K -$57.4K -2,376 -17%
CCB
187
Cutter & Co Brokerage
Missouri
$270K -$4.35K -180 -2%
WB
188
Webster Bank
Connecticut
$270K -$1.93K -80 -0.7%
GWM
189
Graybill Wealth Management
Illinois
$266K +$24.8K +1,025 +10%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$260K -$62.2K -2,576 -19%
NC
191
NBW Capital
Massachusetts
$260K -$22K -913 -8%
ACM
192
Ategra Capital Management
Virginia
$254K -$30.4K -1,257 -10%
TA
193
Tiedemann Advisors
New York
$249K +$55.2K +2,284 +27%
BAM
194
Blueshift Asset Management
New Jersey
$246K +$255K +10,576 New
FMW
195
Farr Miller & Washington
District of Columbia
$233K
DPIM
196
Duff & Phelps Investment Management
Illinois
$230K
EFS
197
Essex Financial Services
Connecticut
$227K +$5.94K +246 +3%
M
198
MOTCO
Texas
$223K -$215K -8,898 -48%
TAM
199
Tocqueville Asset Management
New York
$219K +$227K +9,420 New
AWA
200
Arete Wealth Advisors
Illinois
$214K +$21.7K +899 +11%

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.