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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

176 hedge funds and large institutions have $1.38B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $6.07M | Put options by funds: $1.82M

19% more capital invested

Capital invested by funds: $1.16B → $1.38B (+$220M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 185176 (-9)

24% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 29

40% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 72

Holders
176
Holders Change
-9
Holders Change %
-4.86%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
43
Reduced
72
Closed
29
Calls
$6.07M
Puts
$1.82M
Net Calls
+$4.26M
Net Calls Change
+$135K
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
176
First Command Financial Services
Texas
$1K +$1.35K +85 New
SWM
177
Sugarloaf Wealth Management
Georgia
$1
TCA
178
Tortoise Capital Advisors
Kansas
-$21.7M -1,561,113 Closed
MLFP
179
MPS Loria Financial Planners
Illinois
-$5.27M -382,450 Closed
MHI
180
Miller Howard Investments
New York
-$2.83M -203,916 Closed
Citadel Advisors
181
Citadel Advisors
Florida
-$2.68M -169,028 Closed
ECM
182
ExodusPoint Capital Management
New York
-$1.99M -143,000 Closed
Fiera Capital (Canada)
183
Fiera Capital (Canada)
Quebec, Canada
-$1.81M -130,000 Closed
RIA
184
Regal Investment Advisors
Michigan
-$1.13M -81,121 Closed
HWA
185
HCR Wealth Advisors
California
-$342K -24,650 Closed
TC
186
TownSquare Capital
Utah
-$335K -24,088 Closed
SCA
187
Salient Capital Advisors
Texas
-$268K -19,267 Closed
Neuberger Berman Group
188
Neuberger Berman Group
New York
-$193K -13,906 Closed
WDL
189
Well Done LLC
Michigan
-$158K -11,376 Closed
TSS
190
Two Sigma Securities
New York
-$157K -11,313 Closed
OIA
191
OneDigital Investment Advisors
Kansas
-$144K -10,373 Closed
QC
192
QCM Cayman
Texas
-$144K -10,360 Closed
Northern Trust
193
Northern Trust
Illinois
-$143K -10,299 Closed
HTC
194
Haverford Trust Company
Pennsylvania
-$126K -9,100 Closed
BDWCC
195
B&D White Capital Company
Texas
-$48K -3,480 Closed
MA
196
MCF Advisors
Kentucky
-$26K -1,841 Closed
PH
197
Pinnacle Holdings
Oklahoma
-$18.4K -1,325 Closed
PS
198
Planned Solutions
California
-$15K -1,072 Closed
ASN
199
Advisory Services Network
Georgia
-$14K -991 Closed
FCH
200
Freestone Capital Holdings
Washington
-$6.95K -500 Closed

AMJ Hedge Fund Activity: Q1 2021 in Review

176 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2021, worth a combined $1.38B — up 19% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of AMJ and 22 opened new positions — a net loss of 7 holders — while 72 trimmed existing stakes and 43 added.

The largest buyer was JP Morgan Chase, adding an estimated $52M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $21.7M sold.

  • 176 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2021, down from 185 in Q4 2020.
  • Funds reported $1.38B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2021, up 19% quarter-over-quarter.
  • 22 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2021 and 29 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2021 was JP Morgan Chase, an estimated $52M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2021 was Tortoise Capital Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.