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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

181 hedge funds and large institutions have $1.58B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 181181 (0)

3% less capital invested

Capital invested by funds: $1.62B → $1.58B (-$46M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $5.54M | Put options by funds: $9.98M

Holders
181
Holders Change
Holders Change %
0%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
17
Increased
43
Reduced
59
Closed
16
Calls
$5.54M
Puts
$9.98M
Net Calls
-$4.44M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$1K
HI
177
Harbour Investments
Wisconsin
$1K
RG
178
Retirement Group
California
$1K
SWM
179
Sugarloaf Wealth Management
Georgia
$1K
BBHC
180
Brown Brothers Harriman & Co
New York
$1
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
-$12.8M -704,102 Closed
RCYC
182
Richard C. Young & Co
Rhode Island
-$4.91M -250,064 Closed
CWM
183
Curi Wealth Management
North Carolina
-$2.65M -135,107 Closed
BAM
184
Blueshift Asset Management
New Jersey
-$679K -34,567 Closed
IWM
185
IHT Wealth Management
Illinois
-$434K -22,100 Closed
TSS
186
Two Sigma Securities
New York
-$417K -21,226 Closed
CFO
187
Colony Family Offices
North Carolina
-$316K -16,061 Closed
PFO
188
Pathstone Family Office
New Jersey
-$221K -11,246 Closed
SWP
189
Strategic Wealth Partners
Ohio
-$213K -10,839 Closed
CHC
190
City Holding Co
West Virginia
-$26K -1,313 Closed
M
191
MOTCO
Texas
-$24K -1,204 Closed
WP
192
WealthShield Partners
North Carolina
-$22K -1,112 Closed
ASN
193
Advisory Services Network
Georgia
-$16K -810 Closed
BAM
194
Barrett Asset Management
New York
-$7K -363 Closed
CG
195
Cutler Group
California
-$3.63K -200 Closed
Fidelity Investments
196
Fidelity Investments
Massachusetts
+$18 +1 +100%

AMJ Hedge Fund Activity: Q3 2021 in Review

181 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2021, worth a combined $1.58B — down 2.8% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new AMJ positions and 16 closed out — a net gain of 1 holder — while 43 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $98.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $12.8M sold.

  • 181 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.58B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2021, down 2.8% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2021 and 16 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2021 was JP Morgan Chase, an estimated $98.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2021 was Susquehanna International Group, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2021.