We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

178 hedge funds and large institutions have $1.86B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

711% more call options, than puts

Call options by funds: $6.09M | Put options by funds: $751K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

16% more capital invested

Capital invested by funds: $1.6B → $1.86B (+$258M)

7% less funds holding

Funds holding: 192178 (-14)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 72

Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
17
Increased
40
Reduced
72
Closed
28
Calls
$6.09M
Puts
$751K
Net Calls
+$5.34M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$1K
GWM
177
Geneos Wealth Management
Colorado
$1K
RG
178
Retirement Group
California
$1K
SWM
179
Sugarloaf Wealth Management
Georgia
$1K
ST
180
Sageworth Trust
Pennsylvania
-$11.4M -637,975 Closed
VF
181
Virtu Financial
New York
-$1.96M -110,114 Closed
MHI
182
Miller Howard Investments
New York
-$1.93M -108,128 Closed
CJFS
183
Coulter & Justus Financial Services
Tennessee
-$1.84M -103,117 Closed
IC
184
IEQ Capital
California
-$876K -49,173 Closed
NW
185
Naviter Wealth
Arkansas
-$807K -45,320 Closed
BAM
186
Blueshift Asset Management
New Jersey
-$580K -32,572 Closed
Jane Street
187
Jane Street
New York
-$628K -31,267 Closed
TCA
188
Tortoise Capital Advisors
Kansas
-$529K -29,685 Closed
SCA
189
Salient Capital Advisors
Texas
-$370K -20,748 Closed
TSS
190
Two Sigma Securities
New York
-$315K -17,693 Closed
ACM
191
Advisors Capital Management
New Jersey
-$273K -15,337 Closed
OMC
192
Old Mission Capital
Illinois
-$212K -11,929 Closed
GM
193
GeoWealth Management
Illinois
-$196K -11,024 Closed
ACM
194
Ategra Capital Management
Virginia
-$181K -10,150 Closed
WB
195
Webster Bank
Connecticut
-$110K -6,152 Closed
FF
196
FourThought Financial
Florida
-$98K -5,513 Closed
HNWA
197
Henrickson Nauta Wealth Advisors
Michigan
-$79K -4,150 Closed
IFAM
198
Institutional & Family Asset Management
Colorado
-$20K -1,118 Closed
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
-$12.1K -681 Closed
BEI
200
Benjamin Edwards Inc
Missouri
-$9K -495 Closed

AMJ Hedge Fund Activity: Q1 2022 in Review

178 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2022, worth a combined $1.86B — up 16% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of AMJ and 17 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 40 added.

The largest buyer was JP Morgan Chase, adding an estimated $12M. The largest seller was Evergreen Capital Management, cutting an estimated $14.2M.

  • 178 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2022, down from 192 in Q4 2021.
  • Funds reported $1.86B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2022, up 16% quarter-over-quarter.
  • 17 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2022 and 28 closed out, a net change of -11 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2022 was JP Morgan Chase, an estimated $12M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2022 was Evergreen Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2022.