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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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182 hedge funds and large institutions have $2.63B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,171% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $126K

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

41% more capital invested

Capital invested by funds: $1.87B → $2.63B (+$767M)

8% more funds holding

Funds holding: 168 → 182 (+14)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
182
Holders Change
+14
Holders Change %
+8.33%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
44
Reduced
60
Closed
15
Calls
$2.86M
Puts
$126K
Net Calls
+$2.74M
Net Calls Change
-$265K

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$6.95M
4
EH
Equitable Holdings
New York
+$5.35M
5
Goldman Sachs
Goldman Sachs
New York
+$3.43M

Top Sellers

1
BJL
Brighton Jones LLC
Washington
-$8.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.12M
3
ECG
Edge Capital Group
Georgia
-$4.56M
4
CWM
Congress Wealth Management
Massachusetts
-$1.32M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
176
WhitTier Trust Company
Nevada
$1.85K – – –
QCG
177
Quadrant Capital Group
Ohio
$1.44K -$4.83K -220 -77%
Barclays
178
Barclays
United Kingdom
$1.13K – – –
AA
179
AlphaMark Advisors
Kentucky
$1K – – –
RG
180
Retirement Group
California
$1K – – –
SWM
181
Sugarloaf Wealth Management
Georgia
$914 – – –
ACP
182
Arcus Capital Partners
Georgia
$802 +$812 +37 New
EWA
183
EverSource Wealth Advisors
Alabama
$653 – – –
GI
184
Gradient Investments
Minnesota
$457 – – –
VF
185
Virtu Financial
New York
– -$462K -23,007 Closed
WAM
186
Wolverine Asset Management
Illinois
– -$359K -17,909 Closed
EGA
187
Eagle Global Advisors
Texas
– -$308K -15,330 Closed
TIA
188
Traphagen Investment Advisors
New Jersey
– -$294K -14,637 Closed
WPC
189
Waters Parkerson & Co
Louisiana
– -$283K -14,125 Closed
CAAS
190
Capital Asset Advisory Services
Michigan
– -$163K -8,135 Closed
BBHC
191
Brown Brothers Harriman & Co
New York
– -$59K -2,924 Closed
BWM
192
Baystate Wealth Management
Massachusetts
– -$16K -811 Closed
GWSG
193
GPS Wealth Strategies Group
Colorado
– -$13K -626 Closed
BFEC
194
Benjamin F. Edwards & Company
Missouri
– -$12K -585 Closed
OIA
195
Optimum Investment Advisors
Illinois
– -$8K -375 Closed
AF
196
Advisornet Financial
Minnesota
– -$7K -350 Closed
OPW
197
Oxler Private Wealth
New York
– -$29.4K -303 Closed
HBW
198
Hazlett, Burt & Watson
West Virginia
– -$5K -265 Closed
CIAS
199
Capital Investment Advisory Services
North Carolina
– -$2K -100 Closed
4 5 6 7
8

AMJ Hedge Fund Activity: Q4 2022 in Review

182 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2022, worth a combined $2.63B — up 41% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AMJ positions and 15 closed out — a net gain of 18 holders — while 44 added to existing stakes and 60 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.3M. The largest seller was Brighton Jones LLC, cutting an estimated $8.4M.

  • 182 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2022, up from 168 in Q3 2022.
  • Funds reported $2.63B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2022, up 41% quarter-over-quarter.
  • 33 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2022 was LPL Financial, an estimated $17.3M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2022 was Brighton Jones LLC, an estimated $8.4M sold.

Based on aggregated 13F filings for Q4 2022.