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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

168 hedge funds and large institutions have $2.88B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $2.66B → $2.88B (+$222M)

10% less funds holding

Funds holding: 186168 (-18)

22% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

95% less call options, than puts

Call options by funds: $14K | Put options by funds: $288K

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
51
Reduced
65
Closed
30
Calls
$14K
Puts
$288K
Net Calls
-$274K
Net Calls Change
-$253K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
176
Truepoint Inc
Ohio
-$1.09M -43,129 Closed
NG
177
Norden Group
Utah
-$6.69M -39,333 Closed
HF
178
HRT Financial
New York
-$841K -33,197 Closed
MHI
179
Miller Howard Investments
New York
-$691K -27,246 Closed
Jane Street
180
Jane Street
New York
-$534K -21,059 Closed
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
-$404K -15,925 Closed
SAG
182
SageView Advisory Group
California
-$476 -12,776 Closed
CCG
183
Coastwise Capital Group
California
-$311K -12,258 Closed
GWM
184
Graybill Wealth Management
Illinois
-$293K -11,535 Closed
AG
185
AlTi Global
New York
-$285K -11,246 Closed
WAP
186
Wealthcare Advisory Partners
Pennsylvania
-$218K -8,600 Closed
FIA
187
Foundations Investment Advisors
Arizona
-$222K -8,380 Closed
HC
188
Hara Capital
Washington
-$203K -7,985 Closed
OIA
189
OneDigital Investment Advisors
Kansas
-$200K -7,889 Closed
MIA
190
MeadowBrook Investment Advisors
Michigan
-$67K -2,640 Closed
LF
191
Lee Financial
Texas
-$47.4K -1,870 Closed
DAC
192
Dividend Assets Capital
South Carolina
-$36K -1,400 Closed
TWM
193
Tradition Wealth Management
Minnesota
-$17K -656 Closed
OP
194
ORG Partners
Indiana
-$14.8K -578 Closed
JFA
195
JNBA Financial Advisors
Minnesota
-$13.7K -540 Closed
TVAMP
196
Tennessee Valley Asset Management Partners
Tennessee
-$13.5K -534 Closed
BWM
197
BKM Wealth Management
Wisconsin
-$11.9K -470 Closed
CG
198
Cutler Group
California
-$11.3K -422 Closed
PMFA
199
Plante Moran Financial Advisors
Michigan
-$7.25K -286 Closed
CIA
200
Cape Investment Advisory
Georgia
-$3.07K -121 Closed

AMJ Hedge Fund Activity: Q1 2024 in Review

168 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2024, worth a combined $2.88B — up 8.3% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of AMJ and 13 opened new positions — a net loss of 17 holders — while 65 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was CIBC Private Wealth Group, cutting an estimated $37.6M.

  • 168 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2024, down from 186 in Q4 2023.
  • Funds reported $2.88B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 13 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2024 and 30 closed out, a net change of -17 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2024 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2024 was CIBC Private Wealth Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2024.