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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

318 hedge funds and large institutions have $2.25B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 130 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more call options, than puts

Call options by funds: $409M | Put options by funds: $70.5M

155% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 22

34% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 97

10% more funds holding

Funds holding: 289318 (+29)

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

3% more capital invested

Capital invested by funds: $2.19B → $2.25B (+$59.8M)

Holders
318
Holders Change
+29
Holders Change %
+10.03%
% of All Funds
7.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.68%
New
56
Increased
130
Reduced
97
Closed
22
Calls
$409M
Puts
$70.5M
Net Calls
+$338M
Net Calls Change
+$182M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
201
WrapManager Inc
California
$559K +$321K +10,498 +146%
AA
202
Apriem Advisors
California
$556K -$88.7K -2,905 -14%
SCM
203
Southport Capital Management
Tennessee
$554K -$4.58K -150 -0.8%
BWFM
204
Bridgewater Wealth & Financial Management
Maryland
$549K +$531K +17,382 New
CG
205
Cutler Group
California
$537K -$2.48M -81,215 -83%
TWMP
206
Taylor Wealth Management Partners
Massachusetts
$516K -$207K -6,770 -29%
VKH
207
Virtu KCG Holdings
New York
$513K +$496K +16,231 New
JFGLC
208
Johnson Financial Group LLC (Colorado)
Colorado
$506K +$488K +15,994 New
HIM
209
Hillsdale Investment Management
Ontario, Canada
$503K +$485K +15,900 New
WCM
210
Wealthcare Capital Management
Virginia
$501K +$65.6K +2,150 +16%
CAN
211
Cetera Advisor Networks
California
$498K -$129K -4,225 -21%
RCG
212
Ruggie Capital Group
Florida
$487K +$16.8K +551 +4%
PPA
213
Parametric Portfolio Associates
Washington
$482K -$6.81K -223 -1%
BG
214
Bahl & Gaynor
Ohio
$474K
EM
215
ELCO Management
New York
$459K +$443K +14,513 New
B
216
Brightworth
Georgia
$452K +$436K +14,289 New
VC
217
Vicus Capital
Pennsylvania
$450K -$96.3K -3,154 -18%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$448K -$15.3K -502 -3%
FAAS
219
First Allied Advisory Services
California
$437K +$78.4K +2,569 +23%
CAAS
220
Capital Asset Advisory Services
Michigan
$435K +$4.58K +150 +1%
EAM
221
Evanson Asset Management
California
$430K +$31.4K +1,028 +8%
IPC
222
Independent Portfolio Consultants
Florida
$423K +$11.4K +375 +3%
GIM
223
Goelzer Investment Management
Indiana
$415K +$401K +13,120 New
US Bancorp
224
US Bancorp
Minnesota
$395K -$6.84K -224 -2%
GWM
225
Geneos Wealth Management
Colorado
$381K +$22K +719 +6%

AMJ Hedge Fund Activity: Q4 2016 in Review

318 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2016, worth a combined $2.25B — up 2.7% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AMJ positions and 22 closed out — a net gain of 34 holders — while 130 added to existing stakes and 97 trimmed.

The largest buyer was Commerce Bank, adding an estimated $37.2M. The largest seller was JP Morgan Chase, cutting an estimated $213M.

  • 318 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2016, up from 289 in Q3 2016.
  • Funds reported $2.25B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 56 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2016 and 22 closed out, a net change of +34 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2016 was Commerce Bank, an estimated $37.2M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2016 was JP Morgan Chase, an estimated $213M sold.

Based on aggregated 13F filings for Q4 2016.