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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

307 hedge funds and large institutions have $2.19B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

689% more call options, than puts

Call options by funds: $208M | Put options by funds: $26.4M

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

3% less capital invested

Capital invested by funds: $2.25B → $2.19B (-$60.3M)

3% less funds holding

Funds holding: 318307 (-11)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
7.64%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.62%
New
32
Increased
126
Reduced
103
Closed
38
Calls
$208M
Puts
$26.4M
Net Calls
+$182M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
201
Capital Asset Advisory Services
Michigan
$450K +$5.23K +160 +1%
ACM
202
Advisors Capital Management
New Jersey
$446K -$3.93M -120,379 -90%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$445K -$12.9K -394 -3%
EAM
204
Evanson Asset Management
California
$444K +$5.46K +167 +1%
IPC
205
Independent Portfolio Consultants
Florida
$442K +$9.8K +300 +2%
BSAM
206
Blue Sky Asset Management
Colorado
$435K +$440K +13,472 New
PCFFS
207
Pacific Center for Financial Services
California
$417K -$233K -7,139 -36%
CAM
208
Covenant Asset Management
New Jersey
$414K +$45.2K +1,385 +12%
FAAS
209
First Allied Advisory Services
California
$407K -$61.6K -1,885 -14%
WI
210
WrapManager Inc
California
$394K -$179K -5,470 -31%
VC
211
Vicus Capital
Pennsylvania
$390K -$70.9K -2,170 -15%
PPA
212
Parametric Portfolio Associates
Washington
$381K -$113K -3,463 -23%
CFG
213
Citizens Financial Group
Rhode Island
$378K +$110K +3,366 +40%
PWW
214
Pettyjohn Wood & White
Virginia
$366K +$3.59K +110 +1%
MWP
215
MYCIO Wealth Partners
Pennsylvania
$364K +$40.2K +1,231 +12%
WP
216
WealthSource Partners
California
$361K +$24.2K +741 +7%
TSS
217
Two Sigma Securities
New York
$354K +$358K +10,952 New
CPIG
218
Chicago Partners Investment Group
Illinois
$350K +$193K +5,910 +120%
WIA
219
Westbourne Investment Advisors
Maryland
$349K -$8.17K -250 -2%
US Bancorp
220
US Bancorp
Minnesota
$347K -$58.2K -1,781 -14%
GAM
221
Garrison Asset Management
Arkansas
$346K +$98 +3 +0%
FHC
222
First Heartland Consultants
Missouri
$338K +$7.51K +230 +2%
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$336K +$340K +10,395 New
SB
224
Simmons Bank
Arkansas
$332K +$336K +10,282 New
NCM
225
Novare Capital Management
North Carolina
$328K +$331K +10,145 New

AMJ Hedge Fund Activity: Q1 2017 in Review

307 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q1 2017, worth a combined $2.19B — down 2.7% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of AMJ and 32 opened new positions — a net loss of 6 holders — while 103 trimmed existing stakes and 126 added.

The largest buyer was Nomura Holdings, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 307 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q1 2017, down from 318 in Q4 2016.
  • Funds reported $2.19B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q1 2017, down 2.7% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q1 2017 and 38 closed out, a net change of -6 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q1 2017 was Nomura Holdings, an estimated $30M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q1 2017 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2017.