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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

302 hedge funds and large institutions have $2.03B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 121 increasing their positions, 99 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,752% more call options, than puts

Call options by funds: $406M | Put options by funds: $21.9M

22% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 99

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

2% less funds holding

Funds holding: 307302 (-5)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

7% less capital invested

Capital invested by funds: $2.19B → $2.03B (-$158M)

Holders
302
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
7.53%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.6%
New
32
Increased
121
Reduced
99
Closed
35
Calls
$406M
Puts
$21.9M
Net Calls
+$384M
Net Calls Change
+$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
201
Capital Asset Advisory Services
Michigan
$438K +$29.3K +955 +7%
EAM
202
Evanson Asset Management
California
$414K +$5.9K +192 +1%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$390K -$20.1K -653 -5%
CAM
204
Covenant Asset Management
New Jersey
$380K
KP
205
Keel Point
Alabama
$367K +$380K +12,370 New
WP
206
WealthSource Partners
California
$362K +$31.1K +1,011 +9%
MWP
207
MYCIO Wealth Partners
Pennsylvania
$358K +$25K +813 +7%
FAAS
208
First Allied Advisory Services
California
$356K +$4.49K +146 +1%
WI
209
WrapManager Inc
California
$353K -$10.1K -328 -3%
PWW
210
Pettyjohn Wood & White
Virginia
$351K +$15.4K +500 +4%
HB
211
Homrich & Berg
Georgia
$347K -$544K -17,706 -60%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$338K +$56K +1,824 +19%
I2I
213
Insight 2811 Inc
Illinois
$332K +$343K +11,179 New
GAM
214
Garrison Asset Management
Arkansas
$318K +$246 +8 +0.1%
IPC
215
Independent Portfolio Consultants
Florida
$313K -$96.4K -3,136 -23%
FHC
216
First Heartland Consultants
Missouri
$311K
FIM
217
Freedom Investment Management
Connecticut
$307K +$34.1K +1,111 +12%
FMW
218
Farr Miller & Washington
District of Columbia
$297K
CPA
219
Columbia Pacific Advisors
Washington
$297K +$307K +10,000 New
CFP
220
Cornerstone Financial Partners
North Carolina
$296K -$17.3M -564,618 -98%
PPA
221
Parametric Portfolio Associates
Washington
$295K -$56.6K -1,843 -16%
BWM
222
Baystate Wealth Management
Massachusetts
$292K
CFA
223
Camarda Financial Advisors
Florida
$292K +$302K +9,816 New
Calamos Advisors
224
Calamos Advisors
Illinois
$285K +$7.41K +241 +3%
WA
225
Winfield Associates
Ohio
$282K -$6.14K -200 -2%

AMJ Hedge Fund Activity: Q2 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2017, worth a combined $2.03B — down 7.2% from $2.19B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of AMJ and 32 opened new positions — a net loss of 3 holders — while 99 trimmed existing stakes and 121 added.

The largest buyer was Brighton Jones LLC, opening a new position worth an estimated $81.9M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 302 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2017, down from 307 in Q1 2017.
  • Funds reported $2.03B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2017, down 7.2% quarter-over-quarter.
  • 32 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2017 was Brighton Jones LLC, an estimated $81.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2017 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2017.