We are live on ! Find out more
AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

315 hedge funds and large institutions have $1.96B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 131 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,534% more call options, than puts

Call options by funds: $540M | Put options by funds: $20.5M

76% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 34

26% more funds holding in top 10

Funds holding in top 10: 1924 (+5)

8% more funds holding

Funds holding: 293315 (+22)

3% less capital invested

Capital invested by funds: $2.03B → $1.96B (-$68.3M)

31% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 131

Holders
315
Holders Change
+22
Holders Change %
+7.51%
% of All Funds
7.14%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.54%
New
60
Increased
90
Reduced
131
Closed
34
Calls
$540M
Puts
$20.5M
Net Calls
+$520M
Net Calls Change
+$25.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
201
Bahl & Gaynor
Ohio
$412K
NWP
202
Northstar Wealth Partners
Connecticut
$404K -$245K -9,035 -39%
WPP
203
Whalerock Point Partners
Rhode Island
$404K -$211K -7,791 -35%
FIM
204
Freedom Investment Management
Connecticut
$403K +$58.3K +2,149 +17%
VF
205
Virtu Financial
New York
$400K -$2.55M -93,966 -87%
M&T Bank
206
M&T Bank
New York
$400K +$24.8K +915 +7%
FAAS
207
First Allied Advisory Services
California
$398K +$40.8K +1,503 +11%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$396K +$391K +14,413 New
WB
209
Webster Bank
Connecticut
$390K -$44.6K -1,642 -10%
AL
210
Aspiriant LLC
California
$389K -$1.51M -55,554 -80%
CAAS
211
Capital Asset Advisory Services
Michigan
$376K -$59.6K -2,195 -14%
CFG
212
Citizens Financial Group
Rhode Island
$365K -$55.6K -2,050 -13%
CL
213
Choreo LLC
Illinois
$361K -$47.7K -1,759 -12%
WKWM
214
Walter & Keenan Wealth Management
Indiana
$354K -$21.7K -800 -6%
PWW
215
Pettyjohn Wood & White
Virginia
$354K +$28.5K +1,050 +9%
SCM
216
Southport Capital Management
Tennessee
$353K -$134K -4,941 -28%
CAM
217
Covenant Asset Management
New Jersey
$352K
WT
218
Washington Trust
Rhode Island
$342K -$175K -6,450 -34%
SAM
219
Seelaus Asset Management
New Jersey
$341K +$337K +12,410 New
KFA
220
Kays Financial Advisory
Georgia
$341K +$338K +12,446 New
GRP
221
Global Retirement Partners
California
$326K +$26.8K +987 +9%
US Bancorp
222
US Bancorp
Minnesota
$325K +$134K +4,925 +72%
AF
223
Advisornet Financial
Minnesota
$324K +$321K +11,813 New
HSA
224
HBK Sorce Advisory
Pennsylvania
$322K -$104K -3,842 -25%
Bank of New York Mellon
225
Bank of New York Mellon
New York
$319K +$108K +3,972 +52%

AMJ Hedge Fund Activity: Q4 2017 in Review

315 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q4 2017, worth a combined $1.96B — down 3.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new AMJ positions and 34 closed out — a net gain of 26 holders — while 90 added to existing stakes and 131 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.9M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 315 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q4 2017, up from 293 in Q3 2017.
  • Funds reported $1.96B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q4 2017, down 3.4% quarter-over-quarter.
  • 60 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q4 2017 and 34 closed out, a net change of +26 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q4 2017 was Morgan Stanley, an estimated $46.9M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q4 2017 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q4 2017.