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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

291 hedge funds and large institutions have $2B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $329M | Put options by funds: $16.9M

10% more capital invested

Capital invested by funds: $1.81B → $2B (+$190M)

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% less funds holding

Funds holding: 292291 (-1)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
291
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
6.66%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.34%
New
31
Increased
94
Reduced
113
Closed
30
Calls
$329M
Puts
$16.9M
Net Calls
+$312M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
201
Essex Financial Services
Connecticut
$344K -$57.9K -2,211 -15%
LP
202
LGL Partners
Pennsylvania
$330K -$701K -26,791 -68%
WB
203
Webster Bank
Connecticut
$330K -$22.2K -850 -6%
WPP
204
Whalerock Point Partners
Rhode Island
$328K -$45.9K -1,755 -12%
SCM
205
Southport Capital Management
Tennessee
$328K -$7.59K -290 -2%
SEI Investments
206
SEI Investments
Pennsylvania
$317K +$18.8K +720 +6%
SIAS
207
Shine Investment Advisory Services
Colorado
$316K +$292K +11,152 +1,491%
GRP
208
Global Retirement Partners
California
$314K -$1.7K -65 -0.5%
WP
209
WealthSource Partners
California
$305K -$21.8K -834 -7%
BWM
210
Baystate Wealth Management
Massachusetts
$295K +$25K +955 +9%
PMFA
211
Plante Moran Financial Advisors
Michigan
$288K +$14.1K +540 +5%
AWA
212
Arete Wealth Advisors
Illinois
$285K -$5.42K -207 -2%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$284K +$9.94K +380 +4%
KFA
214
Kays Financial Advisory
Georgia
$278K -$10.5K -400 -4%
HSA
215
HBK Sorce Advisory
Pennsylvania
$271K -$37.8K -1,445 -12%
FMW
216
Farr Miller & Washington
District of Columbia
$266K
PP
217
PDS Planning
Ohio
$266K
PAG
218
Private Advisor Group
New Jersey
$230K -$1.77M -67,809 -88%
EAM
219
Evanson Asset Management
California
$221K +$217K +8,311 New
AF
220
Advisornet Financial
Minnesota
$219K -$4.45K -170 -2%
FANJ
221
Financial Architects (New Jersey)
New Jersey
$216K -$20.5K -784 -9%
VCA
222
Verdence Capital Advisors
Maryland
$213K +$209K +8,000 New
GFPC
223
Global Financial Private Capital
Florida
$212K +$209K +7,970 New
CL
224
Choreo LLC
Illinois
$202K -$26.8K -1,024 -12%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$197K

AMJ Hedge Fund Activity: Q2 2018 in Review

291 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2018, worth a combined $2B — up 10% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new AMJ positions and 30 closed out — a net gain of 1 holder — while 94 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $121M. The largest seller was Jane Street, cutting an estimated $46.8M.

  • 291 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2018, down from 292 in Q1 2018.
  • Funds reported $2B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2018, up 10% quarter-over-quarter.
  • 31 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2018 and 30 closed out, a net change of +1 holder.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2018 was JP Morgan Chase, an estimated $121M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2018 was Jane Street, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2018.