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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24

Delisted

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

283 hedge funds and large institutions have $2.02B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $2.05B → $2.02B (-$34.3M)

3% less funds holding

Funds holding: 293283 (-10)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

23% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $14.2M

32% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 121

Holders
283
Holders Change
-10
Holders Change %
-3.41%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
29
Increased
82
Reduced
121
Closed
36
Calls
$10.9M
Puts
$14.2M
Net Calls
-$3.24M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$266K +$11K +437 +4%
GWM
202
Graybill Wealth Management
Illinois
$261K -$6.93K -275 -3%
FMW
203
Farr Miller & Washington
District of Columbia
$251K
DPIM
204
Duff & Phelps Investment Management
Illinois
$248K
WA
205
Winfield Associates
Ohio
$239K -$42.8K -1,700 -15%
EFS
206
Essex Financial Services
Connecticut
$239K -$17.6K -700 -7%
PFS
207
Prospera Financial Services
Texas
$238K +$235K +9,311 New
FAG
208
Financial Advisory Group
Texas
$236K -$66.6K -2,644 -22%
AA
209
Apriem Advisors
California
$230K -$31.5K -1,250 -12%
NFG
210
Next Financial Group
Texas
$230K +$62.8K +2,493 +37%
CFG
211
Citizens Financial Group
Rhode Island
$227K +$99.1K +3,934 +77%
MA
212
MONECO Advisors
Connecticut
$226K -$13.9K -550 -6%
NFC
213
Northeast Financial Consultants
Connecticut
$224K
LIC
214
Lodestar Investment Counsel
Illinois
$223K
NWP
215
Northstar Wealth Partners
Connecticut
$221K
TA
216
Tiedemann Advisors
New York
$211K -$365K -14,498 -63%
AWA
217
Arete Wealth Advisors
Illinois
$209K -$7.33K -291 -3%
LNC
218
Lincoln National Corp
Pennsylvania
$208K -$84.5K -3,353 -29%
SIC
219
Sigma Investment Counselors
Michigan
$203K
MBT
220
Montecito Bank & Trust
California
$201K +$201K +8,000 New
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$186K
AF
222
Advisornet Financial
Minnesota
$142K +$1.46K +58 +1%
APA
223
American Portfolios Advisors
New York
$126K +$7.41K +294 +6%
Deutsche Bank
224
Deutsche Bank
Germany
$125K
US Bancorp
225
US Bancorp
Minnesota
$125K +$94.4K +3,748 +304%

AMJ Hedge Fund Activity: Q2 2019 in Review

283 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q2 2019, worth a combined $2.02B — down 1.7% from $2.05B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of AMJ and 29 opened new positions — a net loss of 7 holders — while 121 trimmed existing stakes and 82 added.

The largest buyer was JP Morgan Chase, adding an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 283 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q2 2019, down from 293 in Q1 2019.
  • Funds reported $2.02B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q2 2019, down 1.7% quarter-over-quarter.
  • 29 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q2 2019 and 36 closed out, a net change of -7 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q2 2019 was JP Morgan Chase, an estimated $104M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q2 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2019.