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AMJ

JP Morgan Alerian MLP Index ETN 5/24/24
AMJ

Delisted

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

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267 hedge funds and large institutions have $1.93B invested in JP Morgan Alerian MLP Index ETN 5/24/24 in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $2.02B → $1.93B (-$86M)

6% less funds holding

Funds holding: 283 → 267 (-16)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

28% less call options, than puts

Call options by funds: $7.27M | Put options by funds: $10.1M

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

36% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 117

Holders
267
Holders Change
-16
Holders Change %
-5.65%
% of All Funds
5.86%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
25
Increased
75
Reduced
117
Closed
39
Calls
$7.27M
Puts
$10.1M
Net Calls
-$2.84M
Net Calls Change
+$395K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$200M
2
Wolverine Trading
Wolverine Trading
Illinois
+$25.4M
3
ST
Sageworth Trust
Pennsylvania
+$15.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$12.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.74M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$92.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.1M
3
DF
Donoghue Forlines
Massachusetts
-$12.3M
4
Morgan Stanley
Morgan Stanley
New York
-$10.6M
5
VV
Valentine Ventures
Oregon
-$7.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
201
Park Avenue Securities
New York
$214K +$222K +9,176 New
MA
202
MONECO Advisors
Connecticut
$213K +$3.04K +126 +1%
FAG
203
Financial Advisory Group
Texas
$210K -$3.38K -140 -2%
WT
204
Washington Trust
Rhode Island
$207K -$44.5K -1,844 -16%
MBT
205
Montecito Bank & Trust
California
$207K +$21.7K +900 +11%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$206K +$214K +8,865 New
BC
207
Bartlett & Co
Ohio
$206K +$214K +8,865 New
RCA
208
Ranch Capital Advisors
Florida
$204K +$212K +8,759 New
CFG
209
Citizens Financial Group
Rhode Island
$199K -$12.1K -500 -6%
CG
210
Cutler Group
California
$193K +$200K +8,297 New
Rockefeller Capital Management
211
Rockefeller Capital Management
New York
$176K +$4.23K +175 +2%
PCM
212
Prelude Capital Management
New York
$158K -$112K -4,622 -40%
AA
213
Advisory Alpha
Michigan
$139K +$145K +5,984 New
AF
214
Advisornet Financial
Minnesota
$133K +$1.74K +72 +1%
Marshall Wace
215
Marshall Wace
United Kingdom
$130K +$135K +5,597 New
APA
216
American Portfolios Advisors
New York
$119K +$2.17K +90 +2%
TA
217
Thor Advisors
New York
$107K +$111K +4,602 New
US Bancorp
218
US Bancorp
Minnesota
$96K -$19.8K -819 -16%
QAM
219
QCI Asset Management
New York
$93K – – –
OC
220
Oakworth Capital
Alabama
$89K – – –
SFS
221
Sowell Financial Services
Arkansas
$87K +$90K +3,728 New
PA
222
Parallel Advisors
California
$80K – – –
HIM
223
Hillsdale Investment Management
Ontario, Canada
$79K +$41.1K +1,700 +100%
SPIA
224
Steward Partners Investment Advisory
New York
$66K – – –
NFG
225
Next Financial Group
Texas
$65K -$154K -6,373 -70%
7 8
9
10 11

AMJ Hedge Fund Activity: Q3 2019 in Review

267 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) for Q3 2019, worth a combined $1.93B — down 4.3% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AMJ and 25 opened new positions — a net loss of 14 holders — while 117 trimmed existing stakes and 75 added.

The largest buyer was JP Morgan Chase, adding an estimated $200M. The largest seller was Creative Planning, cutting an estimated $92.7M.

  • 267 institutional investors held JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) as of Q3 2019, down from 283 in Q2 2019.
  • Funds reported $1.93B of JP Morgan Alerian MLP Index ETN 5/24/24 stock for Q3 2019, down 4.3% quarter-over-quarter.
  • 25 funds opened new JP Morgan Alerian MLP Index ETN 5/24/24 positions in Q3 2019 and 39 closed out, a net change of -14 holders.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 buyer in Q3 2019 was JP Morgan Chase, an estimated $200M added.
  • The largest JP Morgan Alerian MLP Index ETN 5/24/24 seller in Q3 2019 was Creative Planning, an estimated $92.7M sold.

Based on aggregated 13F filings for Q3 2019.